ZIG
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Zullo Investment Group’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Zullo Investment Group’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
Q1 		– Sell
-492
Closed -$33.6K – 419
2022
Q4 		$33.6K Hold
492
– – 0.02% 323
2022
Q3 		$31K Sell
492
-96
-16% -$6.63K 0.02% 332
2022
Q2 		$37K Buy
588
+6
+1% +$421 0.02% 318
2022
Q1 		$45K Sell
582
-236
-29% -$18.2K 0.02% 308
2021
Q4 		$70K Buy
+818
New +$68.6K 0.04% 264

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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Zullo Investment Group's IJK Position: Q1 2023 in Review

Zullo Investment Group sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2023, closing a stake of 492 shares — an estimated $33.6K sold.

Zullo Investment Group first reported a position in IJK in Q4 2021 and held it in 5 quarters. The position peaked at $70K in Q4 2021. 719 funds tracked by Wall St. Rank hold IJK as of Q1 2023.

  • Zullo Investment Group reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 492 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2023, an estimated $33.6K.
  • Zullo Investment Group first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's iShares S&P Mid-Cap 400 Growth ETF position peaked at $70K in Q4 2021.
  • 719 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.