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

WealthOne’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 		– Sell
-4,703
Closed -$381K – 135
2021
Q2 		$381K Buy
+4,703
New +$377K 0.15% 80

Other funds holding IJK

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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 $18.1B AUM 24.63% 1-Year Est. Return

WealthOne's IJK Position: Q3 2021 in Review

WealthOne sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2021, closing a stake of 4,703 shares — an estimated $381K sold.

WealthOne first reported a position in IJK in Q2 2021 and held it in 1 quarter. The position peaked at $381K in Q2 2021. 647 funds tracked by Wall St. Rank hold IJK as of Q3 2021.

  • WealthOne reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q3 2021 after selling out during the quarter.
  • WealthOne sold 4,703 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2021, an estimated $381K.
  • WealthOne first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2021 and held it in 1 quarter.
  • WealthOne's iShares S&P Mid-Cap 400 Growth ETF position peaked at $381K in Q2 2021.
  • 647 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2021.

Based on WealthOne's 13F filing for Q3 2021, filed 1 Nov 2021.