Investmark Advisory Group’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Investmark Advisory Group’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	-180	Closed	-$15K	–	225
2021 Q4	$15K	Buy	+180	New	+$15.1K	0.01%	245

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

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

DADC

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

Investmark Advisory Group's IJK Position: Q1 2022 in Review

Investmark Advisory Group sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2022, closing a stake of 180 shares — an estimated $15K sold.

Investmark Advisory Group first reported a position in IJK in Q4 2021 and held it in 1 quarter. The position peaked at $15K in Q4 2021. 708 funds tracked by Wall St. Rank hold IJK as of Q1 2022.

Investmark Advisory Group reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2022 after selling out during the quarter.
Investmark Advisory Group sold 180 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2022, an estimated $15K.
Investmark Advisory Group first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2021 and held it in 1 quarter.
Investmark Advisory Group's iShares S&P Mid-Cap 400 Growth ETF position peaked at $15K in Q4 2021.
708 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2022.

Based on Investmark Advisory Group's 13F filing for Q1 2022, filed 3 May 2022.