Graves Light Lenhart Wealth’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Graves Light Lenhart Wealth’s Portfolio IJK Stock Details IJK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-136	Closed	-$9K	–	353
2022 Q2	$9K	Hold	136	–	–	﹤0.01%	494
2022 Q1	$11K	Hold	136	–	–	﹤0.01%	523
2021 Q4	$12K	Hold	136	–	–	﹤0.01%	587
2021 Q3	$11K	Hold	136	–	–	﹤0.01%	549
2021 Q2	$11K	Hold	136	–	–	﹤0.01%	549
2021 Q1	$11K	Hold	136	–	–	﹤0.01%	559
2020 Q4	$10K	Buy	+136	New	+$9.07K	﹤0.01%	547

Other funds holding IJK

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Graves Light Lenhart Wealth's IJK Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2022, closing a stake of 136 shares — an estimated $9K sold.

Graves Light Lenhart Wealth first reported a position in IJK in Q4 2020 and held it in 7 quarters. The position peaked at $12K in Q4 2021. 643 funds tracked by Wall St. Rank hold IJK as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 136 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2022, an estimated $9K.
Graves Light Lenhart Wealth first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2020 and held it in 7 quarters.
Graves Light Lenhart Wealth's iShares S&P Mid-Cap 400 Growth ETF position peaked at $12K in Q4 2021.
643 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.