Laurel Wealth Advisors (California)’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Laurel Wealth Advisors (California)’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 Q4	$11M	Sell	161,301 -2,204	-1%	-$151K	1.09%	12
2022 Q3	$10.3M	Sell	163,505 -1,271	-0.8%	-$87.7K	1.1%	11
2022 Q2	$10.5M	Sell	164,776 -2,030	-1%	-$143K	1.07%	11
2022 Q1	$12.9M	Buy	166,806 +21,161	+15%	+$1.64M	1.07%	10
2021 Q4	$12.4M	Buy	+145,645	New	+$12.2M	0.96%	13

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MMEA

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

Laurel Wealth Advisors (California)'s IJK Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 1.3% in Q4 2022, selling an estimated $151K and leaving 161,301 shares worth $11M. The position accounts for 1.09% of the portfolio, ranked #12.

Laurel Wealth Advisors (California) first reported a position in IJK in Q4 2021 and has held it in 5 quarters since. The position peaked at $12.9M in Q1 2022. 697 funds tracked by Wall St. Rank hold IJK as of Q4 2022.

Laurel Wealth Advisors (California) held 161,301 shares of iShares S&P Mid-Cap 400 Growth ETF worth $11M as of Q4 2022.
Laurel Wealth Advisors (California) sold 2,204 iShares S&P Mid-Cap 400 Growth ETF shares in Q4 2022, an estimated $151K.
iShares S&P Mid-Cap 400 Growth ETF made up 1.09% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #12 holding.
Laurel Wealth Advisors (California) first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2021 and has held it in 5 quarters since.
Laurel Wealth Advisors (California)'s iShares S&P Mid-Cap 400 Growth ETF position peaked at $12.9M in Q1 2022.
697 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.