Sargent Bickham Lagudis’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Sargent Bickham Lagudis’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	$151K	Buy	2,208 +2,160	+4,500%	+$148K	0.01%	293
2022 Q3	$3K	Hold	48	–	–	﹤0.01%	845
2022 Q2	$3K	Hold	48	–	–	﹤0.01%	866
2022 Q1	$4K	Hold	48	–	–	﹤0.01%	818
2021 Q4	$4K	Buy	+48	New	+$4.03K	﹤0.01%	827
2019 Q2	–	Sell	-268	Closed	-$15K	–	780
2019 Q1	$15K	Hold	268	–	–	﹤0.01%	556
2018 Q4	$13K	Buy	+268	New	+$14K	﹤0.01%	549
2018 Q3	–	Sell	-268	Closed	-$15K	–	769
2018 Q2	$15K	Hold	268	–	–	﹤0.01%	529
2018 Q1	$15K	Hold	268	–	–	﹤0.01%	525
2017 Q4	$14K	Hold	268	–	–	﹤0.01%	550
2017 Q3	$14K	Buy	+268	New	+$13.2K	﹤0.01%	559

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

Sargent Bickham Lagudis's IJK Position: Q4 2022 in Review

Sargent Bickham Lagudis increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 4,500% in Q4 2022, buying an estimated $148K and bringing the position to 2,208 shares worth $151K. The position accounts for 0.01% of the portfolio, ranked #293.

Sargent Bickham Lagudis first reported a position in IJK in Q3 2017 and has held it in 11 quarters since. 697 funds tracked by Wall St. Rank hold IJK as of Q4 2022.

Sargent Bickham Lagudis held 2,208 shares of iShares S&P Mid-Cap 400 Growth ETF worth $151K as of Q4 2022.
Sargent Bickham Lagudis bought 2,160 iShares S&P Mid-Cap 400 Growth ETF shares in Q4 2022, an estimated $148K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #293 holding.
Sargent Bickham Lagudis first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2017 and has held it in 11 quarters since.
697 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.