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

Boston Financial 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 Q4	$354K	Hold	3,892	–	–	0.01%	274
2024 Q3	$358K	Hold	3,892	–	–	0.01%	269
2024 Q2	$343K	Sell	3,892 -7	-0.2%	-$619	0.01%	273
2024 Q1	$356K	Buy	3,899 +21	+0.5%	+$1.75K	0.01%	278
2023 Q4	$307K	Hold	3,878	–	–	0.01%	280
2023 Q3	$280K	Hold	3,878	–	–	0.01%	273
2023 Q2	$291K	Hold	3,878	–	–	0.01%	280
2023 Q1	$277K	Hold	3,878	–	–	0.01%	277
2022 Q4	$265K	Sell	3,878 -110	-3%	-$7.56K	0.01%	282
2022 Q3	$251K	Hold	3,988	–	–	0.01%	275
2022 Q2	$254K	Hold	3,988	–	–	0.01%	260
2022 Q1	$308K	Sell	3,988 -200	-5%	-$15.5K	0.01%	240
2021 Q4	$357K	Hold	4,188	–	–	0.01%	217
2021 Q3	$332K	Sell	4,188 -200	-5%	-$16.2K	0.01%	217
2021 Q2	$355K	Sell	4,388 -172	-4%	-$13.8K	0.01%	205
2021 Q1	$357K	Sell	4,560 -572	-11%	-$44.1K	0.02%	193
2020 Q4	$371K	Sell	5,132 -52	-1%	-$3.47K	0.02%	191
2020 Q3	$310K	Buy	5,184 +1,444	+39%	+$85.9K	0.02%	204
2020 Q2	$209K	Hold	3,740	–	–	0.01%	227
2020 Q1	$167K	Buy	3,740 +252	+7%	+$13.9K	0.01%	245
2019 Q4	$208K	Buy	+3,488	New	+$200K	0.01%	232
2018 Q4	–	Sell	-3,488	Closed	-$203K	–	265
2018 Q3	$203K	Buy	+3,488	New	+$203K	0.01%	286

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Boston Financial Management's IJK Position: Q4 2024 in Review

Boston Financial Management held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q4 2024 at 3,892 shares worth $354K. The position accounts for 0.01% of the portfolio, ranked #274.

Boston Financial Management first reported a position in IJK in Q3 2018 and has held it in 22 quarters since. The position peaked at $371K in Q4 2020. 900 funds tracked by Wall St. Rank hold IJK as of Q4 2024.

Boston Financial Management held 3,892 shares of iShares S&P Mid-Cap 400 Growth ETF worth $354K as of Q4 2024.
Boston Financial Management left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q4 2024.
iShares S&P Mid-Cap 400 Growth ETF made up 0.01% of Boston Financial Management's portfolio in Q4 2024, its #274 holding.
Boston Financial Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2018 and has held it in 22 quarters since.
Boston Financial Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $371K in Q4 2020.
900 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.