Lake Street Advisors Group’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Lake Street Advisors 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 Q4	$230K	Hold	2,528	–	–	0.01%	527
2024 Q3	$232K	Hold	2,528	–	–	0.01%	528
2024 Q2	$223K	Hold	2,528	–	–	0.01%	518
2024 Q1	$231K	Hold	2,528	–	–	0.01%	525
2023 Q4	$200K	Buy	+2,528	New	+$185K	0.01%	547
2021 Q3	–	Sell	-2,528	Closed	-$207K	–	323
2021 Q2	$207K	Buy	+2,528	New	+$203K	0.02%	308

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 $1.88B AUM 29.07% 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 $202B AUM 37.79% 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

Lake Street Advisors Group's IJK Position: Q4 2024 in Review

Lake Street Advisors Group held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q4 2024 at 2,528 shares worth $230K. The position accounts for 0.01% of the portfolio, ranked #527.

Lake Street Advisors Group first reported a position in IJK in Q2 2021 and has held it in 6 quarters since. The position peaked at $232K in Q3 2024. 900 funds tracked by Wall St. Rank hold IJK as of Q4 2024.

Lake Street Advisors Group held 2,528 shares of iShares S&P Mid-Cap 400 Growth ETF worth $230K as of Q4 2024.
Lake Street Advisors Group left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q4 2024.
iShares S&P Mid-Cap 400 Growth ETF made up 0.01% of Lake Street Advisors Group's portfolio in Q4 2024, its #527 holding.
Lake Street Advisors Group first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2021 and has held it in 6 quarters since.
Lake Street Advisors Group's iShares S&P Mid-Cap 400 Growth ETF position peaked at $232K in Q3 2024.
900 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.