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

Wealth Quarterback’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
2021 Q3	$50K	Buy	627 +2	+0.3%	+$162	0.03%	229
2021 Q2	$51K	Buy	+625	New	+$50.2K	0.03%	229
2020 Q2	–	Sell	-620	Closed	-$27.7K	–	414
2020 Q1	$27.7K	Sell	620 -444	-42%	-$24.4K	0.03%	288
2019 Q4	$63.2K	Buy	+1,064	New	+$61K	0.05%	213

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Wealth Quarterback's IJK Position: Q3 2021 in Review

Wealth Quarterback increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.32% in Q3 2021, buying an estimated $162 and bringing the position to 627 shares worth $50K. The position accounts for 0.03% of the portfolio, ranked #229.

Wealth Quarterback first reported a position in IJK in Q4 2019 and has held it in 4 quarters since. The position peaked at $63.2K in Q4 2019. 647 funds tracked by Wall St. Rank hold IJK as of Q3 2021.

Wealth Quarterback held 627 shares of iShares S&P Mid-Cap 400 Growth ETF worth $50K as of Q3 2021.
Wealth Quarterback bought 2 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2021, an estimated $162.
iShares S&P Mid-Cap 400 Growth ETF made up 0.03% of Wealth Quarterback's portfolio in Q3 2021, its #229 holding.
Wealth Quarterback first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2019 and has held it in 4 quarters since.
Wealth Quarterback's iShares S&P Mid-Cap 400 Growth ETF position peaked at $63.2K in Q4 2019.
647 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.