PCA
IJK icon

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

Personal Capital 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
Q4 		$513K Buy
7,517
+221
+3% +$15.2K ﹤0.01% 296
2022
Q3 		$460K Buy
7,296
+820
+13% +$56.6K ﹤0.01% 297
2022
Q2 		$413K Hold
6,476
– – ﹤0.01% 297
2022
Q1 		$500K Sell
6,476
-42
-0.6% -$3.25K ﹤0.01% 305
2021
Q4 		$556K Buy
6,518
+28
+0.4% +$2.35K ﹤0.01% 321
2021
Q3 		$514K Buy
6,490
+14
+0.2% +$1.14K ﹤0.01% 308
2021
Q2 		$524K Buy
6,476
+3,720
+135% +$299K ﹤0.01% 300
2021
Q1 		$216K Sell
2,756
-720
-21% -$55.5K ﹤0.01% 448
2020
Q4 		$251K Buy
+3,476
New +$232K ﹤0.01% 409
2020
Q1 		– Sell
-8,244
Closed -$491K – 368
2019
Q4 		$491K Buy
+8,244
New +$472K ﹤0.01% 265

Other funds holding IJK

Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
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