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

Johnson Midwest Financial’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
2023 Q3	–	Sell	-286	Closed	-$21.4K	–	382
2023 Q2	$21.4K	Buy	+286	New	+$20.4K	0.02%	140
2021 Q4	–	Sell	-180	Closed	-$14K	–	314
2021 Q3	$14K	Buy	+180	New	+$14.6K	0.01%	163
2021 Q1	–	Sell	-194,274	Closed	-$14M	–	281
2020 Q4	$14M	Buy	+194,274	New	+$13M	13.36%	2

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

Johnson Midwest Financial's IJK Position: Q3 2023 in Review

Johnson Midwest Financial sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2023, closing a stake of 286 shares — an estimated $21.4K sold.

Johnson Midwest Financial first reported a position in IJK in Q4 2020 and held it in 3 quarters. The position peaked at $14M in Q4 2020. 733 funds tracked by Wall St. Rank hold IJK as of Q3 2023.

Johnson Midwest Financial reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q3 2023 after selling out during the quarter.
Johnson Midwest Financial sold 286 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2023, an estimated $21.4K.
Johnson Midwest Financial first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2020 and held it in 3 quarters.
Johnson Midwest Financial's iShares S&P Mid-Cap 400 Growth ETF position peaked at $14M in Q4 2020.
733 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2023.

Based on Johnson Midwest Financial's 13F filing for Q3 2023, filed 7 Nov 2023.