Tilia Fiduciary Partners’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Tilia Fiduciary Partners’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	-20	Closed	-$2K	–	536
2022 Q1	$2K	Hold	20	–	–	﹤0.01%	504
2021 Q4	$2K	Buy	+20	New	+$1.68K	﹤0.01%	526

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 $202B AUM 37.79% 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 $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Tilia Fiduciary Partners's IJK Position: Q2 2022 in Review

Tilia Fiduciary Partners sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2022, closing a stake of 20 shares — an estimated $2K sold.

Tilia Fiduciary Partners first reported a position in IJK in Q4 2021 and held it in 2 quarters. The position peaked at $2K in Q1 2022. 662 funds tracked by Wall St. Rank hold IJK as of Q2 2022.

Tilia Fiduciary Partners reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2022 after selling out during the quarter.
Tilia Fiduciary Partners sold 20 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2022, an estimated $2K.
Tilia Fiduciary Partners first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2021 and held it in 2 quarters.
Tilia Fiduciary Partners's iShares S&P Mid-Cap 400 Growth ETF position peaked at $2K in Q1 2022.
662 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2022.

Based on Tilia Fiduciary Partners's 13F filing for Q2 2022, filed 1 Aug 2022.