Householder Group Estate & Retirement Specialist’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	$8K	Hold	94	–	–	0.01%	387
2024 Q3	$8K	Hold	94	–	–	﹤0.01%	854
2024 Q2	$8K	Hold	94	–	–	﹤0.01%	858
2024 Q1	$8.58K	Sell	94 -4	-4%	-$334	﹤0.01%	844
2023 Q4	$7K	Buy	98 +2	+2%	+$147	﹤0.01%	838
2023 Q3	$6.93K	Buy	+96	New	+$7.24K	﹤0.01%	866
2023 Q1	$16K	Buy	+224	New	+$16K	0.01%	683
2022 Q4	–	Sell	-224	Closed	-$14K	–	687
2022 Q3	$14K	Buy	+224	New	+$15.5K	0.01%	658

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

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 $202B AUM 37.79% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Householder Group Estate & Retirement Specialist's IJK Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q4 2024 at 94 shares worth $8K. The position accounts for 0.01% of the portfolio, ranked #387.

Householder Group Estate & Retirement Specialist first reported a position in IJK in Q3 2022 and has held it in 8 quarters since. The position peaked at $16K in Q1 2023. 900 funds tracked by Wall St. Rank hold IJK as of Q4 2024.

Householder Group Estate & Retirement Specialist held 94 shares of iShares S&P Mid-Cap 400 Growth ETF worth $8K as of Q4 2024.
Householder Group Estate & Retirement Specialist left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q4 2024.
iShares S&P Mid-Cap 400 Growth ETF made up 0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #387 holding.
Householder Group Estate & Retirement Specialist first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2022 and has held it in 8 quarters since.
Householder Group Estate & Retirement Specialist's iShares S&P Mid-Cap 400 Growth ETF position peaked at $16K in Q1 2023.
900 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.