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

Camarda Financial 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 Q4	–	Sell	-126,391	Closed	-$11.6M	–	101
2024 Q3	$11.6M	Buy	126,391 +2,000	+2%	+$179K	4.35%	9
2024 Q2	$11M	Buy	+124,391	New	+$11M	4.31%	9
2024 Q1	–	Sell	-139,239	Closed	-$11M	–	78
2023 Q4	$11M	Buy	139,239 +27,851	+25%	+$2.04M	4.75%	10
2023 Q3	$8.05M	Buy	+111,388	New	+$8.4M	5.19%	6
2019 Q2	–	Sell	-384	Closed	-$21K	–	536
2019 Q1	$21K	Buy	+384	New	+$20.3K	0.04%	135
2018 Q1	–	Sell	-16	Closed	-$1K	–	180
2017 Q4	$1K	Buy	+16	New	+$844	﹤0.01%	182
2017 Q1	–	Sell	-428	Closed	-$19K	–	215
2016 Q4	$19K	Buy	+428	New	+$18.8K	0.01%	169

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

Camarda Financial Advisors's IJK Position: Q4 2024 in Review

Camarda Financial Advisors sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q4 2024, closing a stake of 126,391 shares — an estimated $11.6M sold.

Camarda Financial Advisors first reported a position in IJK in Q4 2016 and held it in 7 quarters. The position peaked at $11.6M in Q3 2024. 900 funds tracked by Wall St. Rank hold IJK as of Q4 2024.

Camarda Financial Advisors reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q4 2024 after selling out during the quarter.
Camarda Financial Advisors sold 126,391 iShares S&P Mid-Cap 400 Growth ETF shares in Q4 2024, an estimated $11.6M.
Camarda Financial Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2016 and held it in 7 quarters.
Camarda Financial Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $11.6M in Q3 2024.
900 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2024.

Based on Camarda Financial Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.