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

Hanlon Investment 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 		– Sell
-7,022
Closed -$619K – 178
2024
Q2 		$619K Buy
7,022
+82
+1% +$7.25K 0.18% 80
2024
Q1 		$633K Sell
6,940
-385
-5% -$32.1K 0.19% 75
2023
Q4 		$580K Sell
7,325
-1,538
-17% -$113K 0.18% 73
2023
Q3 		$640K Buy
+8,863
New +$668K 0.19% 79
2022
Q3 		– Sell
-4,065
Closed -$275K – 112
2022
Q2 		$275K Buy
4,065
+111
+3% +$7.8K 0.07% 98
2022
Q1 		$306K Buy
3,954
+121
+3% +$9.35K 0.07% 98
2021
Q4 		$327K Buy
3,833
+60
+2% +$5.03K 0.06% 105
2021
Q3 		$299K Sell
3,773
-342
-8% -$27.8K 0.06% 113
2021
Q2 		$333K Buy
4,115
+221
+6% +$17.7K 0.07% 106
2021
Q1 		$305K Buy
3,894
+272
+8% +$21K 0.07% 106
2020
Q4 		$262K Sell
3,622
-1,222
-25% -$81.5K 0.06% 105
2020
Q3 		$290K Buy
4,844
+340
+8% +$20.2K 0.09% 93
2020
Q2 		$252K Buy
+4,504
New +$234K 0.07% 94
2020
Q1 		– Sell
-4,056
Closed -$241K – 90
2019
Q4 		$241K Sell
4,056
-1,312
-24% -$75.2K 0.05% 96
2019
Q3 		$298K Sell
5,368
-62,600
-92% -$3.52M 0.08% 70
2019
Q2 		$17K Buy
+67,968
New +$3.77M ﹤0.01% 130
2017
Q3 		– Sell
-17,376
Closed -$854K – 24
2017
Q2 		$854K Buy
17,376
+920
+6% +$44.7K 0.37% 17
2017
Q1 		$785K Sell
16,456
-776
-5% -$36.6K 0.1% 112
2016
Q4 		$785K Buy
+17,232
New +$759K 0.09% 105
2015
Q4 		– Sell
-20,680
Closed -$812K – 96
2015
Q3 		$812K Sell
20,680
-17,656
-46% -$737K 1.57% 16
2015
Q2 		$868K Buy
38,336
+24,316
+173% +$1.04M 1.45% 16
2015
Q1 		$601K Buy
14,020
+2,276
+19% +$94.2K 0.43% 27
2014
Q4 		$469K Buy
11,744
+1,708
+17% +$66.3K 0.34% 30
2014
Q3 		$380K Buy
+10,036
New +$389K 1.26% 12

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

Hanlon Investment Management's IJK Position: Q3 2024 in Review

Hanlon Investment Management sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2024, closing a stake of 7,022 shares — an estimated $619K sold.

Hanlon Investment Management first reported a position in IJK in Q3 2014 and held it in 24 quarters. The position peaked at $868K in Q2 2015. 877 funds tracked by Wall St. Rank hold IJK as of Q3 2024.

  • Hanlon Investment Management reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Hanlon Investment Management sold 7,022 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2024, an estimated $619K.
  • Hanlon Investment Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2014 and held it in 24 quarters.
  • Hanlon Investment Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $868K in Q2 2015.
  • 877 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2024.

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