Optimum Investment Advisors’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Optimum Investment 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
2022 Q2	–	Sell	-106	Closed	-$8K	–	864
2022 Q1	$8K	Buy	+106	New	+$8.19K	﹤0.01%	673
2019 Q2	–	Sell	-720	Closed	-$39K	–	973
2019 Q1	$39K	Hold	720	–	–	0.01%	553
2018 Q4	$34K	Hold	720	–	–	0.01%	538
2018 Q3	$42K	Hold	720	–	–	0.01%	562
2018 Q2	$40K	Hold	720	–	–	0.01%	572
2018 Q1	$39K	Buy	+720	New	+$39.8K	0.01%	571
2015 Q1	$17K	Hold	408	–	–	0.01%	723
2014 Q4	$16K	Hold	408	–	–	0.01%	768
2014 Q3	$15K	Hold	408	–	–	0.01%	695
2014 Q2	$16K	Hold	408	–	–	0.01%	699
2014 Q1	$16K	Hold	408	–	–	0.01%	541
2013 Q4	$15K	Hold	408	–	–	0.01%	557
2013 Q3	$14K	Buy	+408	New	+$13.9K	0.01%	540

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Optimum Investment Advisors's IJK Position: Q2 2022 in Review

Optimum Investment Advisors sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2022, closing a stake of 106 shares — an estimated $8K sold.

Optimum Investment Advisors first reported a position in IJK in Q3 2013 and held it in 13 quarters. The position peaked at $42K in Q3 2018. 662 funds tracked by Wall St. Rank hold IJK as of Q2 2022.

Optimum Investment Advisors reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2022 after selling out during the quarter.
Optimum Investment Advisors sold 106 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2022, an estimated $8K.
Optimum Investment Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2013 and held it in 13 quarters.
Optimum Investment Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $42K in Q3 2018.
662 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2022.

Based on Optimum Investment Advisors's 13F filing for Q2 2022, filed 12 Jul 2022.