Meitav Investment House’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Meitav Investment House’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	-3,200	Closed	-$254K	–	282
2023 Q4	$254K	Hold	3,200	–	–	﹤0.01%	307
2023 Q3	$231K	Hold	3,200	–	–	﹤0.01%	312
2023 Q2	$235K	Hold	3,200	–	–	﹤0.01%	335
2023 Q1	$225K	Hold	3,200	–	–	﹤0.01%	341
2022 Q4	$216K	Hold	3,200	–	–	﹤0.01%	345
2022 Q3	$207K	Hold	3,200	–	–	﹤0.01%	348
2022 Q2	$206K	Hold	3,200	–	–	﹤0.01%	321
2022 Q1	$252K	Hold	3,200	–	–	﹤0.01%	354
2021 Q4	$273K	Hold	3,200	–	–	﹤0.01%	353
2021 Q3	$256K	Hold	3,200	–	–	﹤0.01%	359
2021 Q2	$260K	Hold	3,200	–	–	0.01%	369
2021 Q1	$249	Sell	3,200 -2,400	-43%	-$185K	0.01%	338
2020 Q4	$404K	Hold	5,600	–	–	0.02%	305
2020 Q3	$333K	Hold	5,600	–	–	0.02%	316
2020 Q2	$310K	Hold	5,600	–	–	0.02%	304
2020 Q1	$252K	Hold	5,600	–	–	0.02%	314
2019 Q4	$333K	Hold	5,600	–	–	0.02%	304
2019 Q3	$316K	Hold	5,600	–	–	0.02%	321
2019 Q2	$317K	Sell	5,600 -2,000	-26%	-$111K	0.02%	324
2019 Q1	$416K	Sell	7,600 -1,600	-17%	-$84.5K	0.02%	265
2018 Q4	$435K	Sell	9,200 -8,400	-48%	-$440K	0.03%	213
2018 Q3	$1.02M	Sell	17,600 -4,400	-20%	-$255K	0.05%	206
2018 Q2	$1.23M	Hold	22,000	–	–	0.05%	176
2018 Q1	$1.18M	Buy	+22,000	New	+$1.22M	0.06%	139

Other funds holding IJK

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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 Raleigh, North Carolina $57.3B AUM 18.32% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Meitav Investment House's IJK Position: Q1 2024 in Review

Meitav Investment House sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2024, closing a stake of 3,200 shares — an estimated $254K sold.

Meitav Investment House first reported a position in IJK in Q1 2018 and held it in 24 quarters. The position peaked at $1.23M in Q2 2018. 835 funds tracked by Wall St. Rank hold IJK as of Q1 2024.

Meitav Investment House reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2024 after selling out during the quarter.
Meitav Investment House sold 3,200 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2024, an estimated $254K.
Meitav Investment House first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2018 and held it in 24 quarters.
Meitav Investment House's iShares S&P Mid-Cap 400 Growth ETF position peaked at $1.23M in Q2 2018.
835 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2024.

Based on Meitav Investment House's 13F filing for Q1 2024, filed 1 May 2024.