Pathway Financial Advisers’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Pathway Financial Advisers’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 Q1	$4.92K	Sell	69 -451	-87%	-$32.2K	﹤0.01%	440
2022 Q4	$35.6K	Buy	+520	New	+$35.7K	0.01%	271

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

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

Pathway Financial Advisers's IJK Position: Q1 2023 in Review

Pathway Financial Advisers reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 87% in Q1 2023, selling an estimated $32.2K and leaving 69 shares worth $4.92K. The position accounts for ﹤0.01% of the portfolio, ranked #440.

Pathway Financial Advisers first reported a position in IJK in Q4 2022 and has held it in 2 quarters since. The position peaked at $35.6K in Q4 2022. 719 funds tracked by Wall St. Rank hold IJK as of Q1 2023.

Pathway Financial Advisers held 69 shares of iShares S&P Mid-Cap 400 Growth ETF worth $4.92K as of Q1 2023.
Pathway Financial Advisers sold 451 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2023, an estimated $32.2K.
iShares S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of Pathway Financial Advisers's portfolio in Q1 2023, its #440 holding.
Pathway Financial Advisers first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2022 and has held it in 2 quarters since.
Pathway Financial Advisers's iShares S&P Mid-Cap 400 Growth ETF position peaked at $35.6K in Q4 2022.
719 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2023.

Based on Pathway Financial Advisers's 13F filing for Q1 2023, filed 19 Jul 2024.