Harel Insurance Investments & Financial Services’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Harel Insurance Investments & Financial Services’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 Q1	–	Sell	-6,400	Closed	-$544K	–	760
2021 Q4	$544K	Hold	6,400	–	–	0.01%	256
2021 Q3	$507K	Hold	6,400	–	–	0.01%	233
2021 Q2	$1.69M	Hold	6,400	–	–	0.04%	222
2021 Q1	$1.68M	Hold	6,400	–	–	0.03%	273
2020 Q4	$1.49M	Buy	+6,400	New	+$427K	0.04%	227
2020 Q3	–	Sell	-6,400	Closed	-$358K	–	665
2020 Q2	$358K	Hold	6,400	–	–	0.01%	172
2020 Q1	$286K	Hold	6,400	–	–	0.01%	142
2019 Q4	$381K	Hold	6,400	–	–	0.02%	149
2019 Q3	$358K	Hold	6,400	–	–	0.02%	145
2019 Q2	$362K	Hold	6,400	–	–	0.02%	142
2019 Q1	$351K	Hold	6,400	–	–	0.02%	92
2018 Q4	$306K	Buy	6,400 +3,120	+95%	+$163K	0.02%	141
2018 Q3	$191K	Sell	3,280 -480	-13%	-$27.9K	0.01%	204
2018 Q2	$211K	Buy	+3,760	New	+$210K	0.01%	185
2017 Q3	–	Sell	-136	Closed	-$7K	–	431
2017 Q2	$7K	Buy	+136	New	+$6.61K	﹤0.01%	409

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Harel Insurance Investments & Financial Services's IJK Position: Q1 2022 in Review

Harel Insurance Investments & Financial Services sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2022, closing a stake of 6,400 shares — an estimated $544K sold.

Harel Insurance Investments & Financial Services first reported a position in IJK in Q2 2017 and held it in 15 quarters. The position peaked at $1.69M in Q2 2021. 708 funds tracked by Wall St. Rank hold IJK as of Q1 2022.

Harel Insurance Investments & Financial Services reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2022 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 6,400 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2022, an estimated $544K.
Harel Insurance Investments & Financial Services first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2017 and held it in 15 quarters.
Harel Insurance Investments & Financial Services's iShares S&P Mid-Cap 400 Growth ETF position peaked at $1.69M in Q2 2021.
708 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2022.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q1 2022, filed 3 May 2022.