RPG Investment Advisory’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

RPG Investment 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
2021 Q4	–	Sell	-80	Closed	-$6K	–	204
2021 Q3	$6K	Hold	80	–	–	﹤0.01%	248
2021 Q2	$6K	Hold	80	–	–	﹤0.01%	254
2021 Q1	$6K	Hold	80	–	–	﹤0.01%	261
2020 Q4	$6K	Hold	80	–	–	﹤0.01%	240
2020 Q3	$5K	Hold	80	–	–	﹤0.01%	237
2020 Q2	$4K	Hold	80	–	–	﹤0.01%	260
2020 Q1	$4K	Hold	80	–	–	﹤0.01%	216
2019 Q4	$5K	Hold	80	–	–	﹤0.01%	214
2019 Q3	$4K	Hold	80	–	–	﹤0.01%	218
2019 Q2	$5K	Hold	80	–	–	﹤0.01%	211
2019 Q1	$4K	Hold	80	–	–	﹤0.01%	236
2018 Q4	$4K	Hold	80	–	–	﹤0.01%	236
2018 Q3	$5K	Hold	80	–	–	﹤0.01%	249
2018 Q2	$4K	Hold	80	–	–	﹤0.01%	268
2018 Q1	$4K	Hold	80	–	–	﹤0.01%	348
2017 Q4	$4K	Hold	80	–	–	﹤0.01%	377
2017 Q3	$4K	Hold	80	–	–	﹤0.01%	296
2017 Q2	$4K	Buy	+80	New	+$3.89K	﹤0.01%	258

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RPG Investment Advisory's IJK Position: Q4 2021 in Review

RPG Investment Advisory sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q4 2021, closing a stake of 80 shares — an estimated $6K sold.

RPG Investment Advisory first reported a position in IJK in Q2 2017 and held it in 18 quarters. The position peaked at $6K in Q3 2021. 735 funds tracked by Wall St. Rank hold IJK as of Q4 2021.

RPG Investment Advisory reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q4 2021 after selling out during the quarter.
RPG Investment Advisory sold 80 iShares S&P Mid-Cap 400 Growth ETF shares in Q4 2021, an estimated $6K.
RPG Investment Advisory first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2017 and held it in 18 quarters.
RPG Investment Advisory's iShares S&P Mid-Cap 400 Growth ETF position peaked at $6K in Q3 2021.
735 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2021.

Based on RPG Investment Advisory's 13F filing for Q4 2021, filed 28 Jan 2022.