Evercore Wealth Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,151
| Closed | -$454K | – | 424 |
|
|
2024
Q2 | $454K | Hold |
5,151
| – | – | 0.01% | 288 |
|
|
2024
Q1 | $470K | Sell |
5,151
-81
| -2% | -$6.76K | 0.01% | 288 |
|
|
2023
Q4 | $414K | Hold |
5,232
| – | – | 0.01% | 299 |
|
|
2023
Q3 | $378K | Hold |
5,232
| – | – | 0.01% | 297 |
|
|
2023
Q2 | $392K | Hold |
5,232
| – | – | 0.01% | 299 |
|
|
2023
Q1 | $374K | Sell |
5,232
-80
| -2% | -$5.71K | 0.01% | 299 |
|
|
2022
Q4 | $363K | Hold |
5,312
| – | – | 0.01% | 304 |
|
|
2022
Q3 | $335K | Sell |
5,312
-26
| -0.5% | -$1.79K | 0.01% | 302 |
|
|
2022
Q2 | $340K | Sell |
5,338
-88
| -2% | -$6.18K | 0.01% | 304 |
|
|
2022
Q1 | $419K | Sell |
5,426
-94
| -2% | -$7.26K | 0.01% | 305 |
|
|
2021
Q4 | $471K | Sell |
5,520
-1,160
| -17% | -$97.3K | 0.01% | 293 |
|
|
2021
Q3 | $529K | Hold |
6,680
| – | – | 0.01% | 278 |
|
|
2021
Q2 | $541K | Hold |
6,680
| – | – | 0.01% | 282 |
|
|
2021
Q1 | $524K | Hold |
6,680
| – | – | 0.01% | 285 |
|
|
2020
Q4 | $483K | Hold |
6,680
| – | – | 0.01% | 293 |
|
|
2020
Q3 | $399K | Sell |
6,680
-424
| -6% | -$25.2K | 0.01% | 285 |
|
|
2020
Q2 | $398K | Hold |
7,104
| – | – | 0.01% | 281 |
|
|
2020
Q1 | $317K | Sell |
7,104
-20
| -0.3% | -$1.1K | 0.01% | 289 |
|
|
2019
Q4 | $424K | Buy |
+7,124
| New | +$408K | 0.01% | 301 |
|
|
2018
Q1 | – | Sell |
-1,340
| Closed | -$73K | – | 558 |
|
|
2017
Q4 | $73K | Hold |
1,340
| – | – | ﹤0.01% | 520 |
|
|
2017
Q3 | $68K | Hold |
1,340
| – | – | ﹤0.01% | 534 |
|
|
2017
Q2 | $66K | Hold |
1,340
| – | – | ﹤0.01% | 540 |
|
|
2017
Q1 | $64K | Buy |
1,340
+180
| +16% | +$8.49K | ﹤0.01% | 556 |
|
|
2016
Q4 | $53K | Hold |
1,160
| – | – | ﹤0.01% | 598 |
|
|
2016
Q3 | $51K | Hold |
1,160
| – | – | ﹤0.01% | 592 |
|
|
2016
Q2 | $49K | Hold |
1,160
| – | – | ﹤0.01% | 585 |
|
|
2016
Q1 | $47K | Sell |
1,160
-2,024
| -64% | -$77.3K | ﹤0.01% | 576 |
|
|
2015
Q4 | $128K | Buy |
3,184
+1,436
| +82% | +$58.8K | 0.01% | 448 |
|
|
2015
Q3 | $69K | Hold |
1,748
| – | – | ﹤0.01% | 542 |
|
|
2015
Q2 | $74K | Sell |
1,748
-5,400
| -76% | -$231K | ﹤0.01% | 568 |
|
|
2015
Q1 | $306K | Buy |
+7,148
| New | +$296K | 0.01% | 347 |
|
|
2014
Q4 | – | Sell |
-7,148
| Closed | -$270K | – | 917 |
|
|
2014
Q3 | $270K | Sell |
7,148
-488
| -6% | -$18.9K | 0.01% | 347 |
|
|
2014
Q2 | $299K | Hold |
7,636
| – | – | 0.02% | 340 |
|
|
2014
Q1 | $292K | Hold |
7,636
| – | – | 0.02% | 327 |
|
|
2013
Q4 | $286K | Hold |
7,636
| – | – | 0.02% | 333 |
|
|
2013
Q3 | $265K | Hold |
7,636
| – | – | 0.02% | 374 |
|
|
2013
Q2 | $246K | Buy |
+7,636
| New | +$248K | 0.01% | 375 |
|
Other funds holding IJK
MMEA
Evercore Wealth Management's IJK Position: Q3 2024 in Review
Evercore Wealth Management sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2024, closing a stake of 5,151 shares — an estimated $454K sold.
Evercore Wealth Management first reported a position in IJK in Q2 2013 and held it in 37 quarters. The position peaked at $541K in Q2 2021. 877 funds tracked by Wall St. Rank hold IJK as of Q3 2024.
- Evercore Wealth Management reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q3 2024 after selling out during the quarter.
- Evercore Wealth Management sold 5,151 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2024, an estimated $454K.
- Evercore Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2013 and held it in 37 quarters.
- Evercore Wealth Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $541K in Q2 2021.
- 877 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2024.
Based on Evercore Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.