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

Ropes Wealth Advisors’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 Q4	–	Sell	-3,290	Closed	-$207K	–	274
2022 Q3	$207K	Buy	+3,290	New	+$227K	0.04%	242
2020 Q4	–	Sell	-24	Closed	-$1K	–	852
2020 Q3	$1K	Buy	+24	New	+$1.43K	﹤0.01%	589
2018 Q2	–	Sell	-60	Closed	-$3K	–	582
2018 Q1	$3K	Buy	+60	New	+$3.32K	﹤0.01%	518

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

Ropes Wealth Advisors's IJK Position: Q4 2022 in Review

Ropes Wealth Advisors sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q4 2022, closing a stake of 3,290 shares — an estimated $207K sold.

Ropes Wealth Advisors first reported a position in IJK in Q1 2018 and held it in 3 quarters. The position peaked at $207K in Q3 2022. 697 funds tracked by Wall St. Rank hold IJK as of Q4 2022.

Ropes Wealth Advisors reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q4 2022 after selling out during the quarter.
Ropes Wealth Advisors sold 3,290 iShares S&P Mid-Cap 400 Growth ETF shares in Q4 2022, an estimated $207K.
Ropes Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2018 and held it in 3 quarters.
Ropes Wealth Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $207K in Q3 2022.
697 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2022.

Based on Ropes Wealth Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.