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

TCI Wealth 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 Q2	–	Sell	-2,178	Closed	-$156K	–	1155
2023 Q1	$156K	Sell	2,178 -126	-5%	-$9K	0.02%	211
2022 Q4	$157K	Sell	2,304 -3	-0.1%	-$206	0.02%	200
2022 Q3	$145K	Buy	2,307 +2	+0.1%	+$138	0.02%	197
2022 Q2	$147K	Buy	2,305 +1	+0%	+$70	0.02%	199
2022 Q1	$178K	Sell	2,304 -156	-6%	-$12.1K	0.03%	190
2021 Q4	$210K	Hold	2,460	–	–	0.03%	173
2021 Q3	$195K	Hold	2,460	–	–	0.03%	191
2021 Q2	$199K	Sell	2,460 -18	-0.7%	-$1.45K	0.03%	184
2021 Q1	$194K	Hold	2,478	–	–	0.08%	167
2020 Q4	$179K	Buy	2,478 +1,114	+82%	+$74.3K	0.08%	171
2020 Q3	$82K	Sell	1,364 -380	-22%	-$22.6K	0.03%	235
2020 Q2	$98K	Buy	1,744 +12	+0.7%	+$623	0.04%	215
2020 Q1	$77K	Sell	1,732 -436	-20%	-$24K	0.04%	239
2019 Q4	$129K	Buy	2,168 +452	+26%	+$25.9K	0.05%	223
2019 Q3	$96K	Buy	1,716 +12	+0.7%	+$675	0.04%	223
2019 Q2	$96K	Hold	1,704	–	–	0.04%	214
2019 Q1	$93K	Hold	1,704	–	–	0.04%	241
2018 Q4	$81K	Hold	1,704	–	–	0.04%	250
2018 Q3	$99K	Hold	1,704	–	–	0.04%	240
2018 Q2	$96K	Hold	1,704	–	–	0.04%	229
2018 Q1	$93K	Hold	1,704	–	–	0.04%	233
2017 Q4	$92K	Hold	1,704	–	–	0.04%	241
2017 Q3	$86K	Hold	1,704	–	–	0.04%	226
2017 Q2	$84K	Buy	+1,704	New	+$82.9K	0.04%	222

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

TCI Wealth Advisors's IJK Position: Q2 2023 in Review

TCI Wealth Advisors sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2023, closing a stake of 2,178 shares — an estimated $156K sold.

TCI Wealth Advisors first reported a position in IJK in Q2 2017 and held it in 24 quarters. The position peaked at $210K in Q4 2021. 728 funds tracked by Wall St. Rank hold IJK as of Q2 2023.

TCI Wealth Advisors reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 2,178 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2023, an estimated $156K.
TCI Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2017 and held it in 24 quarters.
TCI Wealth Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $210K in Q4 2021.
728 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2023.

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