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

Hayden Royal’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 Q4	$174K	Buy	+2,042	New	+$171K	0.41%	89
2021 Q1	–	Sell	-3,084	Closed	-$223K	–	218
2020 Q4	$223K	Buy	+3,084	New	+$206K	0.12%	188
2020 Q2	–	Sell	-5,588	Closed	-$249K	–	205
2020 Q1	$249K	Buy	5,588 +284	+5%	+$15.6K	0.15%	175
2019 Q4	$326K	Sell	5,304 -180	-3%	-$10.3K	0.17%	144
2019 Q3	$307K	Buy	+5,484	New	+$308K	0.27%	122
2019 Q1	–	Sell	-5,392	Closed	-$258K	–	161
2018 Q4	$258K	Buy	+5,392	New	+$282K	0.13%	154

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

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

RJFSA

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

Hayden Royal's IJK Position: Q4 2021 in Review

Hayden Royal opened a new position in iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q4 2021: 2,042 shares worth $174K. The stake represents 0.41% of the portfolio and ranks #89 among its holdings. This is a return to the name: Hayden Royal previously reported a position in IJK as recently as Q4 2020.

Hayden Royal first reported a position in IJK in Q4 2018 and has held it in 6 quarters since. The position peaked at $326K in Q4 2019. 735 funds tracked by Wall St. Rank hold IJK as of Q4 2021.

Hayden Royal held 2,042 shares of iShares S&P Mid-Cap 400 Growth ETF worth $174K as of Q4 2021.
iShares S&P Mid-Cap 400 Growth ETF was a new Hayden Royal position in Q4 2021.
iShares S&P Mid-Cap 400 Growth ETF made up 0.41% of Hayden Royal's portfolio in Q4 2021, its #89 holding.
Hayden Royal first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2018 and has held it in 6 quarters since.
Hayden Royal's iShares S&P Mid-Cap 400 Growth ETF position peaked at $326K in Q4 2019.
735 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2021.

Based on Hayden Royal's 13F filing for Q4 2021, filed 7 Feb 2022.