Family Asset Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Family Asset Management’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	$5.52K	Hold	60	–	–	﹤0.01%	188
2024 Q2	$5.29K	Hold	60	–	–	﹤0.01%	188
2024 Q1	$5.47K	Hold	60	–	–	﹤0.01%	167
2023 Q4	$4.75K	Hold	60	–	–	﹤0.01%	169
2023 Q3	$4.33K	Hold	60	–	–	﹤0.01%	163
2023 Q2	$4.5K	Hold	60	–	–	﹤0.01%	173
2023 Q1	$4.29K	Hold	60	–	–	﹤0.01%	164
2022 Q4	$4.1K	Buy	+60	New	+$4.12K	﹤0.01%	146

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

Family Asset Management's IJK Position: Q3 2024 in Review

Family Asset Management held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q3 2024 at 60 shares worth $5.52K. The position accounts for ﹤0.01% of the portfolio, ranked #188.

Family Asset Management first reported a position in IJK in Q4 2022 and has held it in 8 quarters since. 877 funds tracked by Wall St. Rank hold IJK as of Q3 2024.

Family Asset Management held 60 shares of iShares S&P Mid-Cap 400 Growth ETF worth $5.52K as of Q3 2024.
Family Asset Management left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q3 2024.
iShares S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of Family Asset Management's portfolio in Q3 2024, its #188 holding.
Family Asset Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2022 and has held it in 8 quarters since.
877 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.