Mid Atlantic Financial Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Mid Atlantic Financial Management’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
2021 Q3	$584K	Buy	7,374 +44	+0.6%	+$3.57K	0.04%	411
2021 Q2	$593K	Sell	7,330 -40	-0.5%	-$3.21K	0.04%	413
2021 Q1	$578K	Buy	7,370 +68	+0.9%	+$5.24K	0.04%	387
2020 Q4	$527K	Sell	7,302 -21,906	-75%	-$1.46M	0.04%	376
2020 Q3	$480K	Buy	29,208 +21,620	+285%	+$1.29M	0.04%	371
2020 Q2	$425K	Sell	7,588 -12	-0.2%	-$623	0.04%	382
2020 Q1	$339K	Sell	7,600 -492	-6%	-$27.1K	0.04%	403
2019 Q4	$482K	Sell	8,092 -4,160	-34%	-$238K	0.05%	400
2019 Q3	$686K	Buy	12,252 +3,016	+33%	+$170K	0.07%	281
2019 Q2	$522K	Sell	9,236 -1,856	-17%	-$103K	0.05%	355
2019 Q1	$608K	Sell	11,092 -1,372	-11%	-$72.4K	0.07%	316
2018 Q4	$596K	Buy	+12,464	New	+$652K	0.07%	282

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

DADC

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

Mid Atlantic Financial Management's IJK Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.6% in Q3 2021, buying an estimated $3.57K and bringing the position to 7,374 shares worth $584K. The position accounts for 0.04% of the portfolio, ranked #411.

Mid Atlantic Financial Management first reported a position in IJK in Q4 2018 and has held it in 12 quarters since. The position peaked at $686K in Q3 2019. 647 funds tracked by Wall St. Rank hold IJK as of Q3 2021.

Mid Atlantic Financial Management held 7,374 shares of iShares S&P Mid-Cap 400 Growth ETF worth $584K as of Q3 2021.
Mid Atlantic Financial Management bought 44 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2021, an estimated $3.57K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.04% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #411 holding.
Mid Atlantic Financial Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2018 and has held it in 12 quarters since.
Mid Atlantic Financial Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $686K in Q3 2019.
647 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.