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

EWG Elevate’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
2025 Q1	–	Sell	-8,923	Closed	-$811K	–	137
2024 Q4	$811K	Buy	+8,923	New	+$840K	0.25%	77
2024 Q3	–	Sell	-34,831	Closed	-$3.07M	–	122
2024 Q2	$3.07M	Buy	34,831 +32,196	+1,222%	+$2.85M	1.12%	29
2024 Q1	$240K	Sell	2,635 -14	-0.5%	-$1.17K	0.09%	109
2023 Q4	$210K	Buy	+2,649	New	+$194K	0.09%	98
2023 Q3	–	Sell	-40,158	Closed	-$3.01M	–	108
2023 Q2	$3.01M	Sell	40,158 -3,930	-9%	-$281K	1.25%	27
2023 Q1	$3.15M	Buy	+44,088	New	+$3.15M	1.35%	28
2021 Q3	–	Sell	-2,704	Closed	-$220K	–	91
2021 Q2	$220K	Hold	2,704	–	–	0.09%	77
2021 Q1	$212K	Sell	2,704 -95,298	-97%	-$7.34M	0.09%	69
2020 Q4	$7.08M	Buy	98,002 +33,706	+52%	+$2.25M	3.25%	8
2020 Q3	$3.84M	Buy	64,296 +36,916	+135%	+$2.2M	2.24%	20
2020 Q2	$1.53M	Buy	+27,380	New	+$1.42M	1.04%	25

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

Goldman Sachs New York $871B AUM 31.28% 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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

EWG Elevate's IJK Position: Q1 2025 in Review

EWG Elevate sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2025, closing a stake of 8,923 shares — an estimated $811K sold.

EWG Elevate first reported a position in IJK in Q2 2020 and held it in 11 quarters. The position peaked at $7.08M in Q4 2020. 852 funds tracked by Wall St. Rank hold IJK as of Q1 2025.

EWG Elevate reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2025 after selling out during the quarter.
EWG Elevate sold 8,923 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2025, an estimated $811K.
EWG Elevate first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2020 and held it in 11 quarters.
EWG Elevate's iShares S&P Mid-Cap 400 Growth ETF position peaked at $7.08M in Q4 2020.
852 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2025.

Based on EWG Elevate's 13F filing for Q1 2025, filed 10 Apr 2025.