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Grey Fox Wealth Advisors’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Grey Fox Wealth Advisors’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
2023
Q2 		– Sell
-132
Closed -$9.44K – 293
2023
Q1 		$9.44K Hold
132
– – 0.01% 312
2022
Q4 		$9.02K Buy
+132
New +$9.07K 0.01% 289

Other funds holding IJK

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Grey Fox Wealth Advisors's IJK Position: Q2 2023 in Review

Grey Fox Wealth Advisors sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2023, closing a stake of 132 shares — an estimated $9.44K sold.

Grey Fox Wealth Advisors first reported a position in IJK in Q4 2022 and held it in 2 quarters. The position peaked at $9.44K in Q1 2023. 728 funds tracked by Wall St. Rank hold IJK as of Q2 2023.

  • Grey Fox Wealth Advisors reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2023 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 132 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2023, an estimated $9.44K.
  • Grey Fox Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2022 and held it in 2 quarters.
  • Grey Fox Wealth Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $9.44K in Q1 2023.
  • 728 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2023.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.