TD Ameritrade Investment Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

TD Ameritrade Investment 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 Q3	–	Sell	-17	Closed	-$1K	–	217
2023 Q2	$1K	Sell	17 -160	-90%	-$11.4K	﹤0.01%	512
2023 Q1	$13K	Sell	177 -28	-14%	-$2K	﹤0.01%	350
2022 Q4	$14K	Sell	205 -28	-12%	-$1.93K	﹤0.01%	356
2022 Q3	$15K	Hold	233	–	–	﹤0.01%	347
2022 Q2	$15K	Sell	233 -136	-37%	-$9.55K	﹤0.01%	398
2022 Q1	$29K	Hold	369	–	–	﹤0.01%	394
2021 Q4	$31K	Buy	369 +6	+2%	+$503	﹤0.01%	385
2021 Q3	$87K	Sell	363 -52	-13%	-$4.22K	﹤0.01%	270
2021 Q2	$34K	Sell	415 -308	-43%	-$24.7K	﹤0.01%	366
2021 Q1	$52K	Hold	723	–	–	﹤0.01%	331
2020 Q4	$52K	Sell	723 -729	-50%	-$48.6K	﹤0.01%	331
2020 Q3	$87K	Sell	1,452 -5,400	-79%	-$321K	﹤0.01%	270
2020 Q2	$384K	Sell	6,852 -884	-11%	-$45.9K	﹤0.01%	176
2020 Q1	$345K	Buy	7,736 +7,416	+2,318%	+$408K	﹤0.01%	177
2019 Q4	$19K	Sell	320 -8	-2%	-$459	﹤0.01%	393
2019 Q3	$18K	Buy	+328	New	+$18.4K	﹤0.01%	382
2018 Q3	–	Sell	-780	Closed	-$44K	–	579
2018 Q2	$44K	Buy	780 +600	+333%	+$33.5K	﹤0.01%	141
2018 Q1	$10K	Sell	180 -88	-33%	-$4.87K	﹤0.01%	112
2017 Q4	$14K	Buy	+268	New	+$14.1K	﹤0.01%	91
2017 Q2	–	Sell	-3,492	Closed	-$167K	–	98
2017 Q1	$167K	Buy	3,492 +1,316	+60%	+$62.1K	﹤0.01%	66
2016 Q4	$99K	Buy	2,176 +276	+15%	+$12.2K	﹤0.01%	69
2016 Q3	$83K	Buy	1,900 +540	+40%	+$23.7K	﹤0.01%	68
2016 Q2	$57K	Buy	1,360 +612	+82%	+$25.4K	﹤0.01%	67
2016 Q1	$30K	Buy	748 +188	+34%	+$7.18K	﹤0.01%	71
2015 Q4	$23K	Hold	560	–	–	﹤0.01%	71
2015 Q3	$22K	Buy	560 +272	+94%	+$11.4K	﹤0.01%	69
2015 Q2	$12K	Hold	288	–	–	﹤0.01%	74
2015 Q1	$12K	Buy	+288	New	+$11.9K	﹤0.01%	74
2013 Q4	–	Sell	-412	Closed	-$14K	–	117
2013 Q3	$14K	Buy	+412	New	+$14K	﹤0.01%	103

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

TD Ameritrade Investment Management's IJK Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2023, closing a stake of 17 shares — an estimated $1K sold.

TD Ameritrade Investment Management first reported a position in IJK in Q3 2013 and held it in 29 quarters. The position peaked at $384K in Q2 2020. 733 funds tracked by Wall St. Rank hold IJK as of Q3 2023.

TD Ameritrade Investment Management reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q3 2023 after selling out during the quarter.
TD Ameritrade Investment Management sold 17 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2023, an estimated $1K.
TD Ameritrade Investment Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2013 and held it in 29 quarters.
TD Ameritrade Investment Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $384K in Q2 2020.
733 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.