Kowal Investment Group’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Kowal Investment Group’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	$311K	Buy	3,387 +7	+0.2%	+$626	0.06%	153
2024 Q2	$298K	Buy	3,380 +5	+0.1%	+$442	0.06%	141
2024 Q1	$308K	Buy	3,375 +4	+0.1%	+$334	0.07%	134
2023 Q4	$267K	Buy	3,371 +21	+0.6%	+$1.54K	0.06%	137
2023 Q3	$242K	Hold	3,350	–	–	0.07%	130
2023 Q2	$251K	Buy	3,350 +7	+0.2%	+$500	0.07%	136
2023 Q1	$239K	Buy	3,343 +8	+0.2%	+$571	0.07%	138
2022 Q4	$228K	Buy	3,335 +4	+0.1%	+$275	0.07%	141
2022 Q3	$210K	Buy	3,331 +18	+0.5%	+$1.24K	0.07%	130
2022 Q2	$211K	Buy	3,313 +8	+0.2%	+$562	0.07%	130
2022 Q1	$255K	Buy	3,305 +6	+0.2%	+$464	0.08%	107
2021 Q4	$281K	Buy	3,299 +337	+11%	+$28.3K	0.08%	84
2021 Q3	$235K	Buy	2,962 +4	+0.1%	+$325	0.07%	88
2021 Q2	$239K	Buy	2,958 +3	+0.1%	+$241	0.09%	85
2021 Q1	$232K	Buy	2,955 +4	+0.1%	+$308	0.09%	81
2020 Q4	$227K	Buy	+2,951	New	+$197K	0.11%	81

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

Kowal Investment Group's IJK Position: Q3 2024 in Review

Kowal Investment Group increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.21% in Q3 2024, buying an estimated $626 and bringing the position to 3,387 shares worth $311K. The position accounts for 0.06% of the portfolio, ranked #153.

Kowal Investment Group first reported a position in IJK in Q4 2020 and has held it in 16 quarters since. 877 funds tracked by Wall St. Rank hold IJK as of Q3 2024.

Kowal Investment Group held 3,387 shares of iShares S&P Mid-Cap 400 Growth ETF worth $311K as of Q3 2024.
Kowal Investment Group bought 7 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2024, an estimated $626.
iShares S&P Mid-Cap 400 Growth ETF made up 0.06% of Kowal Investment Group's portfolio in Q3 2024, its #153 holding.
Kowal Investment Group first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2020 and has held it in 16 quarters since.
877 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.