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

Hoese & Co’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	–	Sell	-660	Closed	-$51K	–	202
2022 Q1	$51K	Hold	660	–	–	0.05%	83
2021 Q4	$56K	Hold	660	–	–	0.06%	87
2021 Q3	$52K	Sell	660 -720	-52%	-$58.4K	0.06%	84
2021 Q2	$112K	Hold	1,380	–	–	0.13%	59
2021 Q1	$108K	Buy	+1,380	New	+$106K	0.13%	56

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

Hoese & Co's IJK Position: Q2 2022 in Review

Hoese & Co sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2022, closing a stake of 660 shares — an estimated $51K sold.

Hoese & Co first reported a position in IJK in Q1 2021 and held it in 5 quarters. The position peaked at $112K in Q2 2021. 662 funds tracked by Wall St. Rank hold IJK as of Q2 2022.

Hoese & Co reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2022 after selling out during the quarter.
Hoese & Co sold 660 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2022, an estimated $51K.
Hoese & Co first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2021 and held it in 5 quarters.
Hoese & Co's iShares S&P Mid-Cap 400 Growth ETF position peaked at $112K in Q2 2021.
662 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2022.

Based on Hoese & Co's 13F filing for Q2 2022, filed 12 Jul 2022.