Laidlaw Wealth Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Laidlaw Wealth Management’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	-3,298	Closed	-$247K	–	316
2023 Q2	$247K	Hold	3,298	–	–	0.05%	295
2023 Q1	$236K	Hold	3,298	–	–	0.05%	303
2022 Q4	$225K	Sell	3,298 -20	-0.6%	-$1.38K	0.05%	312
2022 Q3	$209K	Hold	3,318	–	–	0.05%	295
2022 Q2	$211K	Buy	+3,318	New	+$233K	0.04%	334

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

Laidlaw Wealth Management's IJK Position: Q3 2023 in Review

Laidlaw Wealth Management sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2023, closing a stake of 3,298 shares — an estimated $247K sold.

Laidlaw Wealth Management first reported a position in IJK in Q2 2022 and held it in 5 quarters. The position peaked at $247K in Q2 2023. 733 funds tracked by Wall St. Rank hold IJK as of Q3 2023.

Laidlaw Wealth Management reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q3 2023 after selling out during the quarter.
Laidlaw Wealth Management sold 3,298 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2023, an estimated $247K.
Laidlaw Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2022 and held it in 5 quarters.
Laidlaw Wealth Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $247K in Q2 2023.
733 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2023.

Based on Laidlaw Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.