M&R Capital Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

M&R Capital Management’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	–	Sell	-15	Closed	-$1.32K	–	585
2024 Q2	$1.32K	Hold	15	–	–	﹤0.01%	506
2024 Q1	$1.37K	Hold	15	–	–	﹤0.01%	508
2023 Q4	$1.19K	Hold	15	–	–	﹤0.01%	597
2023 Q3	$1.08K	Sell	15 -40	-73%	-$3.02K	﹤0.01%	582
2023 Q2	$4.13K	Hold	55	–	–	﹤0.01%	481
2023 Q1	$3.93K	Buy	55 +40	+267%	+$2.86K	﹤0.01%	467
2022 Q4	$1.02K	Buy	+15	New	+$1.03K	﹤0.01%	569

Other funds holding IJK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

M&R Capital Management's IJK Position: Q3 2024 in Review

M&R Capital Management sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2024, closing a stake of 15 shares — an estimated $1.32K sold.

M&R Capital Management first reported a position in IJK in Q4 2022 and held it in 7 quarters. The position peaked at $4.13K in Q2 2023. 878 funds tracked by Wall St. Rank hold IJK as of Q3 2024.

M&R Capital Management reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q3 2024 after selling out during the quarter.
M&R Capital Management sold 15 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2024, an estimated $1.32K.
M&R Capital Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2022 and held it in 7 quarters.
M&R Capital Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $4.13K in Q2 2023.
878 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2024.

Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.