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

Baystate 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
2023 Q4	$20.3K	Hold	256	–	–	﹤0.01%	557
2023 Q3	$18.5K	Hold	256	–	–	﹤0.01%	488
2023 Q2	$19.2K	Buy	+256	New	+$18.3K	﹤0.01%	466
2021 Q3	–	Sell	-614	Closed	-$50K	–	855
2021 Q2	$50K	Buy	614 +1	+0.2%	+$80	﹤0.01%	281
2021 Q1	$48K	Hold	613	–	–	0.01%	260
2020 Q4	$44K	Buy	613 +1	+0.2%	+$67	0.01%	262
2020 Q3	$37K	Buy	612 +4	+0.7%	+$238	﹤0.01%	251
2020 Q2	$34K	Hold	608	–	–	﹤0.01%	255
2020 Q1	$27K	Hold	608	–	–	﹤0.01%	251
2019 Q4	$36K	Buy	608 +4	+0.7%	+$229	﹤0.01%	261
2019 Q3	$34K	Buy	604 +4	+0.7%	+$225	﹤0.01%	240
2019 Q2	$34K	Hold	600	–	–	﹤0.01%	254
2019 Q1	$34K	Hold	600	–	–	﹤0.01%	255
2018 Q4	$31K	Buy	600 +4	+0.7%	+$209	﹤0.01%	260
2018 Q3	$32K	Hold	596	–	–	0.01%	248
2018 Q2	$34K	Hold	596	–	–	0.01%	231
2018 Q1	$33K	Hold	596	–	–	0.01%	233
2017 Q4	$34K	Hold	596	–	–	0.01%	239
2017 Q3	$31K	Hold	596	–	–	0.01%	234
2017 Q2	$30K	Hold	596	–	–	0.01%	227
2017 Q1	$28K	Hold	596	–	–	0.01%	235
2016 Q4	$28K	Buy	+596	New	+$26.2K	0.01%	202
2013 Q3	–	Sell	-104	Closed	-$3K	–	116
2013 Q2	$3K	Buy	+104	New	+$3.38K	﹤0.01%	253

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

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Baystate Wealth Management's IJK Position: Q4 2023 in Review

Baystate Wealth Management held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q4 2023 at 256 shares worth $20.3K. The position accounts for ﹤0.01% of the portfolio, ranked #557.

Baystate Wealth Management first reported a position in IJK in Q2 2013 and has held it in 23 quarters since. The position peaked at $50K in Q2 2021. 800 funds tracked by Wall St. Rank hold IJK as of Q4 2023.

Baystate Wealth Management held 256 shares of iShares S&P Mid-Cap 400 Growth ETF worth $20.3K as of Q4 2023.
Baystate Wealth Management left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q4 2023.
iShares S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #557 holding.
Baystate Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2013 and has held it in 23 quarters since.
Baystate Wealth Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $50K in Q2 2021.
800 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.