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Mark Sheptoff Financial Planning’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Mark Sheptoff Financial Planning’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
-370
Closed -$32.6K – 444
2024
Q2 		$32.6K Hold
370
– – 0.02% 214
2024
Q1 		$33.8K Hold
370
– – 0.02% 198
2023
Q4 		$29.3K Buy
+370
New +$27.1K 0.02% 197

Other funds holding IJK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Mark Sheptoff Financial Planning's IJK Position: Q3 2024 in Review

Mark Sheptoff Financial Planning sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2024, closing a stake of 370 shares — an estimated $32.6K sold.

Mark Sheptoff Financial Planning first reported a position in IJK in Q4 2023 and held it in 3 quarters. The position peaked at $33.8K in Q1 2024. 877 funds tracked by Wall St. Rank hold IJK as of Q3 2024.

  • Mark Sheptoff Financial Planning reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 370 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2024, an estimated $32.6K.
  • Mark Sheptoff Financial Planning first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2023 and held it in 3 quarters.
  • Mark Sheptoff Financial Planning's iShares S&P Mid-Cap 400 Growth ETF position peaked at $33.8K in Q1 2024.
  • 877 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2024.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2024, filed 14 Nov 2024.