MJRIC
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Mogy Joel R Investment Counsel’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Mogy Joel R Investment Counsel’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
Q2 		– Sell
-386
Closed -$27.6K – 119
2023
Q1 		$27.6K Buy
+386
New +$27.6K ﹤0.01% 118

Other funds holding IJK

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
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
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Mogy Joel R Investment Counsel's IJK Position: Q2 2023 in Review

Mogy Joel R Investment Counsel sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2023, closing a stake of 386 shares — an estimated $27.6K sold.

Mogy Joel R Investment Counsel first reported a position in IJK in Q1 2023 and held it in 1 quarter. The position peaked at $27.6K in Q1 2023. 728 funds tracked by Wall St. Rank hold IJK as of Q2 2023.

  • Mogy Joel R Investment Counsel reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2023 after selling out during the quarter.
  • Mogy Joel R Investment Counsel sold 386 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2023, an estimated $27.6K.
  • Mogy Joel R Investment Counsel first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2023 and held it in 1 quarter.
  • Mogy Joel R Investment Counsel's iShares S&P Mid-Cap 400 Growth ETF position peaked at $27.6K in Q1 2023.
  • 728 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2023.

Based on Mogy Joel R Investment Counsel's 13F filing for Q2 2023, filed 14 Aug 2023.