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

McDonough 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 Q4	–	Sell	-4,154	Closed	-$382K	–	48
2024 Q3	$382K	Hold	4,154	–	–	0.26%	34
2024 Q2	$366K	Sell	4,154 -30	-0.7%	-$2.65K	0.27%	34
2024 Q1	$382K	Sell	4,184 -36	-0.9%	-$3K	0.3%	34
2023 Q4	$334K	Sell	4,220 -37	-0.9%	-$2.71K	0.29%	33
2023 Q3	$308K	Sell	4,257 -35	-0.8%	-$2.64K	0.29%	33
2023 Q2	$322K	Hold	4,292	–	–	0.3%	32
2023 Q1	$307K	Hold	4,292	–	–	0.32%	32
2022 Q4	$293K	Hold	4,292	–	–	0.34%	35
2022 Q3	$270K	Hold	4,292	–	–	0.31%	34
2022 Q2	$274K	Hold	4,292	–	–	0.3%	34
2022 Q1	$332K	Hold	4,292	–	–	0.29%	34
2021 Q4	$366K	Buy	+4,292	New	+$360K	0.3%	32

Other funds holding IJK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

McDonough Capital Management's IJK Position: Q4 2024 in Review

McDonough Capital Management sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q4 2024, closing a stake of 4,154 shares — an estimated $382K sold.

McDonough Capital Management first reported a position in IJK in Q4 2021 and held it in 12 quarters. The position peaked at $382K in Q3 2024. 899 funds tracked by Wall St. Rank hold IJK as of Q4 2024.

McDonough Capital Management reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q4 2024 after selling out during the quarter.
McDonough Capital Management sold 4,154 iShares S&P Mid-Cap 400 Growth ETF shares in Q4 2024, an estimated $382K.
McDonough Capital Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2021 and held it in 12 quarters.
McDonough Capital Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $382K in Q3 2024.
899 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2024.

Based on McDonough Capital Management's 13F filing for Q4 2024, filed 6 Feb 2025.