Lloyd Advisory Services’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-1,592
Closed -$123K 296
2022
Q1
$123K Buy
+1,592
New +$123K 0.06% 140
2020
Q1
Sell
-788
Closed -$47K 332
2019
Q4
$47K Buy
+788
New +$45.2K 0.04% 123

Other funds holding IJK

Lloyd Advisory Services's IJK Position: Q2 2022 in Review

Lloyd Advisory Services sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2022, closing a stake of 1,592 shares — an estimated $123K sold.

Lloyd Advisory Services first reported a position in IJK in Q4 2019 and held it in 2 quarters. The position peaked at $123K in Q1 2022. 662 funds tracked by Wall St. Rank hold IJK as of Q2 2022.

  • Lloyd Advisory Services reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2022 after selling out during the quarter.
  • Lloyd Advisory Services sold 1,592 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2022, an estimated $123K.
  • Lloyd Advisory Services first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2019 and held it in 2 quarters.
  • Lloyd Advisory Services's iShares S&P Mid-Cap 400 Growth ETF position peaked at $123K in Q1 2022.
  • 662 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2022.

Based on Lloyd Advisory Services's 13F filing for Q2 2022, filed 15 Aug 2022.