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

McDonald Partners’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 Q3	–	Sell	-3,540	Closed	-$226K	–	251
2022 Q2	$226K	Hold	3,540	–	–	0.06%	267
2022 Q1	$274K	Buy	+3,540	New	+$274K	0.06%	266
2021 Q4	–	Sell	-3,300	Closed	-$261K	–	630
2021 Q3	$261K	Buy	3,300 +166	+5%	+$13.5K	0.06%	264
2021 Q2	$254K	Sell	3,134 -99	-3%	-$7.95K	0.06%	264
2021 Q1	$253K	Hold	3,233	–	–	0.07%	250
2020 Q4	$233K	Buy	+3,233	New	+$216K	0.07%	247

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

McDonald Partners's IJK Position: Q3 2022 in Review

McDonald Partners sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2022, closing a stake of 3,540 shares — an estimated $226K sold.

McDonald Partners first reported a position in IJK in Q4 2020 and held it in 6 quarters. The position peaked at $274K in Q1 2022. 643 funds tracked by Wall St. Rank hold IJK as of Q3 2022.

McDonald Partners reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q3 2022 after selling out during the quarter.
McDonald Partners sold 3,540 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2022, an estimated $226K.
McDonald Partners first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2020 and held it in 6 quarters.
McDonald Partners's iShares S&P Mid-Cap 400 Growth ETF position peaked at $274K in Q1 2022.
643 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2022.

Based on McDonald Partners's 13F filing for Q3 2022, filed 21 Oct 2022.