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Carmichael Hill & Associates’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Carmichael Hill & Associates’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 		$1.28M Sell
13,872
-111
-0.8% -$9.93K 0.45% 52
2024
Q2 		$1.23M Sell
13,983
-247
-2% -$21.8K 0.48% 46
2024
Q1 		$1.3M Sell
14,230
-215
-1% -$17.9K 0.51% 46
2023
Q4 		$1.14M Sell
14,445
-261
-2% -$19.1K 0.47% 53
2023
Q3 		$1.06M Hold
14,706
– – 0.49% 47
2023
Q2 		$1.1M Sell
14,706
-3
-0% -$214 0.49% 47
2023
Q1 		$1.05M Sell
14,709
-271
-2% -$19.4K 0.51% 47
2022
Q4 		$1.02M Buy
14,980
+3
+0% +$206 0.52% 45
2022
Q3 		$944K Hold
14,977
– – 0.51% 45
2022
Q2 		$954K Sell
14,977
-80
-0.5% -$5.62K 0.5% 46
2022
Q1 		$1.16M Buy
15,057
+1
+0% +$77 0.54% 43
2021
Q4 		$1.28M Sell
15,056
-279
-2% -$23.4K 0.58% 39
2021
Q3 		$1.21M Sell
15,335
-121
-0.8% -$9.82K 0.6% 36
2021
Q2 		$1.25M Sell
15,456
-90
-0.6% -$7.22K 0.64% 35
2021
Q1 		$1.22M Hold
15,546
– – 0.67% 37
2020
Q4 		$1.12M Sell
15,546
-70
-0.4% -$4.67K 0.66% 35
2020
Q3 		$934K Sell
15,616
-116
-0.7% -$6.9K 0.62% 37
2020
Q2 		$881K Hold
15,732
– – 0.65% 37
2020
Q1 		$702K Sell
15,732
-696
-4% -$38.3K 0.61% 42
2019
Q4 		$978K Sell
16,428
-312
-2% -$17.9K 0.69% 36
2019
Q3 		$937K Sell
16,740
-68
-0.4% -$3.82K 0.93% 34
2019
Q2 		$951K Hold
16,808
– – 0.94% 32
2019
Q1 		$921K Buy
16,808
+880
+6% +$46.5K 0.95% 34
2018
Q4 		$761K Sell
15,928
-200
-1% -$10.5K 0.87% 35
2018
Q3 		$939K Buy
16,128
+744
+5% +$43.2K 0.91% 30
2018
Q2 		$865K Buy
15,384
+428
+3% +$23.9K 0.93% 33
2018
Q1 		$816K Buy
14,956
+100
+0.7% +$5.53K 0.89% 36
2017
Q4 		$802K Buy
+14,856
New +$783K 0.88% 33

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Carmichael Hill & Associates's IJK Position: Q3 2024 in Review

Carmichael Hill & Associates reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.79% in Q3 2024, selling an estimated $9.93K and leaving 13,872 shares worth $1.28M. The position accounts for 0.45% of the portfolio, ranked #52.

Carmichael Hill & Associates first reported a position in IJK in Q4 2017 and has held it in 28 quarters since. The position peaked at $1.3M in Q1 2024. 877 funds tracked by Wall St. Rank hold IJK as of Q3 2024.

  • Carmichael Hill & Associates held 13,872 shares of iShares S&P Mid-Cap 400 Growth ETF worth $1.28M as of Q3 2024.
  • Carmichael Hill & Associates sold 111 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2024, an estimated $9.93K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.45% of Carmichael Hill & Associates's portfolio in Q3 2024, its #52 holding.
  • Carmichael Hill & Associates first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2017 and has held it in 28 quarters since.
  • Carmichael Hill & Associates's iShares S&P Mid-Cap 400 Growth ETF position peaked at $1.3M 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 Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.