Hirtle Callaghan & Co’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Hirtle Callaghan & Co’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 Q3	–	Sell	-12,920	Closed	-$969K	–	82
2023 Q2	$969K	Buy	+12,920	New	+$922K	0.05%	55
2022 Q2	–	Sell	-3,547	Closed	-$274K	–	133
2022 Q1	$274K	Sell	3,547 -281	-7%	-$21.7K	0.01%	114
2021 Q4	$326K	Buy	+3,828	New	+$321K	0.02%	74

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

Hirtle Callaghan & Co's IJK Position: Q3 2023 in Review

Hirtle Callaghan & Co sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2023, closing a stake of 12,920 shares — an estimated $969K sold.

Hirtle Callaghan & Co first reported a position in IJK in Q4 2021 and held it in 3 quarters. The position peaked at $969K in Q2 2023. 733 funds tracked by Wall St. Rank hold IJK as of Q3 2023.

Hirtle Callaghan & Co reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q3 2023 after selling out during the quarter.
Hirtle Callaghan & Co sold 12,920 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2023, an estimated $969K.
Hirtle Callaghan & Co first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2021 and held it in 3 quarters.
Hirtle Callaghan & Co's iShares S&P Mid-Cap 400 Growth ETF position peaked at $969K in Q2 2023.
733 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2023.

Based on Hirtle Callaghan & Co's 13F filing for Q3 2023, filed 8 Nov 2023.