9258 Wealth Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

9258 Wealth 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
2024 Q3	$3.63M	Sell	39,512 -4,512	-10%	-$403K	0.54%	37
2024 Q2	$3.88M	Sell	44,024 -901	-2%	-$79.6K	0.6%	36
2024 Q1	$4.1M	Sell	44,925 -1,203	-3%	-$100K	0.64%	32
2023 Q4	$3.65M	Sell	46,128 -5,677	-11%	-$417K	0.64%	31
2023 Q3	$3.74M	Sell	51,805 -12,762	-20%	-$962K	0.73%	29
2023 Q2	$4.84M	Sell	64,567 -46,317	-42%	-$3.31M	0.91%	23
2023 Q1	$7.93M	Buy	110,884 +11,240	+11%	+$803K	1.6%	16
2022 Q4	$6.81M	Buy	99,644 +84,967	+579%	+$5.84M	1.47%	17
2022 Q3	$925K	Sell	14,677 -6	-0%	-$414	0.24%	93
2022 Q2	$936K	Buy	14,683 +6	+0%	+$421	0.24%	99
2022 Q1	$1.13M	Buy	14,677 +65	+0.4%	+$5.02K	0.26%	84
2021 Q4	$1.25M	Buy	14,612 +812	+6%	+$68.1K	0.29%	77
2021 Q3	$1.09M	Hold	13,800	–	–	0.29%	78
2021 Q2	$1.12M	Hold	13,800	–	–	0.3%	74
2021 Q1	$1.08M	Hold	13,800	–	–	0.32%	71
2020 Q4	$997K	Sell	13,800 -41,400	-75%	-$2.76M	0.33%	74
2020 Q3	$836K	Buy	55,200 +40,600	+278%	+$2.42M	0.32%	75
2020 Q2	$818K	Hold	14,600	–	–	0.33%	79
2020 Q1	$733K	Hold	14,600	–	–	0.32%	86
2019 Q4	$869K	Buy	+14,600	New	+$837K	0.32%	89

Other funds holding IJK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

9258 Wealth Management's IJK Position: Q3 2024 in Review

9258 Wealth Management reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 10% in Q3 2024, selling an estimated $403K and leaving 39,512 shares worth $3.63M. The position accounts for 0.54% of the portfolio, ranked #37.

9258 Wealth Management first reported a position in IJK in Q4 2019 and has held it in 20 quarters since. The position peaked at $7.93M in Q1 2023. 877 funds tracked by Wall St. Rank hold IJK as of Q3 2024.

9258 Wealth Management held 39,512 shares of iShares S&P Mid-Cap 400 Growth ETF worth $3.63M as of Q3 2024.
9258 Wealth Management sold 4,512 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2024, an estimated $403K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.54% of 9258 Wealth Management's portfolio in Q3 2024, its #37 holding.
9258 Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2019 and has held it in 20 quarters since.
9258 Wealth Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $7.93M in Q1 2023.
877 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.