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

LM Advisors’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
-940
Closed -$74.5K – 453
2023
Q4 		$74.5K Buy
+940
New +$69K 0.02% 276

Other funds holding IJK

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
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
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LM Advisors's IJK Position: Q1 2024 in Review

LM Advisors sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2024, closing a stake of 940 shares — an estimated $74.5K sold.

LM Advisors first reported a position in IJK in Q4 2023 and held it in 1 quarter. The position peaked at $74.5K in Q4 2023. 835 funds tracked by Wall St. Rank hold IJK as of Q1 2024.

  • LM Advisors reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2024 after selling out during the quarter.
  • LM Advisors sold 940 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2024, an estimated $74.5K.
  • LM Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2023 and held it in 1 quarter.
  • LM Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $74.5K in Q4 2023.
  • 835 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.