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

Harborview 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
2021 Q3	$938K	Sell	11,844 -17	-0.1%	-$1.38K	0.53%	38
2021 Q2	$960K	Sell	11,861 -345	-3%	-$27.7K	0.54%	36
2021 Q1	$957K	Sell	12,206 -380	-3%	-$29.3K	0.58%	33
2020 Q4	$909K	Sell	12,586 -678	-5%	-$45.2K	0.61%	33
2020 Q3	$793K	Sell	13,264 -1,928	-13%	-$115K	0.61%	36
2020 Q2	$851K	Buy	15,192 +544	+4%	+$28.3K	0.7%	31
2020 Q1	$654K	Buy	14,648 +28	+0.2%	+$1.54K	0.65%	31
2019 Q4	$870K	Sell	14,620 -320	-2%	-$18.3K	0.67%	25
2019 Q3	$836K	Sell	14,940 -376	-2%	-$21.1K	0.67%	26
2019 Q2	$866K	Sell	15,316 -20	-0.1%	-$1.11K	0.7%	26
2019 Q1	$840K	Sell	15,336 -1,200	-7%	-$63.3K	0.73%	28
2018 Q4	$791K	Buy	16,536 +232	+1%	+$12.1K	0.93%	22
2018 Q3	$949K	Sell	16,304 -236	-1%	-$13.7K	0.97%	20
2018 Q2	$929K	Sell	16,540 -208	-1%	-$11.6K	0.86%	24
2018 Q1	$914K	Sell	16,748 -740	-4%	-$40.9K	0.87%	24
2017 Q4	$944K	Buy	+17,488	New	+$922K	0.9%	23

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Harborview Advisors's IJK Position: Q3 2021 in Review

Harborview Advisors reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.14% in Q3 2021, selling an estimated $1.38K and leaving 11,844 shares worth $938K. The position accounts for 0.53% of the portfolio, ranked #38.

Harborview Advisors first reported a position in IJK in Q4 2017 and has held it in 16 quarters since. The position peaked at $960K in Q2 2021. 647 funds tracked by Wall St. Rank hold IJK as of Q3 2021.

Harborview Advisors held 11,844 shares of iShares S&P Mid-Cap 400 Growth ETF worth $938K as of Q3 2021.
Harborview Advisors sold 17 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2021, an estimated $1.38K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.53% of Harborview Advisors's portfolio in Q3 2021, its #38 holding.
Harborview Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2017 and has held it in 16 quarters since.
Harborview Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $960K in Q2 2021.
647 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2021.

Based on Harborview Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.