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

MTM Investment 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	-20	Closed	-$1.84K	–	275
2024 Q3	$1.84K	Hold	20	–	–	﹤0.01%	266
2024 Q2	$1.76K	Hold	20	–	–	﹤0.01%	260
2024 Q1	$1.82K	Hold	20	–	–	﹤0.01%	278
2023 Q4	$1.58K	Hold	20	–	–	﹤0.01%	255
2023 Q3	$1.45K	Hold	20	–	–	﹤0.01%	250
2023 Q2	$1.5K	Hold	20	–	–	﹤0.01%	259
2023 Q1	$1.43K	Hold	20	–	–	﹤0.01%	260
2022 Q4	$1.37K	Hold	20	–	–	﹤0.01%	263
2022 Q3	$1K	Hold	20	–	–	﹤0.01%	260
2022 Q2	$1K	Hold	20	–	–	﹤0.01%	267
2022 Q1	$2K	Hold	20	–	–	﹤0.01%	276
2021 Q4	$2K	Hold	20	–	–	﹤0.01%	284
2021 Q3	$2K	Hold	20	–	–	﹤0.01%	263
2021 Q2	$2K	Hold	20	–	–	﹤0.01%	257
2021 Q1	$2K	Hold	20	–	–	﹤0.01%	250
2020 Q4	$1K	Buy	+20	New	+$1.33K	﹤0.01%	226

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

MTM Investment Management's IJK Position: Q4 2024 in Review

MTM Investment Management sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q4 2024, closing a stake of 20 shares — an estimated $1.84K sold.

MTM Investment Management first reported a position in IJK in Q4 2020 and held it in 16 quarters. The position peaked at $2K in Q1 2022. 899 funds tracked by Wall St. Rank hold IJK as of Q4 2024.

MTM Investment Management reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q4 2024 after selling out during the quarter.
MTM Investment Management sold 20 iShares S&P Mid-Cap 400 Growth ETF shares in Q4 2024, an estimated $1.84K.
MTM Investment Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2020 and held it in 16 quarters.
MTM Investment Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $2K in Q1 2022.
899 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2024.

Based on MTM Investment Management's 13F filing for Q4 2024, filed 29 Jan 2025.