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

Meristem Family Wealth’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 Q1	$724K	Sell	9,368 -479	-5%	-$37K	0.08%	148
2021 Q4	$840K	Sell	9,847 -560	-5%	-$47K	0.07%	160
2021 Q3	$824K	Buy	10,407 +2,303	+28%	+$187K	0.08%	157
2021 Q2	$656K	Hold	8,104	–	–	0.1%	142
2021 Q1	$635K	Hold	8,104	–	–	0.13%	108
2020 Q4	$585K	Hold	8,104	–	–	0.12%	108
2020 Q3	$485K	Sell	8,104 -1,668	-17%	-$99.2K	0.12%	102
2020 Q2	$547K	Hold	9,772	–	–	0.15%	89
2020 Q1	$436K	Hold	9,772	–	–	0.13%	101
2019 Q4	$582K	Hold	9,772	–	–	0.14%	90
2019 Q3	$547K	Buy	+9,772	New	+$549K	0.15%	89

Other funds holding IJK

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Meristem Family Wealth's IJK Position: Q1 2022 in Review

Meristem Family Wealth reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 4.9% in Q1 2022, selling an estimated $37K and leaving 9,368 shares worth $724K. The position accounts for 0.08% of the portfolio, ranked #148.

Meristem Family Wealth first reported a position in IJK in Q3 2019 and has held it in 11 quarters since. The position peaked at $840K in Q4 2021. 707 funds tracked by Wall St. Rank hold IJK as of Q1 2022.

Meristem Family Wealth held 9,368 shares of iShares S&P Mid-Cap 400 Growth ETF worth $724K as of Q1 2022.
Meristem Family Wealth sold 479 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2022, an estimated $37K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.08% of Meristem Family Wealth's portfolio in Q1 2022, its #148 holding.
Meristem Family Wealth first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2019 and has held it in 11 quarters since.
Meristem Family Wealth's iShares S&P Mid-Cap 400 Growth ETF position peaked at $840K in Q4 2021.
707 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.