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

Wealth Dimensions Group’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	-3,199	Closed	-$273K	–	133
2021 Q4	$273K	Sell	3,199 -1,748	-35%	-$147K	0.13%	111
2021 Q3	$392K	Buy	4,947 +7	+0.1%	+$568	0.25%	86
2021 Q2	$400K	Hold	4,940	–	–	0.27%	76
2021 Q1	$387K	Hold	4,940	–	–	0.3%	77
2020 Q4	$357K	Buy	+4,940	New	+$329K	0.31%	69

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 $374B AUM 17.66% 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 $16.5B AUM 19.94% 1-Year Est. Return

Wealth Dimensions Group's IJK Position: Q1 2022 in Review

Wealth Dimensions Group sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2022, closing a stake of 3,199 shares — an estimated $273K sold.

Wealth Dimensions Group first reported a position in IJK in Q4 2020 and held it in 5 quarters. The position peaked at $400K in Q2 2021. 708 funds tracked by Wall St. Rank hold IJK as of Q1 2022.

Wealth Dimensions Group reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2022 after selling out during the quarter.
Wealth Dimensions Group sold 3,199 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2022, an estimated $273K.
Wealth Dimensions Group first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2020 and held it in 5 quarters.
Wealth Dimensions Group's iShares S&P Mid-Cap 400 Growth ETF position peaked at $400K in Q2 2021.
708 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2022.

Based on Wealth Dimensions Group's 13F filing for Q1 2022, filed 4 May 2022.