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

Hyperion Partners’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	$775K	Buy	8,426 +578	+7%	+$51.7K	0.49%	23
2024 Q2	$692K	Buy	7,848 +447	+6%	+$39.5K	0.49%	22
2024 Q1	$675K	Buy	7,401 +234	+3%	+$19.5K	0.49%	26
2023 Q4	$568K	Buy	7,167 +31	+0.4%	+$2.27K	0.45%	28
2023 Q3	$515K	Hold	7,136	–	–	0.45%	28
2023 Q2	$535K	Buy	7,136 +11	+0.2%	+$785	0.45%	29
2023 Q1	$510K	Sell	7,125 -16	-0.2%	-$1.14K	0.46%	29
2022 Q4	$488K	Buy	+7,141	New	+$491K	0.47%	30

Other funds holding IJK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Hyperion Partners's IJK Position: Q3 2024 in Review

Hyperion Partners increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 7.4% in Q3 2024, buying an estimated $51.7K and bringing the position to 8,426 shares worth $775K. The position accounts for 0.49% of the portfolio, ranked #23.

Hyperion Partners first reported a position in IJK in Q4 2022 and has held it in 8 quarters since. 878 funds tracked by Wall St. Rank hold IJK as of Q3 2024.

Hyperion Partners held 8,426 shares of iShares S&P Mid-Cap 400 Growth ETF worth $775K as of Q3 2024.
Hyperion Partners bought 578 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2024, an estimated $51.7K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.49% of Hyperion Partners's portfolio in Q3 2024, its #23 holding.
Hyperion Partners first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2022 and has held it in 8 quarters since.
878 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2024.

Based on Hyperion Partners's 13F filing for Q3 2024, filed 9 Oct 2024.