Joseph P. Lucia & Associates’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Joseph P. Lucia & Associates’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 Q3	–	Sell	-136	Closed	-$9K	–	250
2022 Q2	$9K	Hold	136	–	–	0.01%	314
2022 Q1	$11K	Buy	+136	New	+$10.5K	0.01%	310
2021 Q4	–	Sell	-136	Closed	-$11K	–	318
2021 Q3	$11K	Hold	136	–	–	0.01%	366
2021 Q2	$11K	Hold	136	–	–	0.01%	377
2021 Q1	$11K	Hold	136	–	–	﹤0.01%	352
2020 Q4	$10K	Buy	+136	New	+$9.07K	0.01%	338
2020 Q3	–	Sell	-136	Closed	-$8K	–	248
2020 Q2	$8K	Hold	136	–	–	0.01%	336
2020 Q1	$6K	Hold	136	–	–	0.01%	327
2019 Q4	$8K	Hold	136	–	–	0.01%	326
2019 Q3	$8K	Hold	136	–	–	0.01%	331
2019 Q2	$8K	Hold	136	–	–	0.01%	321
2019 Q1	$7.6K	Buy	+136	New	+$7.18K	0.01%	244

Other funds holding IJK

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Joseph P. Lucia & Associates's IJK Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2022, closing a stake of 136 shares — an estimated $9K sold.

Joseph P. Lucia & Associates first reported a position in IJK in Q1 2019 and held it in 12 quarters. The position peaked at $11K in Q1 2022. 642 funds tracked by Wall St. Rank hold IJK as of Q3 2022.

Joseph P. Lucia & Associates reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q3 2022 after selling out during the quarter.
Joseph P. Lucia & Associates sold 136 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2022, an estimated $9K.
Joseph P. Lucia & Associates first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2019 and held it in 12 quarters.
Joseph P. Lucia & Associates's iShares S&P Mid-Cap 400 Growth ETF position peaked at $11K in Q1 2022.
642 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.