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Dynamic Advisor Solutions’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Dynamic Advisor Solutions’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
-3,424
Closed -$315K – 736
2024
Q3 		$315K Sell
3,424
-10,143
-75% -$907K 0.01% 732
2024
Q2 		$1.2M Buy
13,567
+10,010
+281% +$885K 0.04% 415
2024
Q1 		$325K Sell
3,557
-212
-6% -$17.7K 0.01% 734
2023
Q4 		$290K Buy
3,769
+118
+3% +$8.66K 0.01% 727
2023
Q3 		$264K Buy
3,651
+211
+6% +$15.9K 0.01% 695
2023
Q2 		$258K Hold
3,440
– – 0.01% 671
2023
Q1 		$246K Hold
3,440
– – 0.01% 648
2022
Q4 		$235K Sell
3,440
-531
-13% -$36.5K 0.02% 619
2022
Q3 		$250K Sell
3,971
-89
-2% -$6.14K 0.02% 567
2022
Q2 		$259K Buy
4,060
+1
+0% +$70 0.02% 576
2022
Q1 		$314K Buy
4,059
+530
+15% +$41K 0.02% 543
2021
Q4 		$301K Buy
3,529
+1
+0% +$84 0.02% 559
2021
Q3 		$279K Sell
3,528
-24
-0.7% -$1.95K 0.02% 594
2021
Q2 		$288K Hold
3,552
– – 0.02% 553
2021
Q1 		$278K Sell
3,552
-8
-0.2% -$616 0.03% 518
2020
Q4 		$257K Buy
3,560
+24
+0.7% +$1.6K 0.02% 535
2020
Q3 		$211K Buy
+3,536
New +$210K 0.02% 515
2020
Q1 		– Sell
-4,108
Closed -$244K – 545
2019
Q4 		$244K Sell
4,108
-156
-4% -$8.94K 0.03% 455
2019
Q3 		$239K Buy
+4,264
New +$240K 0.04% 422

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

Dynamic Advisor Solutions's IJK Position: Q4 2024 in Review

Dynamic Advisor Solutions sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q4 2024, closing a stake of 3,424 shares — an estimated $315K sold.

Dynamic Advisor Solutions first reported a position in IJK in Q3 2019 and held it in 19 quarters. The position peaked at $1.2M in Q2 2024. 899 funds tracked by Wall St. Rank hold IJK as of Q4 2024.

  • Dynamic Advisor Solutions reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 3,424 iShares S&P Mid-Cap 400 Growth ETF shares in Q4 2024, an estimated $315K.
  • Dynamic Advisor Solutions first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2019 and held it in 19 quarters.
  • Dynamic Advisor Solutions's iShares S&P Mid-Cap 400 Growth ETF position peaked at $1.2M in Q2 2024.
  • 899 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2024.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2024, filed 21 Jan 2025.