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HTLF Bank’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

HTLF Bank’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 		$304K Buy
3,338
+262
+9% +$24.7K 0.03% 167
2024
Q3 		$283K Sell
3,076
-57
-2% -$5.1K 0.03% 184
2024
Q2 		$276K Hold
3,133
– – 0.03% 189
2024
Q1 		$286K Sell
3,133
-178
-5% -$14.8K 0.03% 190
2023
Q4 		$262K Buy
+3,311
New +$243K 0.03% 190

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

HTLF Bank's IJK Position: Q4 2024 in Review

HTLF Bank increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 8.5% in Q4 2024, buying an estimated $24.7K and bringing the position to 3,338 shares worth $304K. The position accounts for 0.03% of the portfolio, ranked #167.

HTLF Bank first reported a position in IJK in Q4 2023 and has held it in 5 quarters since. 899 funds tracked by Wall St. Rank hold IJK as of Q4 2024.

  • HTLF Bank held 3,338 shares of iShares S&P Mid-Cap 400 Growth ETF worth $304K as of Q4 2024.
  • HTLF Bank bought 262 iShares S&P Mid-Cap 400 Growth ETF shares in Q4 2024, an estimated $24.7K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.03% of HTLF Bank's portfolio in Q4 2024, its #167 holding.
  • HTLF Bank first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2023 and has held it in 5 quarters since.
  • 899 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2024.

Based on HTLF Bank's 13F filing for Q4 2024, filed 28 Jan 2025.