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

Money Concepts Capital’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	-22,112	Closed	-$2.03M	–	414
2024 Q3	$2.03M	Buy	22,112 +765	+4%	+$68.4K	0.15%	140
2024 Q2	$1.88M	Buy	+21,347	New	+$1.89M	0.16%	146
2024 Q1	–	Sell	-25,639	Closed	-$2.03M	–	396
2023 Q4	$2.03M	Buy	+25,639	New	+$1.88M	0.19%	131
2023 Q1	–	Sell	-10,766	Closed	-$735K	–	1665
2022 Q4	$735K	Buy	10,766 +10,252	+1,995%	+$705K	0.03%	349
2022 Q3	$32K	Buy	514 +10	+2%	+$690	﹤0.01%	808
2022 Q2	$32K	Sell	504 -8,759	-95%	-$615K	﹤0.01%	786
2022 Q1	$716K	Buy	9,263 +8,939	+2,759%	+$691K	0.04%	358
2021 Q4	$28K	Buy	+324	New	+$27.2K	﹤0.01%	632
2021 Q1	$25K	Hold	324	–	–	﹤0.01%	616
2020 Q4	$23K	Buy	+324	New	+$21.6K	﹤0.01%	570

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

Money Concepts Capital's IJK Position: Q4 2024 in Review

Money Concepts Capital sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q4 2024, closing a stake of 22,112 shares — an estimated $2.03M sold.

Money Concepts Capital first reported a position in IJK in Q4 2020 and held it in 10 quarters. The position peaked at $2.03M in Q3 2024. 899 funds tracked by Wall St. Rank hold IJK as of Q4 2024.

Money Concepts Capital reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q4 2024 after selling out during the quarter.
Money Concepts Capital sold 22,112 iShares S&P Mid-Cap 400 Growth ETF shares in Q4 2024, an estimated $2.03M.
Money Concepts Capital first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2020 and held it in 10 quarters.
Money Concepts Capital's iShares S&P Mid-Cap 400 Growth ETF position peaked at $2.03M 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 Money Concepts Capital's 13F filing for Q4 2024, filed 27 Jan 2025.