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

Personal Wealth Partners’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	-3,540	Closed	-$274K	–	26
2022 Q1	$274K	Hold	3,540	–	–	0.12%	67
2021 Q4	$302K	Hold	3,540	–	–	0.12%	66
2021 Q3	$280K	Hold	3,540	–	–	0.12%	62
2021 Q2	$286K	Hold	3,540	–	–	0.12%	62
2021 Q1	$277K	Hold	3,540	–	–	0.13%	59
2020 Q4	$256K	Hold	3,540	–	–	0.12%	57
2020 Q3	$212K	Buy	+3,540	New	+$211K	0.11%	66
2020 Q2	–	Sell	-5,200	Closed	-$232K	–	66
2020 Q1	$232K	Sell	5,200 -760	-13%	-$41.8K	0.14%	55
2019 Q4	$355K	Hold	5,960	–	–	0.15%	49
2019 Q3	$334K	Hold	5,960	–	–	0.15%	51
2019 Q2	$337K	Hold	5,960	–	–	0.16%	47
2019 Q1	$326K	Buy	+5,960	New	+$315K	0.17%	46

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

Personal Wealth Partners's IJK Position: Q2 2022 in Review

Personal Wealth Partners sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2022, closing a stake of 3,540 shares — an estimated $274K sold.

Personal Wealth Partners first reported a position in IJK in Q1 2019 and held it in 12 quarters. The position peaked at $355K in Q4 2019. 662 funds tracked by Wall St. Rank hold IJK as of Q2 2022.

Personal Wealth Partners reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2022 after selling out during the quarter.
Personal Wealth Partners sold 3,540 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2022, an estimated $274K.
Personal Wealth Partners first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2019 and held it in 12 quarters.
Personal Wealth Partners's iShares S&P Mid-Cap 400 Growth ETF position peaked at $355K in Q4 2019.
662 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2022.

Based on Personal Wealth Partners's 13F filing for Q2 2022.