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

Legacy Trust’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	-3,775	Closed	-$299K	–	155
2023 Q4	$299K	Sell	3,775 -750	-17%	-$55K	0.08%	133
2023 Q3	$327K	Buy	+4,525	New	+$341K	0.1%	124
2023 Q1	–	Sell	-6,591	Closed	-$450K	–	162
2022 Q4	$450K	Buy	+6,591	New	+$453K	0.14%	103

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

Legacy Trust's IJK Position: Q1 2024 in Review

Legacy Trust sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2024, closing a stake of 3,775 shares — an estimated $299K sold.

Legacy Trust first reported a position in IJK in Q4 2022 and held it in 3 quarters. The position peaked at $450K in Q4 2022. 835 funds tracked by Wall St. Rank hold IJK as of Q1 2024.

Legacy Trust reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2024 after selling out during the quarter.
Legacy Trust sold 3,775 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2024, an estimated $299K.
Legacy Trust first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2022 and held it in 3 quarters.
Legacy Trust's iShares S&P Mid-Cap 400 Growth ETF position peaked at $450K in Q4 2022.
835 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2024.

Based on Legacy Trust's 13F filing for Q1 2024, filed 23 Apr 2024.