DOHJ LLC’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

DOHJ LLC’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	-62,869	Closed	-$5.54M	–	144
2024 Q2	$5.54M	Buy	+62,869	New	+$5.56M	1.38%	20
2024 Q1	–	Sell	-61,218	Closed	-$4.85M	–	142
2023 Q4	$4.85M	Buy	61,218 +35,287	+136%	+$2.59M	1.43%	15
2023 Q3	$1.85M	Buy	+25,931	New	+$1.96M	0.83%	37

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

DOHJ LLC's IJK Position: Q3 2024 in Review

DOHJ LLC sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2024, closing a stake of 62,869 shares — an estimated $5.54M sold.

DOHJ LLC first reported a position in IJK in Q3 2023 and held it in 3 quarters. The position peaked at $5.54M in Q2 2024. 877 funds tracked by Wall St. Rank hold IJK as of Q3 2024.

DOHJ LLC reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q3 2024 after selling out during the quarter.
DOHJ LLC sold 62,869 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2024, an estimated $5.54M.
DOHJ LLC first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2023 and held it in 3 quarters.
DOHJ LLC's iShares S&P Mid-Cap 400 Growth ETF position peaked at $5.54M in Q2 2024.
877 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2024.

Based on DOHJ LLC's 13F filing for Q3 2024, filed 16 Oct 2024.