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

Hardy Reed’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	-4,531	Closed	-$324K	–	105
2023 Q1	$324K	Hold	4,531	–	–	0.06%	83
2022 Q4	$309K	Buy	+4,531	New	+$311K	0.06%	80
2022 Q1	–	Sell	-4,739	Closed	-$404K	–	91
2021 Q4	$404K	Sell	4,739 -421	-8%	-$35.3K	0.07%	68
2021 Q3	$409K	Hold	5,160	–	–	0.07%	64
2021 Q2	$418K	Hold	5,160	–	–	0.07%	62
2021 Q1	$404K	Hold	5,160	–	–	0.08%	59
2020 Q4	$373K	Buy	5,160 +208	+4%	+$13.9K	0.08%	62
2020 Q3	$296K	Buy	+4,952	New	+$295K	0.07%	64

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

Hardy Reed's IJK Position: Q2 2023 in Review

Hardy Reed sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2023, closing a stake of 4,531 shares — an estimated $324K sold.

Hardy Reed first reported a position in IJK in Q3 2020 and held it in 8 quarters. The position peaked at $418K in Q2 2021. 728 funds tracked by Wall St. Rank hold IJK as of Q2 2023.

Hardy Reed reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2023 after selling out during the quarter.
Hardy Reed sold 4,531 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2023, an estimated $324K.
Hardy Reed first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2020 and held it in 8 quarters.
Hardy Reed's iShares S&P Mid-Cap 400 Growth ETF position peaked at $418K in Q2 2021.
728 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2023.

Based on Hardy Reed's 13F filing for Q2 2023, filed 14 Aug 2023.