GYL Financial Synergies’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

GYL Financial Synergies’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	–	Sell	-4,124	Closed	-$363K	–	366
2024 Q2	$363K	Hold	4,124	–	–	0.03%	275
2024 Q1	$376K	Hold	4,124	–	–	0.03%	273
2023 Q4	$327K	Hold	4,124	–	–	0.03%	282
2023 Q3	$298K	Hold	4,124	–	–	0.03%	274
2023 Q2	$309K	Hold	4,124	–	–	0.03%	279
2023 Q1	$295K	Sell	4,124 -6,497	-61%	-$464K	0.04%	237
2022 Q4	$725K	Buy	10,621 +6,497	+158%	+$447K	0.16%	95
2022 Q3	$260K	Hold	4,124	–	–	0.07%	164
2022 Q2	$263K	Buy	+4,124	New	+$290K	0.07%	160
2020 Q1	–	Sell	-13,900	Closed	-$827K	–	164
2019 Q4	$827K	Buy	13,900 +24	+0.2%	+$1.38K	0.37%	50
2019 Q3	$777K	Sell	13,876 -96	-0.7%	-$5.4K	0.39%	51
2019 Q2	$790K	Buy	13,972 +8,016	+135%	+$445K	0.42%	49
2019 Q1	$326K	Hold	5,956	–	–	0.18%	101
2018 Q4	$285K	Buy	+5,956	New	+$312K	0.21%	98

Other funds holding IJK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

GYL Financial Synergies's IJK Position: Q3 2024 in Review

GYL Financial Synergies sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2024, closing a stake of 4,124 shares — an estimated $363K sold.

GYL Financial Synergies first reported a position in IJK in Q4 2018 and held it in 14 quarters. The position peaked at $827K in Q4 2019. 878 funds tracked by Wall St. Rank hold IJK as of Q3 2024.

GYL Financial Synergies reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q3 2024 after selling out during the quarter.
GYL Financial Synergies sold 4,124 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2024, an estimated $363K.
GYL Financial Synergies first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2018 and held it in 14 quarters.
GYL Financial Synergies's iShares S&P Mid-Cap 400 Growth ETF position peaked at $827K in Q4 2019.
878 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.