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

Mosaic 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
2021 Q4	$527K	Hold	6,176	–	–	0.14%	101
2021 Q3	$489K	Hold	6,176	–	–	0.14%	102
2021 Q2	$500K	Hold	6,176	–	–	0.14%	96
2021 Q1	$484K	Hold	6,176	–	–	0.14%	91
2020 Q4	$446K	Hold	6,176	–	–	0.15%	96
2020 Q3	$369K	Hold	6,176	–	–	0.14%	99
2020 Q2	$346K	Hold	6,176	–	–	0.14%	94
2020 Q1	$276K	Hold	6,176	–	–	0.14%	96
2019 Q4	$368K	Hold	6,176	–	–	0.15%	98
2019 Q3	$346K	Hold	6,176	–	–	0.14%	108
2019 Q2	$349K	Hold	6,176	–	–	0.15%	105
2019 Q1	$338K	Hold	6,176	–	–	0.14%	105
2018 Q4	$295K	Hold	6,176	–	–	0.12%	111
2018 Q3	$326K	Buy	6,176 +12	+0.2%	+$697	0.13%	111
2018 Q2	$346K	Hold	6,164	–	–	0.13%	113
2018 Q1	$336K	Hold	6,164	–	–	0.12%	112
2017 Q4	$333K	Buy	6,164 +5,920	+2,426%	+$312K	0.12%	121
2017 Q3	$12K	Hold	244	–	–	﹤0.01%	551
2017 Q2	$12K	Sell	244 -460	-65%	-$22.4K	0.01%	486
2017 Q1	$33K	Hold	704	–	–	0.01%	377
2016 Q4	$32K	Hold	704	–	–	0.01%	370
2016 Q3	$31K	Hold	704	–	–	0.01%	387
2016 Q2	$30K	Hold	704	–	–	0.01%	394
2016 Q1	$28K	Hold	704	–	–	0.01%	392
2015 Q4	$28K	Buy	+704	New	+$28.8K	0.01%	397

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 $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 $666B AUM 30.12% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

RJFSA

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

Mosaic Family Wealth's IJK Position: Q4 2021 in Review

Mosaic Family Wealth held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q4 2021 at 6,176 shares worth $527K. The position accounts for 0.14% of the portfolio, ranked #101.

Mosaic Family Wealth first reported a position in IJK in Q4 2015 and has held it in 25 quarters since. 735 funds tracked by Wall St. Rank hold IJK as of Q4 2021.

Mosaic Family Wealth held 6,176 shares of iShares S&P Mid-Cap 400 Growth ETF worth $527K as of Q4 2021.
Mosaic Family Wealth left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q4 2021.
iShares S&P Mid-Cap 400 Growth ETF made up 0.14% of Mosaic Family Wealth's portfolio in Q4 2021, its #101 holding.
Mosaic Family Wealth first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2015 and has held it in 25 quarters since.
735 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2021.

Based on Mosaic Family Wealth's 13F filing for Q4 2021, filed 25 Jan 2022.