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

RegentAtlantic Capital’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 Q3	$622K	Hold	9,868	–	–	0.02%	397
2022 Q2	$629K	Hold	9,868	–	–	0.02%	384
2022 Q1	$763K	Hold	9,868	–	–	0.02%	368
2021 Q4	$841K	Hold	9,868	–	–	0.02%	352
2021 Q3	$781K	Hold	9,868	–	–	0.02%	345
2021 Q2	$799K	Hold	9,868	–	–	0.02%	327
2021 Q1	$773K	Hold	9,868	–	–	0.03%	310
2020 Q4	$713K	Hold	9,868	–	–	0.03%	287
2020 Q3	$590K	Hold	9,868	–	–	0.03%	299
2020 Q2	$553K	Hold	9,868	–	–	0.03%	289
2020 Q1	$440K	Hold	9,868	–	–	0.03%	285
2019 Q4	$587K	Hold	9,868	–	–	0.04%	291
2019 Q3	$552K	Hold	9,868	–	–	0.04%	288
2019 Q2	$558K	Hold	9,868	–	–	0.04%	284
2019 Q1	$541K	Hold	9,868	–	–	0.04%	285
2018 Q4	$472K	Hold	9,868	–	–	0.04%	288
2018 Q3	$575K	Hold	9,868	–	–	0.04%	275
2018 Q2	$555K	Hold	9,868	–	–	0.05%	264
2018 Q1	$539K	Sell	9,868 -948	-9%	-$52.4K	0.05%	270
2017 Q4	$584K	Buy	10,816 +740	+7%	+$39K	0.05%	269
2017 Q3	$510K	Buy	10,076 +3,580	+55%	+$176K	0.04%	277
2017 Q2	$319K	Buy	6,496 +1,032	+19%	+$50.2K	0.03%	318
2017 Q1	$261K	Buy	5,464 +652	+14%	+$30.8K	0.02%	351
2016 Q4	$219K	Hold	4,812	–	–	0.02%	367
2016 Q3	$210K	Hold	4,812	–	–	0.02%	367
2016 Q2	$203K	Buy	+4,812	New	+$199K	0.02%	362
2015 Q3	–	Sell	-4,812	Closed	-$204K	–	376
2015 Q2	$204K	Hold	4,812	–	–	0.02%	354
2015 Q1	$206K	Hold	4,812	–	–	0.02%	340
2014 Q4	$192K	Buy	+4,812	New	+$187K	0.02%	363

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RegentAtlantic Capital's IJK Position: Q3 2022 in Review

RegentAtlantic Capital held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q3 2022 at 9,868 shares worth $622K. The position accounts for 0.02% of the portfolio, ranked #397.

RegentAtlantic Capital first reported a position in IJK in Q4 2014 and has held it in 29 quarters since. The position peaked at $841K in Q4 2021. 643 funds tracked by Wall St. Rank hold IJK as of Q3 2022.

RegentAtlantic Capital held 9,868 shares of iShares S&P Mid-Cap 400 Growth ETF worth $622K as of Q3 2022.
RegentAtlantic Capital left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q3 2022.
iShares S&P Mid-Cap 400 Growth ETF made up 0.02% of RegentAtlantic Capital's portfolio in Q3 2022, its #397 holding.
RegentAtlantic Capital first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2014 and has held it in 29 quarters since.
RegentAtlantic Capital's iShares S&P Mid-Cap 400 Growth ETF position peaked at $841K in Q4 2021.
643 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2022.

Based on RegentAtlantic Capital's 13F filing for Q3 2022, filed 14 Nov 2022.