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

HBC 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
Q2 		– Sell
-5
Closed – – 169
2024
Q1 		$0 Hold
5
– – ﹤0.01% 170
2023
Q4 		$0 Hold
5
– – ﹤0.01% 179
2023
Q3 		$0 Hold
5
– – ﹤0.01% 184
2023
Q2 		$0 Buy
+5
New +$357 ﹤0.01% 190

Other funds holding IJK

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HBC Financial Services's IJK Position: Q2 2024 in Review

HBC Financial Services sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2024, closing a stake of 5 shares.

HBC Financial Services first reported a position in IJK in Q2 2023 and held it in 4 quarters. The position peaked at $0 in Q1 2024. 859 funds tracked by Wall St. Rank hold IJK as of Q2 2024.

  • HBC Financial Services reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2024 after selling out during the quarter.
  • HBC Financial Services sold 5 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2024.
  • HBC Financial Services first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2023 and held it in 4 quarters.
  • HBC Financial Services's iShares S&P Mid-Cap 400 Growth ETF position peaked at $0 in Q1 2024.
  • 859 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2024.

Based on HBC Financial Services's 13F filing for Q2 2024, filed 7 Aug 2024.