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

FirstPurpose Wealth’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 Q1	$442K	Buy	4,976 +9	+0.2%	+$751	0.16%	118
2023 Q4	$393K	Hold	4,967	–	–	0.15%	124
2023 Q3	$359K	Hold	4,967	–	–	0.16%	114
2023 Q2	$373K	Hold	4,967	–	–	0.16%	107
2023 Q1	$355K	Hold	4,967	–	–	0.18%	104
2022 Q4	$339K	Hold	4,967	–	–	0.19%	102
2022 Q3	$313K	Sell	4,967 -28	-0.6%	-$1.93K	0.21%	91
2022 Q2	$318K	Buy	4,995 +11	+0.2%	+$773	0.21%	84
2022 Q1	$385K	Buy	4,984 +28	+0.6%	+$2.16K	0.3%	70
2021 Q4	$423K	Buy	+4,956	New	+$416K	0.27%	66

Other funds holding IJK

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FirstPurpose Wealth's IJK Position: Q1 2024 in Review

FirstPurpose Wealth increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.18% in Q1 2024, buying an estimated $751 and bringing the position to 4,976 shares worth $442K. The position accounts for 0.16% of the portfolio, ranked #118.

FirstPurpose Wealth first reported a position in IJK in Q4 2021 and has held it in 10 quarters since. 836 funds tracked by Wall St. Rank hold IJK as of Q1 2024.

FirstPurpose Wealth held 4,976 shares of iShares S&P Mid-Cap 400 Growth ETF worth $442K as of Q1 2024.
FirstPurpose Wealth bought 9 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2024, an estimated $751.
iShares S&P Mid-Cap 400 Growth ETF made up 0.16% of FirstPurpose Wealth's portfolio in Q1 2024, its #118 holding.
FirstPurpose Wealth first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2021 and has held it in 10 quarters since.
836 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.