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

Simon Quick 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 Q2	–	Sell	-668	Closed	-$52K	–	280
2022 Q1	$52K	Hold	668	–	–	0.01%	203
2021 Q4	$57K	Hold	668	–	–	0.02%	214
2021 Q3	$52K	Hold	668	–	–	0.01%	246
2021 Q2	$54K	Hold	668	–	–	0.01%	234
2021 Q1	$52K	Sell	668 -40	-6%	-$3.08K	0.02%	247
2020 Q4	$51K	Buy	+708	New	+$47.2K	0.02%	211
2020 Q2	–	Sell	-232	Closed	-$10K	–	473
2020 Q1	$10K	Buy	+232	New	+$12.8K	﹤0.01%	315
2019 Q2	–	Sell	-72	Closed	-$4K	–	530
2019 Q1	$4K	Buy	+72	New	+$3.8K	﹤0.01%	366
2017 Q4	–	Sell	-1,176	Closed	-$59K	–	521
2017 Q3	$59K	Hold	1,176	–	–	0.02%	245
2017 Q2	$58K	Hold	1,176	–	–	0.03%	117
2017 Q1	$56K	Buy	+1,176	New	+$55.5K	0.03%	147

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

Simon Quick Advisors's IJK Position: Q2 2022 in Review

Simon Quick Advisors sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2022, closing a stake of 668 shares — an estimated $52K sold.

Simon Quick Advisors first reported a position in IJK in Q1 2017 and held it in 11 quarters. The position peaked at $59K in Q3 2017. 662 funds tracked by Wall St. Rank hold IJK as of Q2 2022.

Simon Quick Advisors reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2022 after selling out during the quarter.
Simon Quick Advisors sold 668 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2022, an estimated $52K.
Simon Quick Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2017 and held it in 11 quarters.
Simon Quick Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $59K in Q3 2017.
662 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2022.

Based on Simon Quick Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.