Tarbox Family Office’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Tarbox Family Office’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	-1,568	Closed	-$121K	–	535
2022 Q1	$121K	Buy	1,568 +3	+0.2%	+$232	0.02%	112
2021 Q4	$133K	Buy	1,565 +3	+0.2%	+$252	0.02%	141
2021 Q3	$124K	Buy	1,562 +2	+0.1%	+$162	0.02%	159
2021 Q2	$126K	Hold	1,560	–	–	0.02%	163
2021 Q1	$122K	Hold	1,560	–	–	0.02%	140
2020 Q4	$113K	Hold	1,560	–	–	0.02%	143
2020 Q3	$93K	Hold	1,560	–	–	0.02%	150
2020 Q2	$87K	Buy	1,560 +272	+21%	+$14.1K	0.02%	149
2020 Q1	$57K	Buy	+1,288	New	+$70.9K	0.02%	156

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

Tarbox Family Office's IJK Position: Q2 2022 in Review

Tarbox Family Office sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2022, closing a stake of 1,568 shares — an estimated $121K sold.

Tarbox Family Office first reported a position in IJK in Q1 2020 and held it in 9 quarters. The position peaked at $133K in Q4 2021. 662 funds tracked by Wall St. Rank hold IJK as of Q2 2022.

Tarbox Family Office reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2022 after selling out during the quarter.
Tarbox Family Office sold 1,568 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2022, an estimated $121K.
Tarbox Family Office first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2020 and held it in 9 quarters.
Tarbox Family Office's iShares S&P Mid-Cap 400 Growth ETF position peaked at $133K in Q4 2021.
662 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.