Kistler-Tiffany Companies’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Kistler-Tiffany Companies’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 Q2	$614K	Sell	8,183 -104	-1%	-$7.43K	0.1%	163
2023 Q1	$593K	Buy	8,287 +915	+12%	+$65.4K	0.11%	138
2022 Q4	$503K	Buy	7,372 +449	+6%	+$30.9K	0.1%	144
2022 Q3	$436K	Buy	6,923 +5	+0.1%	+$345	0.1%	137
2022 Q2	$441K	Buy	6,918 +4	+0.1%	+$281	0.1%	135
2022 Q1	$534K	Buy	6,914 +3	+0%	+$232	0.1%	128
2021 Q4	$589K	Sell	6,911 -210	-3%	-$17.6K	0.12%	106
2021 Q3	$564K	Buy	7,121 +2	+0%	+$162	0.13%	101
2021 Q2	$576K	Sell	7,119 -181	-2%	-$14.5K	0.13%	102
2021 Q1	$572K	Buy	7,300 +2	+0%	+$154	0.15%	98
2020 Q4	$527K	Sell	7,298 -290	-4%	-$19.3K	0.15%	94
2020 Q3	$454K	Buy	7,588 +1,300	+21%	+$77.3K	0.15%	98
2020 Q2	$352K	Buy	6,288 +216	+4%	+$11.2K	0.12%	102
2020 Q1	$362K	Hold	6,072	–	–	0.13%	96
2019 Q4	$362K	Buy	6,072 +4	+0.1%	+$229	0.13%	98
2019 Q3	$340K	Buy	6,068 +4	+0.1%	+$225	0.13%	102
2019 Q2	$343K	Buy	6,064 +1,756	+41%	+$97.4K	0.13%	102
2019 Q1	$236K	Sell	4,308 -592	-12%	-$31.2K	0.1%	119
2018 Q4	$234K	Buy	4,900 +8	+0.2%	+$419	0.11%	105
2018 Q3	$285K	Hold	4,892	–	–	0.12%	105
2018 Q2	$275K	Sell	4,892 -3,356	-41%	-$188K	0.12%	104
2018 Q1	$450K	Hold	8,248	–	–	0.19%	91
2017 Q4	$445K	Hold	8,248	–	–	0.18%	94
2017 Q3	$417K	Sell	8,248 -4	-0%	-$197	0.17%	91
2017 Q2	$406K	Sell	8,252 -1,720	-17%	-$83.6K	0.19%	85
2017 Q1	$476K	Hold	9,972	–	–	0.22%	72
2016 Q4	$454K	Buy	9,972 +280	+3%	+$12.3K	0.22%	70
2016 Q3	$423K	Sell	9,692 -888	-8%	-$39K	0.21%	76
2016 Q2	$447K	Hold	10,580	–	–	0.23%	70
2016 Q1	$430K	Buy	10,580 +1,376	+15%	+$52.5K	0.24%	67
2015 Q4	$409K	Buy	9,204 +648	+8%	+$26.5K	0.23%	70
2015 Q3	$374K	Sell	8,556 -508	-6%	-$21.2K	0.22%	70
2015 Q2	$384K	Hold	9,064	–	–	0.23%	76
2015 Q1	$389K	Hold	9,064	–	–	0.25%	70
2014 Q4	$362K	Sell	9,064 -480	-5%	-$18.6K	0.24%	71
2014 Q3	$361K	Sell	9,544 -464	-5%	-$18K	0.24%	74
2014 Q2	$393K	Sell	10,008 -1,464	-13%	-$55.3K	0.29%	67
2014 Q1	$439K	Hold	11,472	–	–	0.33%	61
2013 Q4	$431K	Sell	11,472 -3,912	-25%	-$141K	0.32%	61
2013 Q3	$535K	Sell	15,384 -600	-4%	-$20.4K	0.43%	48
2013 Q2	$515K	Buy	+15,984	New	+$519K	0.44%	48

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

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

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

Kistler-Tiffany Companies's IJK Position: Q2 2023 in Review

Kistler-Tiffany Companies reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 1.3% in Q2 2023, selling an estimated $7.43K and leaving 8,183 shares worth $614K. The position accounts for 0.1% of the portfolio, ranked #163.

Kistler-Tiffany Companies first reported a position in IJK in Q2 2013 and has held it in 41 quarters since. 728 funds tracked by Wall St. Rank hold IJK as of Q2 2023.

Kistler-Tiffany Companies held 8,183 shares of iShares S&P Mid-Cap 400 Growth ETF worth $614K as of Q2 2023.
Kistler-Tiffany Companies sold 104 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2023, an estimated $7.43K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.1% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #163 holding.
Kistler-Tiffany Companies first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2013 and has held it in 41 quarters since.
728 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.