Moloney Securities Asset Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Moloney Securities Asset 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	-71,276	Closed	-$6.55M	–	492
2024 Q3	$6.55M	Buy	71,276 +2,154	+3%	+$193K	0.88%	20
2024 Q2	$6.09M	Buy	+69,122	New	+$6.11M	0.88%	20
2021 Q1	–	Sell	-5,497	Closed	-$397K	–	413
2020 Q4	$397K	Buy	+5,497	New	+$367K	0.09%	235

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 $1.88B AUM 29.07% 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

Moloney Securities Asset Management's IJK Position: Q4 2024 in Review

Moloney Securities Asset Management sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q4 2024, closing a stake of 71,276 shares — an estimated $6.55M sold.

Moloney Securities Asset Management first reported a position in IJK in Q4 2020 and held it in 3 quarters. The position peaked at $6.55M in Q3 2024. 900 funds tracked by Wall St. Rank hold IJK as of Q4 2024.

Moloney Securities Asset Management reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q4 2024 after selling out during the quarter.
Moloney Securities Asset Management sold 71,276 iShares S&P Mid-Cap 400 Growth ETF shares in Q4 2024, an estimated $6.55M.
Moloney Securities Asset Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2020 and held it in 3 quarters.
Moloney Securities Asset Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $6.55M in Q3 2024.
900 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2024.

Based on Moloney Securities Asset Management's 13F filing for Q4 2024, filed 28 Jan 2025.