Leelyn Smith’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Leelyn Smith’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 Q1	–	Sell	-372	Closed	-$25.4K	–	259
2022 Q4	$25.4K	Hold	372	–	–	0.01%	229
2022 Q3	$23K	Hold	372	–	–	0.01%	215
2022 Q2	$24K	Hold	372	–	–	0.01%	233
2022 Q1	$29K	Hold	372	–	–	0.01%	222
2021 Q4	$32K	Hold	372	–	–	0.01%	219
2021 Q3	$29K	Hold	372	–	–	0.01%	216
2021 Q2	$30K	Sell	372 -1,072	-74%	-$86K	0.01%	216
2021 Q1	$113K	Buy	1,444 +2	+0.1%	+$154	0.03%	159
2020 Q4	$104K	Sell	1,442 -46	-3%	-$3.07K	0.03%	161
2020 Q3	$89K	Buy	1,488 +172	+13%	+$10.2K	0.03%	169
2020 Q2	$74K	Buy	1,316 +200	+18%	+$10.4K	0.03%	179
2020 Q1	$50K	Hold	1,116	–	–	0.03%	168
2019 Q4	$66	Buy	+1,116	New	+$64K	0.03%	176

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

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

Leelyn Smith's IJK Position: Q1 2023 in Review

Leelyn Smith sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2023, closing a stake of 372 shares — an estimated $25.4K sold.

Leelyn Smith first reported a position in IJK in Q4 2019 and held it in 13 quarters. The position peaked at $113K in Q1 2021. 719 funds tracked by Wall St. Rank hold IJK as of Q1 2023.

Leelyn Smith reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2023 after selling out during the quarter.
Leelyn Smith sold 372 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2023, an estimated $25.4K.
Leelyn Smith first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2019 and held it in 13 quarters.
Leelyn Smith's iShares S&P Mid-Cap 400 Growth ETF position peaked at $113K in Q1 2021.
719 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2023.

Based on Leelyn Smith's 13F filing for Q1 2023, filed 12 May 2023.