Syverson Strege & Co’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Syverson Strege & Co’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	–	Sell	-1,056	Closed	-$67K	–	324
2022 Q3	$67K	Hold	1,056	–	–	0.03%	107
2022 Q2	$67K	Sell	1,056 -117	-10%	-$8.22K	0.02%	113
2022 Q1	$91K	Hold	1,173	–	–	0.1%	95
2021 Q4	$100K	Sell	1,173 -698	-37%	-$58.5K	0.07%	97
2021 Q3	$148K	Sell	1,871 -92	-5%	-$7.47K	0.12%	78
2021 Q2	$159K	Sell	1,963 -529	-21%	-$42.5K	0.14%	70
2021 Q1	$195K	Hold	2,492	–	–	0.2%	56
2020 Q4	$180K	Buy	+2,492	New	+$166K	0.17%	56

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

Syverson Strege & Co's IJK Position: Q4 2022 in Review

Syverson Strege & Co sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q4 2022, closing a stake of 1,056 shares — an estimated $67K sold.

Syverson Strege & Co first reported a position in IJK in Q4 2020 and held it in 8 quarters. The position peaked at $195K in Q1 2021. 697 funds tracked by Wall St. Rank hold IJK as of Q4 2022.

Syverson Strege & Co reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q4 2022 after selling out during the quarter.
Syverson Strege & Co sold 1,056 iShares S&P Mid-Cap 400 Growth ETF shares in Q4 2022, an estimated $67K.
Syverson Strege & Co first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2020 and held it in 8 quarters.
Syverson Strege & Co's iShares S&P Mid-Cap 400 Growth ETF position peaked at $195K in Q1 2021.
697 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2022.

Based on Syverson Strege & Co's 13F filing for Q4 2022, filed 7 Feb 2023.