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

Tempus Wealth Planning’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 Q1	–	Sell	-19,788	Closed	-$1.69M	–	143
2021 Q4	$1.69M	Buy	19,788 +509	+3%	+$42.7K	0.91%	31
2021 Q3	$1.53M	Buy	19,279 +3,320	+21%	+$270K	0.86%	31
2021 Q2	$1.29M	Sell	15,959 -1,352	-8%	-$109K	0.86%	31
2021 Q1	$1.36M	Buy	+17,311	New	+$1.33M	1.44%	20

Other funds holding IJK

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Tempus Wealth Planning's IJK Position: Q1 2022 in Review

Tempus Wealth Planning sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2022, closing a stake of 19,788 shares — an estimated $1.69M sold.

Tempus Wealth Planning first reported a position in IJK in Q1 2021 and held it in 4 quarters. The position peaked at $1.69M in Q4 2021. 707 funds tracked by Wall St. Rank hold IJK as of Q1 2022.

Tempus Wealth Planning reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2022 after selling out during the quarter.
Tempus Wealth Planning sold 19,788 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2022, an estimated $1.69M.
Tempus Wealth Planning first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2021 and held it in 4 quarters.
Tempus Wealth Planning's iShares S&P Mid-Cap 400 Growth ETF position peaked at $1.69M in Q4 2021.
707 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2022.

Based on Tempus Wealth Planning's 13F filing for Q1 2022, filed 6 May 2022.