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

Arete Wealth 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
2024 Q3	–	Sell	-2,403	Closed	-$211K	–	762
2024 Q2	$211K	Buy	+2,403	New	+$212K	0.02%	644
2022 Q2	–	Sell	-3,018	Closed	-$233K	–	506
2022 Q1	$233K	Buy	3,018 +6	+0.2%	+$464	0.02%	443
2021 Q4	$257K	Buy	+3,012	New	+$253K	0.02%	418
2021 Q1	–	Sell	-4,255	Closed	-$307K	–	434
2020 Q4	$307K	Buy	+4,255	New	+$284K	0.04%	307
2016 Q1	–	Sell	-14,500	Closed	-$583K	–	150
2015 Q4	$583K	Hold	14,500	–	–	0.35%	51
2015 Q3	$569K	Hold	14,500	–	–	0.44%	45
2015 Q2	$614K	Buy	+14,500	New	+$621K	0.41%	58

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

Arete Wealth Advisors's IJK Position: Q3 2024 in Review

Arete Wealth Advisors sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2024, closing a stake of 2,403 shares — an estimated $211K sold.

Arete Wealth Advisors first reported a position in IJK in Q2 2015 and held it in 7 quarters. The position peaked at $614K in Q2 2015. 877 funds tracked by Wall St. Rank hold IJK as of Q3 2024.

Arete Wealth Advisors reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q3 2024 after selling out during the quarter.
Arete Wealth Advisors sold 2,403 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2024, an estimated $211K.
Arete Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2015 and held it in 7 quarters.
Arete Wealth Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $614K in Q2 2015.
877 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2024.

Based on Arete Wealth Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.