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First Personal Financial Services’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

First Personal Financial Services’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 		$7.46M Sell
81,193
-343
-0.4% -$30.7K 1.58% 28
2024
Q2 		$7.18M Buy
81,536
+66
+0.1% +$5.83K 1.62% 27
2024
Q1 		$7.43M Sell
81,470
-1,990
-2% -$166K 1.72% 24
2023
Q4 		$6.61M Sell
83,460
-1,224
-1% -$89.8K 1.61% 25
2023
Q3 		$6.12M Sell
84,684
-1,003
-1% -$75.6K 1.59% 27
2023
Q2 		$6.43M Sell
85,687
-1,540
-2% -$110K 1.6% 26
2023
Q1 		$6.24M Buy
87,227
+77
+0.1% +$5.5K 1.62% 25
2022
Q4 		$5.95M Sell
87,150
-1,471
-2% -$101K 1.61% 26
2022
Q3 		$5.58M Buy
88,621
+297
+0.3% +$20.5K 1.62% 25
2022
Q2 		$5.63M Sell
88,324
-9,698
-10% -$681K 1.58% 26
2022
Q1 		$7.57M Sell
98,022
-1,187
-1% -$91.7K 1.77% 20
2021
Q4 		$8.46M Sell
99,209
-213
-0.2% -$17.9K 1.89% 18
2021
Q3 		$7.87M Sell
99,422
-67
-0.1% -$5.44K 1.96% 17
2021
Q2 		$8.05M Sell
99,489
-2,270
-2% -$182K 2.06% 17
2021
Q1 		$7.97M Sell
101,759
-6,549
-6% -$504K 2.18% 14
2020
Q4 		$7.82M Sell
108,308
-1,456
-1% -$97.1K 2.23% 11
2020
Q3 		$6.56M Sell
109,764
-496
-0.4% -$29.5K 2.09% 15
2020
Q2 		$6.17M Sell
110,260
-3,416
-3% -$177K 2.11% 14
2020
Q1 		$5.07M Sell
113,676
-3,304
-3% -$182K 1.96% 18
2019
Q4 		$6.96M Sell
116,980
-5,280
-4% -$303K 2.26% 9
2019
Q3 		$6.84M Sell
122,260
-3,928
-3% -$221K 2.13% 9
2019
Q2 		$7.14M Buy
126,188
+2,412
+2% +$134K 2.04% 8
2019
Q1 		$6.78M Buy
123,776
+14,524
+13% +$767K 2.07% 7
2018
Q4 		$5.22M Buy
109,252
+3,768
+4% +$197K 1.8% 13
2018
Q3 		$6.14M Sell
105,484
-2,172
-2% -$126K 1.94% 7
2018
Q2 		$6.05M Buy
107,656
+2,232
+2% +$125K 2.02% 7
2018
Q1 		$5.75M Sell
105,424
-13,880
-12% -$767K 1.26% 20
2017
Q4 		$6.44M Buy
119,304
+3,592
+3% +$189K 1.25% 20
2017
Q3 		$5.85M Buy
115,712
+800
+0.7% +$39.4K 1.23% 21
2017
Q2 		$5.65M Buy
114,912
+2,212
+2% +$108K 1.24% 22
2017
Q1 		$5.38M Buy
112,700
+3,600
+3% +$170K 1.29% 21
2016
Q4 		$4.97M Buy
109,100
+9,800
+10% +$431K 1.31% 20
2016
Q3 		$4.34M Buy
99,300
+4,748
+5% +$208K 1.26% 27
2016
Q2 		$4M Buy
94,552
+13,112
+16% +$543K 1.36% 24
2016
Q1 		$3.31M Buy
81,440
+4,824
+6% +$184K 1.64% 18
2015
Q4 		$3.08M Buy
76,616
+4,576
+6% +$187K 1.74% 12
2015
Q3 		$2.83M Buy
72,040
+6,108
+9% +$255K 1.7% 12
2015
Q2 		$2.79M Buy
65,932
+6,596
+11% +$282K 1.67% 10
2015
Q1 		$2.54M Buy
59,336
+2,728
+5% +$113K 1.54% 12
2014
Q4 		$2.26M Buy
+56,608
New +$2.2M 1.32% 20

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

First Personal Financial Services's IJK Position: Q3 2024 in Review

First Personal Financial Services reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.42% in Q3 2024, selling an estimated $30.7K and leaving 81,193 shares worth $7.46M. The position accounts for 1.58% of the portfolio, ranked #28.

First Personal Financial Services first reported a position in IJK in Q4 2014 and has held it in 40 quarters since. The position peaked at $8.46M in Q4 2021. 877 funds tracked by Wall St. Rank hold IJK as of Q3 2024.

  • First Personal Financial Services held 81,193 shares of iShares S&P Mid-Cap 400 Growth ETF worth $7.46M as of Q3 2024.
  • First Personal Financial Services sold 343 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2024, an estimated $30.7K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 1.58% of First Personal Financial Services's portfolio in Q3 2024, its #28 holding.
  • First Personal Financial Services first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2014 and has held it in 40 quarters since.
  • First Personal Financial Services's iShares S&P Mid-Cap 400 Growth ETF position peaked at $8.46M in Q4 2021.
  • 877 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.