John W. Brooker & Co’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

John W. Brooker & 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
2021 Q3	–	Sell	-169	Closed	-$14K	–	196
2021 Q2	$14K	Sell	169 -12	-7%	-$963	0.01%	127
2021 Q1	$14K	Sell	181 -55	-23%	-$4.24K	0.01%	114
2020 Q4	$17K	Hold	236	–	–	0.01%	103
2020 Q3	$14K	Sell	236 -44	-16%	-$2.62K	0.01%	104
2020 Q2	$16K	Sell	280 -68	-20%	-$3.53K	0.01%	101
2020 Q1	$16K	Hold	348	–	–	0.01%	103
2019 Q4	$21K	Buy	+348	New	+$19.9K	0.01%	101

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

RJFSA

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

DADC

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

John W. Brooker & Co's IJK Position: Q3 2021 in Review

John W. Brooker & Co sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2021, closing a stake of 169 shares — an estimated $14K sold.

John W. Brooker & Co first reported a position in IJK in Q4 2019 and held it in 7 quarters. The position peaked at $21K in Q4 2019. 647 funds tracked by Wall St. Rank hold IJK as of Q3 2021.

John W. Brooker & Co reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q3 2021 after selling out during the quarter.
John W. Brooker & Co sold 169 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2021, an estimated $14K.
John W. Brooker & Co first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2019 and held it in 7 quarters.
John W. Brooker & Co's iShares S&P Mid-Cap 400 Growth ETF position peaked at $21K in Q4 2019.
647 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2021.

Based on John W. Brooker & Co's 13F filing for Q3 2021, filed 7 Oct 2021.