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

Brown Miller 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	–	Sell	-5,245	Closed	-$462K	–	130
2024 Q2	$462K	Sell	5,245 -533	-9%	-$47.1K	0.19%	83
2024 Q1	$527K	Hold	5,778	–	–	0.23%	79
2023 Q4	$458K	Hold	5,778	–	–	0.23%	81
2023 Q3	$417K	Buy	+5,778	New	+$436K	0.23%	80
2021 Q3	–	Sell	-6,324	Closed	-$511K	–	125
2021 Q2	$511K	Hold	6,324	–	–	0.33%	64
2021 Q1	$496K	Hold	6,324	–	–	0.35%	64
2020 Q4	$457K	Buy	+6,324	New	+$422K	0.34%	63

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

Brown Miller Wealth Management's IJK Position: Q3 2024 in Review

Brown Miller Wealth Management sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2024, closing a stake of 5,245 shares — an estimated $462K sold.

Brown Miller Wealth Management first reported a position in IJK in Q4 2020 and held it in 7 quarters. The position peaked at $527K in Q1 2024. 877 funds tracked by Wall St. Rank hold IJK as of Q3 2024.

Brown Miller Wealth Management reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q3 2024 after selling out during the quarter.
Brown Miller Wealth Management sold 5,245 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2024, an estimated $462K.
Brown Miller Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2020 and held it in 7 quarters.
Brown Miller Wealth Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $527K in Q1 2024.
877 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2024.

Based on Brown Miller Wealth Management's 13F filing for Q3 2024, filed 10 Oct 2024.