RPg Family Wealth Advisory’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

RPg Family Wealth Advisory’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 Q2	–	Sell	-1,532	Closed	-$118K	–	195
2022 Q1	$118K	Hold	1,532	–	–	0.05%	120
2021 Q4	$131K	Hold	1,532	–	–	0.05%	125
2021 Q3	$121K	Hold	1,532	–	–	0.05%	136
2021 Q2	$124K	Buy	+1,532	New	+$123K	0.05%	140
2020 Q4	$440K	Sell	6,092 -148	-2%	-$9.87K	0.21%	78
2020 Q3	$373K	Sell	6,240 -324	-5%	-$19.3K	0.2%	85
2020 Q2	$368K	Hold	6,564	–	–	0.22%	82
2020 Q1	$293K	Hold	6,564	–	–	0.23%	74
2019 Q4	$391K	Sell	6,564 -84	-1%	-$4.81K	0.22%	79
2019 Q3	$372K	Hold	6,648	–	–	0.23%	78
2019 Q2	$376K	Hold	6,648	–	–	0.22%	79
2019 Q1	$364K	Buy	6,648 +1,412	+27%	+$74.5K	0.22%	80
2018 Q4	$250K	Sell	5,236 -144	-3%	-$7.54K	0.24%	50
2018 Q3	$313K	Hold	5,380	–	–	0.24%	56
2018 Q2	$302K	Buy	+5,380	New	+$301K	0.23%	58
2016 Q1	–	Sell	-464	Closed	-$18.7K	–	271
2015 Q4	$18.7K	Buy	+464	New	+$19K	0.02%	149

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

Goldman Sachs New York $871B AUM 31.28% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RPg Family Wealth Advisory's IJK Position: Q2 2022 in Review

RPg Family Wealth Advisory sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2022, closing a stake of 1,532 shares — an estimated $118K sold.

RPg Family Wealth Advisory first reported a position in IJK in Q4 2015 and held it in 16 quarters. The position peaked at $440K in Q4 2020. 662 funds tracked by Wall St. Rank hold IJK as of Q2 2022.

RPg Family Wealth Advisory reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2022 after selling out during the quarter.
RPg Family Wealth Advisory sold 1,532 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2022, an estimated $118K.
RPg Family Wealth Advisory first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2015 and held it in 16 quarters.
RPg Family Wealth Advisory's iShares S&P Mid-Cap 400 Growth ETF position peaked at $440K in Q4 2020.
662 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2022.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2022, filed 12 Aug 2022.