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

Hedeker Wealth’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 Q2	–	Sell	-3,068	Closed	-$240K	–	77
2021 Q1	$240K	Sell	3,068 -60	-2%	-$4.62K	0.08%	63
2020 Q4	$225K	Sell	3,128 -1,008	-24%	-$67.2K	0.08%	65
2020 Q3	$247K	Buy	+4,136	New	+$246K	0.12%	67
2016 Q4	–	Sell	-1,392	Closed	-$1.99K	–	144
2016 Q3	$1.99K	Buy	+1,392	New	+$61.1K	0.1%	81
2016 Q1	–	Sell	-9,676	Closed	-$389K	–	119
2015 Q4	$389K	Sell	9,676 -9,716	-50%	-$398K	0.34%	63
2015 Q3	$762K	Buy	+19,392	New	+$810K	0.66%	44

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 $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

DADC

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Hedeker Wealth's IJK Position: Q2 2021 in Review

Hedeker Wealth sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2021, closing a stake of 3,068 shares — an estimated $240K sold.

Hedeker Wealth first reported a position in IJK in Q3 2015 and held it in 6 quarters. The position peaked at $762K in Q3 2015. 657 funds tracked by Wall St. Rank hold IJK as of Q2 2021.

Hedeker Wealth reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2021 after selling out during the quarter.
Hedeker Wealth sold 3,068 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2021, an estimated $240K.
Hedeker Wealth first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2015 and held it in 6 quarters.
Hedeker Wealth's iShares S&P Mid-Cap 400 Growth ETF position peaked at $762K in Q3 2015.
657 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2021.

Based on Hedeker Wealth's 13F filing for Q2 2021, filed 21 Jul 2021.