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

Nauset Wealth 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
2022 Q1	$309K	Hold	4,000	–	–	0.25%	48
2021 Q4	$341K	Buy	+4,000	New	+$335K	0.33%	44

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

Nauset Wealth Management's IJK Position: Q1 2022 in Review

Nauset Wealth Management held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q1 2022 at 4,000 shares worth $309K. The position accounts for 0.25% of the portfolio, ranked #48.

Nauset Wealth Management first reported a position in IJK in Q4 2021 and has held it in 2 quarters since. The position peaked at $341K in Q4 2021. 707 funds tracked by Wall St. Rank hold IJK as of Q1 2022.

Nauset Wealth Management held 4,000 shares of iShares S&P Mid-Cap 400 Growth ETF worth $309K as of Q1 2022.
Nauset Wealth Management left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q1 2022.
iShares S&P Mid-Cap 400 Growth ETF made up 0.25% of Nauset Wealth Management's portfolio in Q1 2022, its #48 holding.
Nauset Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2021 and has held it in 2 quarters since.
Nauset Wealth Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $341K 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 Nauset Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.