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

Clarus Wealth 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 Q2	–	Sell	-15,748	Closed	-$1.4M	–	136
2024 Q1	$1.4M	Buy	+15,748	New	+$1.31M	0.79%	36
2019 Q3	–	Sell	-820	Closed	-$46K	–	339
2019 Q2	$46K	Sell	820 -448	-35%	-$24.8K	0.03%	281
2019 Q1	$69K	Buy	1,268 +4	+0.3%	+$211	0.05%	252
2018 Q4	$60K	Buy	1,264 +8	+0.6%	+$419	0.09%	236
2018 Q3	$73K	Hold	1,256	–	–	0.05%	243
2018 Q2	$68K	Buy	+1,256	New	+$70.2K	0.05%	238

Other funds holding IJK

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Clarus Wealth Advisors's IJK Position: Q2 2024 in Review

Clarus Wealth Advisors sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2024, closing a stake of 15,748 shares — an estimated $1.4M sold.

Clarus Wealth Advisors first reported a position in IJK in Q2 2018 and held it in 6 quarters. The position peaked at $1.4M in Q1 2024. 859 funds tracked by Wall St. Rank hold IJK as of Q2 2024.

Clarus Wealth Advisors reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2024 after selling out during the quarter.
Clarus Wealth Advisors sold 15,748 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2024, an estimated $1.4M.
Clarus Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2018 and held it in 6 quarters.
Clarus Wealth Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $1.4M in Q1 2024.
859 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2024.

Based on Clarus Wealth Advisors's 13F filing for Q2 2024, filed 11 Jul 2024.