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

GoalVest Advisory’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
2023 Q4	–	Sell	-141	Closed	-$10.2K	–	428
2023 Q3	$10.2K	Buy	+141	New	+$10.6K	0.01%	282

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

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

GoalVest Advisory's IJK Position: Q4 2023 in Review

GoalVest Advisory sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q4 2023, closing a stake of 141 shares — an estimated $10.2K sold.

GoalVest Advisory first reported a position in IJK in Q3 2023 and held it in 1 quarter. The position peaked at $10.2K in Q3 2023. 800 funds tracked by Wall St. Rank hold IJK as of Q4 2023.

GoalVest Advisory reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q4 2023 after selling out during the quarter.
GoalVest Advisory sold 141 iShares S&P Mid-Cap 400 Growth ETF shares in Q4 2023, an estimated $10.2K.
GoalVest Advisory first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2023 and held it in 1 quarter.
GoalVest Advisory's iShares S&P Mid-Cap 400 Growth ETF position peaked at $10.2K in Q3 2023.
800 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2023.

Based on GoalVest Advisory's 13F filing for Q4 2023, filed 2 Jan 2024.