Relaxing Retirement Coach’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Relaxing Retirement Coach’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
2023 Q2	$291K	Hold	3,880	–	–	0.09%	61
2023 Q1	$277K	Hold	3,880	–	–	0.09%	55
2022 Q4	$265K	Hold	3,880	–	–	0.1%	57
2022 Q3	$244K	Hold	3,880	–	–	0.12%	48
2022 Q2	$247K	Hold	3,880	–	–	0.12%	49
2022 Q1	$300K	Hold	3,880	–	–	0.15%	42
2021 Q4	$331K	Hold	3,880	–	–	0.19%	42
2021 Q3	$307K	Hold	3,880	–	–	0.25%	40
2021 Q2	$314K	Hold	3,880	–	–	0.27%	40
2021 Q1	$304K	Hold	3,880	–	–	0.35%	39
2020 Q4	$280K	Sell	3,880 -3,880	-50%	-$259K	0.31%	42
2020 Q3	$466K	Buy	7,760 +3,360	+76%	+$200K	0.2%	44
2020 Q2	$246K	Sell	4,400 -516	-10%	-$26.8K	0.17%	43
2020 Q1	$219K	Hold	4,916	–	–	0.13%	45
2019 Q4	$292K	Sell	4,916 -84	-2%	-$4.81K	0.09%	47
2019 Q3	$280K	Sell	5,000 -88	-2%	-$4.95K	0.09%	47
2019 Q2	$288K	Hold	5,088	–	–	0.09%	47
2019 Q1	$278K	Hold	5,088	–	–	0.09%	48
2018 Q4	$243K	Hold	5,088	–	–	0.08%	48
2018 Q3	$295K	Hold	5,088	–	–	0.09%	48
2018 Q2	$286K	Hold	5,088	–	–	0.09%	46
2018 Q1	$278K	Sell	5,088 -792	-13%	-$43.8K	0.09%	51
2017 Q4	$317K	Buy	+5,880	New	+$310K	0.1%	48

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Relaxing Retirement Coach's IJK Position: Q2 2023 in Review

Relaxing Retirement Coach held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2023 at 3,880 shares worth $291K. The position accounts for 0.09% of the portfolio, ranked #61.

Relaxing Retirement Coach first reported a position in IJK in Q4 2017 and has held it in 23 quarters since. The position peaked at $466K in Q3 2020. 728 funds tracked by Wall St. Rank hold IJK as of Q2 2023.

Relaxing Retirement Coach held 3,880 shares of iShares S&P Mid-Cap 400 Growth ETF worth $291K as of Q2 2023.
Relaxing Retirement Coach left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q2 2023.
iShares S&P Mid-Cap 400 Growth ETF made up 0.09% of Relaxing Retirement Coach's portfolio in Q2 2023, its #61 holding.
Relaxing Retirement Coach first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2017 and has held it in 23 quarters since.
Relaxing Retirement Coach's iShares S&P Mid-Cap 400 Growth ETF position peaked at $466K in Q3 2020.
728 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2023.

Based on Relaxing Retirement Coach's 13F filing for Q2 2023, filed 27 Jul 2023.