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

Atlas Private 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 Q1	$1.36M	Buy	14,884 +1,186	+9%	+$98.9K	0.57%	61
2023 Q4	$1.09M	Sell	13,698 -433	-3%	-$31.8K	0.51%	64
2023 Q3	$1.02M	Buy	14,131 +89	+0.6%	+$6.71K	0.55%	64
2023 Q2	$1.05M	Buy	14,042 +811	+6%	+$57.9K	0.56%	63
2023 Q1	$946K	Sell	13,231 -1,068	-7%	-$76.3K	0.57%	61
2022 Q4	$977K	Sell	14,299 -292	-2%	-$20.1K	0.45%	50
2022 Q3	$920K	Buy	14,591 +354	+2%	+$24.4K	0.67%	47
2022 Q2	$907K	Buy	14,237 +298	+2%	+$20.9K	0.62%	51
2022 Q1	$1.08M	Sell	13,939 -241	-2%	-$18.6K	0.63%	51
2021 Q4	$1.21M	Buy	14,180 +102	+0.7%	+$8.55K	0.67%	48
2021 Q3	$1.11M	Buy	14,078 +2,182	+18%	+$177K	0.68%	48
2021 Q2	$963K	Sell	11,896 -114	-0.9%	-$9.15K	0.59%	54
2021 Q1	$941K	Sell	12,010 -88	-0.7%	-$6.78K	0.6%	51
2020 Q4	$874K	Sell	12,098 -686	-5%	-$45.7K	0.62%	49
2020 Q3	$764K	Buy	12,784 +1,456	+13%	+$86.6K	0.6%	49
2020 Q2	$634K	Sell	11,328 -1,068	-9%	-$55.5K	0.51%	56
2020 Q1	$553K	Sell	12,396 -304	-2%	-$16.7K	0.51%	56
2019 Q4	$756K	Buy	+12,700	New	+$728K	0.58%	50

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Atlas Private Wealth Management's IJK Position: Q1 2024 in Review

Atlas Private Wealth Management increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 8.7% in Q1 2024, buying an estimated $98.9K and bringing the position to 14,884 shares worth $1.36M. The position accounts for 0.57% of the portfolio, ranked #61.

Atlas Private Wealth Management first reported a position in IJK in Q4 2019 and has held it in 18 quarters since. 836 funds tracked by Wall St. Rank hold IJK as of Q1 2024.

Atlas Private Wealth Management held 14,884 shares of iShares S&P Mid-Cap 400 Growth ETF worth $1.36M as of Q1 2024.
Atlas Private Wealth Management bought 1,186 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2024, an estimated $98.9K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.57% of Atlas Private Wealth Management's portfolio in Q1 2024, its #61 holding.
Atlas Private Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2019 and has held it in 18 quarters since.
836 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2024.

Based on Atlas Private Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.