Newbridge Financial Services Group’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Newbridge Financial Services Group’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 Q3	–	Sell	-405	Closed	-$30.4K	–	1353
2023 Q2	$30.4K	Buy	405 +1	+0.2%	+$71	0.01%	578
2023 Q1	$28.9K	Buy	404 +1	+0.2%	+$71	0.02%	604
2022 Q4	$27.5K	Buy	403 +1	+0.2%	+$69	0.02%	623
2022 Q3	$25K	Buy	+402	New	+$27.8K	0.01%	638
2022 Q2	–	Sell	-70	Closed	-$5K	–	1435
2022 Q1	$5K	Buy	+70	New	+$5.41K	﹤0.01%	1102
2021 Q2	–	Sell	-412	Closed	-$32K	–	1465
2021 Q1	$32K	Hold	412	–	–	0.02%	546
2020 Q4	$30K	Hold	412	–	–	0.02%	446
2020 Q3	$25K	Buy	+412	New	+$24.5K	0.02%	446

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

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

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

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

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

Newbridge Financial Services Group's IJK Position: Q3 2023 in Review

Newbridge Financial Services Group sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2023, closing a stake of 405 shares — an estimated $30.4K sold.

Newbridge Financial Services Group first reported a position in IJK in Q3 2020 and held it in 8 quarters. The position peaked at $32K in Q1 2021. 733 funds tracked by Wall St. Rank hold IJK as of Q3 2023.

Newbridge Financial Services Group reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q3 2023 after selling out during the quarter.
Newbridge Financial Services Group sold 405 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2023, an estimated $30.4K.
Newbridge Financial Services Group first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2020 and held it in 8 quarters.
Newbridge Financial Services Group's iShares S&P Mid-Cap 400 Growth ETF position peaked at $32K in Q1 2021.
733 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2023.

Based on Newbridge Financial Services Group's 13F filing for Q3 2023, filed 17 Oct 2023.