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

JSF Financial’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 Q1	–	Sell	-5,362	Closed	-$425K	–	112
2023 Q4	$425K	Sell	5,362 -1,112	-17%	-$81.6K	0.15%	73
2023 Q3	$468K	Sell	6,474 -173,003	-96%	-$13M	0.18%	66
2023 Q2	$13.5M	Buy	179,477 +3,667	+2%	+$262K	4.76%	5
2023 Q1	$12.6M	Buy	175,810 +5,587	+3%	+$399K	4.7%	3
2022 Q4	$11.6M	Buy	170,223 +5,871	+4%	+$404K	4.35%	5
2022 Q3	$10.4M	Buy	164,352 +5,367	+3%	+$371K	3.93%	6
2022 Q2	$10.1M	Buy	158,985 +22,603	+17%	+$1.59M	4.59%	3
2022 Q1	$10.5M	Buy	+136,382	New	+$10.5M	4.48%	5

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JSF Financial's IJK Position: Q1 2024 in Review

JSF Financial sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2024, closing a stake of 5,362 shares — an estimated $425K sold.

JSF Financial first reported a position in IJK in Q1 2022 and held it in 8 quarters. The position peaked at $13.5M in Q2 2023. 835 funds tracked by Wall St. Rank hold IJK as of Q1 2024.

JSF Financial reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2024 after selling out during the quarter.
JSF Financial sold 5,362 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2024, an estimated $425K.
JSF Financial first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2022 and held it in 8 quarters.
JSF Financial's iShares S&P Mid-Cap 400 Growth ETF position peaked at $13.5M in Q2 2023.
835 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2024.

Based on JSF Financial's 13F filing for Q1 2024, filed 13 May 2024.