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

Kelly Financial Services’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	–	Sell	-131	Closed	-$11.6K	–	407
2024 Q2	$11.6K	Hold	131	–	–	﹤0.01%	410
2024 Q1	$11.9K	Hold	131	–	–	﹤0.01%	401
2023 Q4	$10.4K	Buy	131 +1	+0.8%	+$73	﹤0.01%	394
2023 Q3	$9.38K	Hold	130	–	–	﹤0.01%	379
2023 Q2	$9.73K	Buy	130 +1	+0.8%	+$71	﹤0.01%	370
2023 Q1	$9.26K	Hold	129	–	–	﹤0.01%	363
2022 Q4	$8.82K	Hold	129	–	–	﹤0.01%	345
2022 Q3	$8.11K	Buy	129 +1	+0.8%	+$69	﹤0.01%	346
2022 Q2	$8.17K	Hold	128	–	–	﹤0.01%	346
2022 Q1	$9.89K	Hold	128	–	–	﹤0.01%	342
2021 Q4	$10.9K	Hold	128	–	–	0.01%	332
2021 Q3	$10.1K	Sell	128 -10,176	-99%	-$826K	0.01%	331
2021 Q2	$127K	Buy	10,304 +10,157	+6,910%	+$815K	﹤0.01%	348
2021 Q1	$11.5K	Hold	147	–	–	0.01%	284
2020 Q4	$10.6K	Sell	147 -1	-0.7%	-$67	0.01%	262
2020 Q3	$8.77K	Hold	148	–	–	0.01%	265
2020 Q2	$8.2K	Hold	148	–	–	0.01%	275
2020 Q1	$6.52K	Buy	148 +4	+3%	+$220	0.01%	269
2019 Q4	$8.67K	Hold	144	–	–	0.01%	241
2019 Q3	$8.13K	Hold	144	–	–	0.01%	245
2019 Q2	$8.19K	Hold	144	–	–	0.01%	243
2019 Q1	$7.91K	Buy	+144	New	+$7.6K	0.01%	249

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

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

Goldman Sachs New York $871B AUM 31.28% 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

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

Kelly Financial Services's IJK Position: Q3 2024 in Review

Kelly Financial Services sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2024, closing a stake of 131 shares — an estimated $11.6K sold.

Kelly Financial Services first reported a position in IJK in Q1 2019 and held it in 22 quarters. The position peaked at $127K in Q2 2021. 877 funds tracked by Wall St. Rank hold IJK as of Q3 2024.

Kelly Financial Services reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q3 2024 after selling out during the quarter.
Kelly Financial Services sold 131 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2024, an estimated $11.6K.
Kelly Financial Services first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2019 and held it in 22 quarters.
Kelly Financial Services's iShares S&P Mid-Cap 400 Growth ETF position peaked at $127K in Q2 2021.
877 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.