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

Ten Capital 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	$125K	Hold	1,677	–	–	0.04%	171
2023 Q1	$120K	Buy	1,677 +1,649	+5,889%	+$118K	0.04%	149
2022 Q4	$1.91K	Hold	28	–	–	﹤0.01%	438
2022 Q3	$2K	Hold	28	–	–	﹤0.01%	483
2022 Q2	$2K	Hold	28	–	–	﹤0.01%	394
2022 Q1	$2K	Hold	28	–	–	﹤0.01%	425
2021 Q4	$2K	Hold	28	–	–	﹤0.01%	419
2021 Q3	$2K	Sell	28 -9,356	-100%	-$760K	﹤0.01%	365
2021 Q2	$759K	Sell	9,384 -1,943	-17%	-$156K	0.17%	84
2021 Q1	$887K	Sell	11,327 -857	-7%	-$66K	0.22%	73
2020 Q4	$880K	Sell	12,184 -16	-0.1%	-$1.07K	0.25%	70
2020 Q3	$729K	Buy	+12,200	New	+$726K	0.25%	64

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

Ten Capital Wealth Advisors's IJK Position: Q2 2023 in Review

Ten Capital Wealth Advisors held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2023 at 1,677 shares worth $125K. The position accounts for 0.04% of the portfolio, ranked #171.

Ten Capital Wealth Advisors first reported a position in IJK in Q3 2020 and has held it in 12 quarters since. The position peaked at $887K in Q1 2021. 728 funds tracked by Wall St. Rank hold IJK as of Q2 2023.

Ten Capital Wealth Advisors held 1,677 shares of iShares S&P Mid-Cap 400 Growth ETF worth $125K as of Q2 2023.
Ten Capital Wealth Advisors left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q2 2023.
iShares S&P Mid-Cap 400 Growth ETF made up 0.04% of Ten Capital Wealth Advisors's portfolio in Q2 2023, its #171 holding.
Ten Capital Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2020 and has held it in 12 quarters since.
Ten Capital Wealth Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $887K in Q1 2021.
728 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.