Sterling Investment Advisors (Pennsylvania)’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 Q3	–	Sell	-440	Closed	-$28K	–	286
2022 Q2	$28K	Hold	440	–	–	0.01%	290
2022 Q1	$34K	Hold	440	–	–	0.01%	302
2021 Q4	$38K	Hold	440	–	–	0.01%	280
2021 Q3	$35K	Hold	440	–	–	0.01%	293
2021 Q2	$36K	Hold	440	–	–	0.01%	295
2021 Q1	$34K	Hold	440	–	–	0.01%	272
2020 Q4	$32K	Hold	440	–	–	0.01%	263
2020 Q3	$26K	Hold	440	–	–	0.01%	266
2020 Q2	$24K	Hold	440	–	–	0.01%	278
2020 Q1	$19K	Hold	440	–	–	0.01%	267
2019 Q4	$26K	Hold	440	–	–	0.01%	272
2019 Q3	$25K	Hold	440	–	–	0.01%	271
2019 Q2	$25K	Hold	440	–	–	0.01%	275
2019 Q1	$24K	Hold	440	–	–	0.01%	279
2018 Q4	$21K	Sell	440 -440	-50%	-$23K	0.01%	273
2018 Q3	$51K	Buy	880 +440	+100%	+$25.5K	0.03%	221
2018 Q2	$24K	Buy	+440	New	+$24.6K	0.01%	275

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

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 $424B AUM 22.94% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s IJK Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2022, closing a stake of 440 shares — an estimated $28K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in IJK in Q2 2018 and held it in 17 quarters. The position peaked at $51K in Q3 2018. 643 funds tracked by Wall St. Rank hold IJK as of Q3 2022.

Sterling Investment Advisors (Pennsylvania) reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q3 2022 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 440 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2022, an estimated $28K.
Sterling Investment Advisors (Pennsylvania) first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2018 and held it in 17 quarters.
Sterling Investment Advisors (Pennsylvania)'s iShares S&P Mid-Cap 400 Growth ETF position peaked at $51K in Q3 2018.
643 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.