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

Capital Performance 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
-283
Closed -$26K – 1338
2024
Q3 		$26K Buy
+283
New +$25.3K 0.01% 524

Other funds holding IJK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Capital Performance Advisors's IJK Position: Q4 2024 in Review

Capital Performance Advisors sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q4 2024, closing a stake of 283 shares — an estimated $26K sold.

Capital Performance Advisors first reported a position in IJK in Q3 2024 and held it in 1 quarter. The position peaked at $26K in Q3 2024. 899 funds tracked by Wall St. Rank hold IJK as of Q4 2024.

  • Capital Performance Advisors reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 283 iShares S&P Mid-Cap 400 Growth ETF shares in Q4 2024, an estimated $26K.
  • Capital Performance Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $26K in Q3 2024.
  • 899 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.