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

Oxler Private 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
2022 Q4	–	Sell	-961	Closed	-$101K	–	212
2022 Q3	$101K	Buy	961 +801	+501%	+$55.3K	0.06%	138
2022 Q2	$10.3K	Buy	+160	New	+$11.2K	﹤0.01%	210
2021 Q1	–	Sell	-160	Closed	-$11K	–	167
2020 Q4	$11K	Buy	+160	New	+$10.7K	0.01%	199

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

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

Goldman Sachs New York $871B AUM 31.28% 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

MMEA

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

Oxler Private Wealth's IJK Position: Q4 2022 in Review

Oxler Private Wealth sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q4 2022, closing a stake of 961 shares — an estimated $101K sold.

Oxler Private Wealth first reported a position in IJK in Q4 2020 and held it in 3 quarters. The position peaked at $101K in Q3 2022. 697 funds tracked by Wall St. Rank hold IJK as of Q4 2022.

Oxler Private Wealth reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q4 2022 after selling out during the quarter.
Oxler Private Wealth sold 961 iShares S&P Mid-Cap 400 Growth ETF shares in Q4 2022, an estimated $101K.
Oxler Private Wealth first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2020 and held it in 3 quarters.
Oxler Private Wealth's iShares S&P Mid-Cap 400 Growth ETF position peaked at $101K in Q3 2022.
697 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2022.

Based on Oxler Private Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.