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

Principle 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
2021 Q3	–	Sell	-2,632	Closed	-$213K	–	311
2021 Q2	$213K	Hold	2,632	–	–	0.02%	301
2021 Q1	$206K	Buy	+2,632	New	+$203K	0.02%	277
2020 Q3	–	Sell	-900	Closed	-$50K	–	282
2020 Q2	$50K	Buy	+900	New	+$46.7K	0.01%	275

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Principle Wealth Partners's IJK Position: Q3 2021 in Review

Principle Wealth Partners sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2021, closing a stake of 2,632 shares — an estimated $213K sold.

Principle Wealth Partners first reported a position in IJK in Q2 2020 and held it in 3 quarters. The position peaked at $213K in Q2 2021. 647 funds tracked by Wall St. Rank hold IJK as of Q3 2021.

Principle Wealth Partners reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q3 2021 after selling out during the quarter.
Principle Wealth Partners sold 2,632 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2021, an estimated $213K.
Principle Wealth Partners first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2020 and held it in 3 quarters.
Principle Wealth Partners's iShares S&P Mid-Cap 400 Growth ETF position peaked at $213K in Q2 2021.
647 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2021.

Based on Principle Wealth Partners's 13F filing for Q3 2021, filed 16 Nov 2021.