Tanglewood Wealth Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Tanglewood Wealth Management’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	-475,461	Closed	-$34M	–	30
2023 Q1	$34M	Buy	475,461 +3,175	+0.7%	+$227K	4.94%	6
2022 Q4	$32.3M	Sell	472,286 -13,328	-3%	-$916K	4.83%	9
2022 Q3	$30.6M	Buy	+485,614	New	+$33.5M	4.62%	11

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

Tanglewood Wealth Management's IJK Position: Q2 2023 in Review

Tanglewood Wealth Management sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2023, closing a stake of 475,461 shares — an estimated $34M sold.

Tanglewood Wealth Management first reported a position in IJK in Q3 2022 and held it in 3 quarters. The position peaked at $34M in Q1 2023. 728 funds tracked by Wall St. Rank hold IJK as of Q2 2023.

Tanglewood Wealth Management reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2023 after selling out during the quarter.
Tanglewood Wealth Management sold 475,461 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2023, an estimated $34M.
Tanglewood Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2022 and held it in 3 quarters.
Tanglewood Wealth Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $34M in Q1 2023.
728 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2023.

Based on Tanglewood Wealth Management's 13F filing for Q2 2023, filed 4 Aug 2023.