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

Wipfli Financial Advisors’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 Q3	$79K	Buy	+1,252	New	+$86.4K	0.01%	841

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wipfli Financial Advisors's IJK Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2022: 1,252 shares worth $79K. The stake represents 0.01% of the portfolio and ranks #841 among its holdings.

643 funds tracked by Wall St. Rank hold IJK as of Q3 2022.

Wipfli Financial Advisors held 1,252 shares of iShares S&P Mid-Cap 400 Growth ETF worth $79K as of Q3 2022.
iShares S&P Mid-Cap 400 Growth ETF was a new Wipfli Financial Advisors position in Q3 2022.
iShares S&P Mid-Cap 400 Growth ETF made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #841 holding.
643 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.