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

Mainstay 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
Q1 		– Sell
-5,664
Closed -$449K – 120
2023
Q4 		$449K Buy
5,664
+29
+0.5% +$2.13K 0.09% 68
2023
Q3 		$407K Sell
5,635
-30
-0.5% -$2.26K 0.09% 67
2023
Q2 		$425K Buy
5,665
+206
+4% +$14.7K 0.08% 74
2023
Q1 		$390K Hold
5,459
– – 0.08% 76
2022
Q4 		$373K Sell
5,459
-402
-7% -$27.6K 0.08% 82
2022
Q3 		$370K Sell
5,861
-1,143
-16% -$78.9K 0.09% 80
2022
Q2 		$446K Sell
7,004
-330
-4% -$23.2K 0.1% 72
2022
Q1 		$567K Sell
7,334
-12
-0.2% -$927 0.1% 71
2021
Q4 		$626K Sell
7,346
-3,982
-35% -$334K 0.19% 75
2021
Q3 		$898K Buy
11,328
+3,982
+54% +$323K 0.51% 56
2021
Q2 		$594K Buy
7,346
+330
+5% +$26.5K 0.14% 80
2021
Q1 		$550K Buy
+7,016
New +$540K 0.17% 83
2020
Q4 		– Sell
-5,528
Closed -$369K – 93
2020
Q3 		$331K Buy
5,528
+608
+12% +$36.2K 0.09% 86
2020
Q2 		$275K Hold
4,920
– – 0.08% 93
2020
Q1 		$213K Sell
4,920
-744
-13% -$40.9K 0.07% 91
2019
Q4 		$337K Buy
5,664
+1,052
+23% +$60.3K 0.08% 84
2019
Q3 		$259K Hold
4,612
– – 0.14% 87
2019
Q2 		$260K Buy
+4,612
New +$256K 0.14% 88
2018
Q4 		– Sell
-2,840
Closed -$166K – 229
2018
Q3 		$166K Buy
2,840
+1,756
+162% +$102K 0.11% 107
2018
Q2 		$61K Sell
1,084
-440
-29% -$24.6K 0.05% 159
2018
Q1 		$83K Buy
1,524
+504
+49% +$27.9K 0.06% 125
2017
Q4 		$55K Buy
+1,020
New +$53.8K 0.05% 158

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

Mainstay Capital Management's IJK Position: Q1 2024 in Review

Mainstay Capital Management sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2024, closing a stake of 5,664 shares — an estimated $449K sold.

Mainstay Capital Management first reported a position in IJK in Q4 2017 and held it in 22 quarters. The position peaked at $898K in Q3 2021. 835 funds tracked by Wall St. Rank hold IJK as of Q1 2024.

  • Mainstay Capital Management reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2024 after selling out during the quarter.
  • Mainstay Capital Management sold 5,664 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2024, an estimated $449K.
  • Mainstay Capital Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2017 and held it in 22 quarters.
  • Mainstay Capital Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $898K in Q3 2021.
  • 835 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2024.

Based on Mainstay Capital Management's 13F filing for Q1 2024, filed 30 Apr 2024.