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

HC Financial 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
2022 Q2	$10K	Hold	160	–	–	0.01%	235
2022 Q1	$12K	Hold	160	–	–	0.01%	224
2021 Q4	$14K	Hold	160	–	–	0.01%	229
2021 Q3	$13K	Hold	160	–	–	0.01%	224
2021 Q2	$13K	Hold	160	–	–	0.01%	224
2021 Q1	$13K	Hold	160	–	–	0.01%	228
2020 Q4	$12K	Hold	160	–	–	0.01%	249
2020 Q3	$10K	Hold	160	–	–	0.01%	256
2020 Q2	$9K	Hold	160	–	–	0.01%	250
2020 Q1	$7K	Buy	+160	New	+$8.8K	0.01%	266

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HC Financial Advisors's IJK Position: Q2 2022 in Review

HC Financial Advisors held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2022 at 160 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #235.

HC Financial Advisors first reported a position in IJK in Q1 2020 and has held it in 10 quarters since. The position peaked at $14K in Q4 2021. 662 funds tracked by Wall St. Rank hold IJK as of Q2 2022.

HC Financial Advisors held 160 shares of iShares S&P Mid-Cap 400 Growth ETF worth $10K as of Q2 2022.
HC Financial Advisors left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q2 2022.
iShares S&P Mid-Cap 400 Growth ETF made up 0.01% of HC Financial Advisors's portfolio in Q2 2022, its #235 holding.
HC Financial Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2020 and has held it in 10 quarters since.
HC Financial Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $14K in Q4 2021.
662 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.