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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return

Personal Capital Advisors's IJK Position: Q4 2022 in Review

Personal Capital Advisors increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 3% in Q4 2022, buying an estimated $15.2K and bringing the position to 7,517 shares worth $513K. The position accounts for ﹤0.01% of the portfolio, ranked #296.

Personal Capital Advisors first reported a position in IJK in Q4 2019 and has held it in 10 quarters since. The position peaked at $556K in Q4 2021. 697 funds tracked by Wall St. Rank hold IJK as of Q4 2022.

Personal Capital Advisors held 7,517 shares of iShares S&P Mid-Cap 400 Growth ETF worth $513K as of Q4 2022.
Personal Capital Advisors bought 221 iShares S&P Mid-Cap 400 Growth ETF shares in Q4 2022, an estimated $15.2K.
iShares S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #296 holding.
Personal Capital Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2019 and has held it in 10 quarters since.
Personal Capital Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $556K in Q4 2021.
697 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.