Kurt F. Somerville’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Kurt F. Somerville’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	–	Sell	-5,000	Closed	-$460K	–	96
2024 Q3	$460K	Hold	5,000	–	–	0.07%	74
2024 Q2	$441K	Sell	5,000 -6,620	-57%	-$585K	0.07%	73
2024 Q1	$1.06M	Hold	11,620	–	–	0.18%	57
2023 Q4	$921K	Hold	11,620	–	–	0.17%	53
2023 Q3	$839K	Hold	11,620	–	–	0.17%	58
2023 Q2	$872K	Hold	11,620	–	–	0.17%	57
2023 Q1	$831K	Hold	11,620	–	–	0.15%	61
2022 Q4	$794K	Hold	11,620	–	–	0.15%	63
2022 Q3	$732K	Hold	11,620	–	–	0.15%	61
2022 Q2	$741K	Hold	11,620	–	–	0.14%	63
2022 Q1	$898K	Hold	11,620	–	–	0.14%	60
2021 Q4	$991K	Buy	+11,620	New	+$974K	0.14%	57

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Kurt F. Somerville's IJK Position: Q4 2024 in Review

Kurt F. Somerville sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q4 2024, closing a stake of 5,000 shares — an estimated $460K sold.

Kurt F. Somerville first reported a position in IJK in Q4 2021 and held it in 12 quarters. The position peaked at $1.06M in Q1 2024. 899 funds tracked by Wall St. Rank hold IJK as of Q4 2024.

Kurt F. Somerville reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q4 2024 after selling out during the quarter.
Kurt F. Somerville sold 5,000 iShares S&P Mid-Cap 400 Growth ETF shares in Q4 2024, an estimated $460K.
Kurt F. Somerville first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2021 and held it in 12 quarters.
Kurt F. Somerville's iShares S&P Mid-Cap 400 Growth ETF position peaked at $1.06M in Q1 2024.
899 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2024.

Based on Kurt F. Somerville's 13F filing for Q4 2024, filed 13 Feb 2025.