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

WealthPlan Investment Management’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
2023
Q2 		– Sell
-290
Closed -$20.7K – 417
2023
Q1 		$20.7K Buy
+290
New +$20.7K ﹤0.01% 293

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

WealthPlan Investment Management's IJK Position: Q2 2023 in Review

WealthPlan Investment Management sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2023, closing a stake of 290 shares — an estimated $20.7K sold.

WealthPlan Investment Management first reported a position in IJK in Q1 2023 and held it in 1 quarter. The position peaked at $20.7K in Q1 2023. 728 funds tracked by Wall St. Rank hold IJK as of Q2 2023.

  • WealthPlan Investment Management reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 290 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2023, an estimated $20.7K.
  • WealthPlan Investment Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2023 and held it in 1 quarter.
  • WealthPlan Investment Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $20.7K in Q1 2023.
  • 728 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2023.

Based on WealthPlan Investment Management's 13F filing for Q2 2023, filed 25 Jul 2023.