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

Stonebridge Capital 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
2023 Q1	–	Sell	-28	Closed	-$1.92K	–	969
2022 Q4	$1.92K	Buy	+28	New	+$1.93K	﹤0.01%	806
2022 Q2	–	Sell	-80	Closed	-$6K	–	992
2022 Q1	$6K	Hold	80	–	–	﹤0.01%	749
2021 Q4	$7K	Buy	+80	New	+$6.71K	﹤0.01%	695
2021 Q3	–	Sell	-80	Closed	-$6K	–	1016
2021 Q2	$6K	Buy	+80	New	+$6.42K	﹤0.01%	807
2020 Q2	–	Sell	-800	Closed	-$36K	–	812
2020 Q1	$36K	Hold	800	–	–	0.01%	302
2019 Q4	$48K	Hold	800	–	–	0.01%	327
2019 Q3	$45K	Hold	800	–	–	0.01%	332
2019 Q2	$45K	Buy	+800	New	+$44.4K	0.01%	334

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

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

Stonebridge Capital Advisors's IJK Position: Q1 2023 in Review

Stonebridge Capital Advisors sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2023, closing a stake of 28 shares — an estimated $1.92K sold.

Stonebridge Capital Advisors first reported a position in IJK in Q2 2019 and held it in 8 quarters. The position peaked at $48K in Q4 2019. 719 funds tracked by Wall St. Rank hold IJK as of Q1 2023.

Stonebridge Capital Advisors reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2023 after selling out during the quarter.
Stonebridge Capital Advisors sold 28 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2023, an estimated $1.92K.
Stonebridge Capital Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2019 and held it in 8 quarters.
Stonebridge Capital Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $48K in Q4 2019.
719 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2023.

Based on Stonebridge Capital Advisors's 13F filing for Q1 2023, filed 12 May 2023.