Moss Adams Wealth Advisors’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Moss Adams Wealth Advisors’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 Q4	–	Sell	-400	Closed	-$29K	–	145
2023 Q3	$29K	Hold	400	–	–	0.01%	129
2023 Q2	$30K	Sell	400 -140	-26%	-$10K	0.01%	115
2023 Q1	$38.6K	Hold	540	–	–	0.01%	114
2022 Q4	$36.9K	Buy	+540	New	+$37.1K	0.02%	128

Other funds holding IJK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Moss Adams Wealth Advisors's IJK Position: Q4 2023 in Review

Moss Adams Wealth Advisors sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q4 2023, closing a stake of 400 shares — an estimated $29K sold.

Moss Adams Wealth Advisors first reported a position in IJK in Q4 2022 and held it in 4 quarters. The position peaked at $38.6K in Q1 2023. 800 funds tracked by Wall St. Rank hold IJK as of Q4 2023.

Moss Adams Wealth Advisors reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q4 2023 after selling out during the quarter.
Moss Adams Wealth Advisors sold 400 iShares S&P Mid-Cap 400 Growth ETF shares in Q4 2023, an estimated $29K.
Moss Adams Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2022 and held it in 4 quarters.
Moss Adams Wealth Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $38.6K in Q1 2023.
800 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2023.

Based on Moss Adams Wealth Advisors's 13F filing for Q4 2023, filed 6 Feb 2024.