Viridian RIA’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Viridian RIA’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	-25,915	Closed	-$2M	–	36
2021 Q4	$2.21M	Buy	+25,915	New	+$2.17M	0.47%	37
2021 Q2	–	Hold	0	–	–	–	34
2021 Q1	–	Sell	-27,520	Closed	-$2.12M	–	30
2020 Q4	$1.99M	Buy	27,520 +300	+1%	+$20K	0.55%	35
2020 Q3	$1.63M	Sell	27,220 -160	-0.6%	-$9.52K	0.54%	36
2020 Q2	$1.53M	Hold	27,380	–	–	0.55%	35
2020 Q1	$1.22M	Hold	27,380	–	–	0.55%	30
2019 Q4	$1.63M	Hold	27,380	–	–	0.58%	25
2019 Q3	$1.53M	Hold	27,380	–	–	0.64%	24
2019 Q2	$1.51M	Hold	27,380	–	–	0.61%	27
2019 Q1	$1.5M	Sell	27,380 -316	-1%	-$16.7K	0.66%	23
2018 Q4	$1.32M	Sell	27,696 -1,380	-5%	-$72.2K	0.66%	26
2018 Q3	$1.69M	Buy	+29,076	New	+$1.69M	0.75%	18

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

DADC

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

Viridian RIA's IJK Position: Q1 2022 in Review

Viridian RIA sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2022, closing a stake of 25,915 shares — an estimated $2M sold.

Viridian RIA first reported a position in IJK in Q3 2018 and held it in 11 quarters. The position peaked at $2.21M in Q4 2021. 708 funds tracked by Wall St. Rank hold IJK as of Q1 2022.

Viridian RIA reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2022 after selling out during the quarter.
Viridian RIA sold 25,915 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2022, an estimated $2M.
Viridian RIA first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2018 and held it in 11 quarters.
Viridian RIA's iShares S&P Mid-Cap 400 Growth ETF position peaked at $2.21M in Q4 2021.
708 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2022.

Based on Viridian RIA's 13F filing for Q1 2022, filed 26 Apr 2022.