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TrustCore Financial Services’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

TrustCore Financial Services’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
Q4 		$28.7K Buy
+420
New +$28.9K ﹤0.01% 551
2022
Q1 		– Sell
-320
Closed -$27K – 1067
2021
Q4 		$27K Hold
320
– – ﹤0.01% 561
2021
Q3 		$25K Buy
+320
New +$26K ﹤0.01% 602

Other funds holding IJK

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

TrustCore Financial Services's IJK Position: Q4 2022 in Review

TrustCore Financial Services opened a new position in iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q4 2022: 420 shares worth $28.7K. The stake represents ﹤0.01% of the portfolio and ranks #551 among its holdings. This is a return to the name: TrustCore Financial Services previously reported a position in IJK as recently as Q4 2021.

TrustCore Financial Services first reported a position in IJK in Q3 2021 and has held it in 3 quarters since. 697 funds tracked by Wall St. Rank hold IJK as of Q4 2022.

  • TrustCore Financial Services held 420 shares of iShares S&P Mid-Cap 400 Growth ETF worth $28.7K as of Q4 2022.
  • iShares S&P Mid-Cap 400 Growth ETF was a new TrustCore Financial Services position in Q4 2022.
  • iShares S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of TrustCore Financial Services's portfolio in Q4 2022, its #551 holding.
  • TrustCore Financial Services first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2021 and has held it in 3 quarters since.
  • 697 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.