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

PRW Wealth Management’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	-13,140	Closed	-$1.06M	–	187
2021 Q2	$1.06M	Buy	+13,140	New	+$1.05M	0.31%	93
2019 Q1	–	Sell	-104	Closed	-$5K	–	734
2018 Q4	$5K	Buy	+104	New	+$5.44K	0.01%	375

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

PRW Wealth Management's IJK Position: Q3 2021 in Review

PRW Wealth Management sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2021, closing a stake of 13,140 shares — an estimated $1.06M sold.

PRW Wealth Management first reported a position in IJK in Q4 2018 and held it in 2 quarters. The position peaked at $1.06M in Q2 2021. 647 funds tracked by Wall St. Rank hold IJK as of Q3 2021.

PRW Wealth Management reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q3 2021 after selling out during the quarter.
PRW Wealth Management sold 13,140 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2021, an estimated $1.06M.
PRW Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2018 and held it in 2 quarters.
PRW Wealth Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $1.06M 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 PRW Wealth Management's 13F filing for Q3 2021, filed 4 Nov 2021.