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

Woodward Diversified Capital’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 Q4	–	Sell	-2,755	Closed	-$218K	–	203
2021 Q3	$218K	Sell	2,755 -97	-3%	-$7.87K	0.14%	160
2021 Q2	$231K	Hold	2,852	–	–	0.13%	167
2021 Q1	$224K	Sell	2,852 -288	-9%	-$22.2K	0.13%	172
2020 Q4	$227K	Buy	+3,140	New	+$209K	0.15%	139

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

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

RJFSA

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

Woodward Diversified Capital's IJK Position: Q4 2021 in Review

Woodward Diversified Capital sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q4 2021, closing a stake of 2,755 shares — an estimated $218K sold.

Woodward Diversified Capital first reported a position in IJK in Q4 2020 and held it in 4 quarters. The position peaked at $231K in Q2 2021. 735 funds tracked by Wall St. Rank hold IJK as of Q4 2021.

Woodward Diversified Capital reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q4 2021 after selling out during the quarter.
Woodward Diversified Capital sold 2,755 iShares S&P Mid-Cap 400 Growth ETF shares in Q4 2021, an estimated $218K.
Woodward Diversified Capital first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2020 and held it in 4 quarters.
Woodward Diversified Capital's iShares S&P Mid-Cap 400 Growth ETF position peaked at $231K in Q2 2021.
735 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2021.

Based on Woodward Diversified Capital's 13F filing for Q4 2021, filed 28 Jan 2022.