Schaper Benz & Wise Investment Counsel’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Schaper Benz & Wise Investment Counsel’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	–	Sell	-4,708	Closed	-$337K	–	138
2023 Q1	$337K	Hold	4,708	–	–	0.03%	118
2022 Q4	$322K	Hold	4,708	–	–	0.03%	115
2022 Q3	$297K	Hold	4,708	–	–	0.03%	113
2022 Q2	$300K	Hold	4,708	–	–	0.03%	123
2022 Q1	$364K	Hold	4,708	–	–	0.03%	120
2021 Q4	$401K	Buy	+4,708	New	+$395K	0.03%	118

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

Schaper Benz & Wise Investment Counsel's IJK Position: Q2 2023 in Review

Schaper Benz & Wise Investment Counsel sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2023, closing a stake of 4,708 shares — an estimated $337K sold.

Schaper Benz & Wise Investment Counsel first reported a position in IJK in Q4 2021 and held it in 6 quarters. The position peaked at $401K in Q4 2021. 728 funds tracked by Wall St. Rank hold IJK as of Q2 2023.

Schaper Benz & Wise Investment Counsel reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2023 after selling out during the quarter.
Schaper Benz & Wise Investment Counsel sold 4,708 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2023, an estimated $337K.
Schaper Benz & Wise Investment Counsel first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2021 and held it in 6 quarters.
Schaper Benz & Wise Investment Counsel's iShares S&P Mid-Cap 400 Growth ETF position peaked at $401K in Q4 2021.
728 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2023.

Based on Schaper Benz & Wise Investment Counsel's 13F filing for Q2 2023, filed 17 Jul 2023.