National Wealth Management Group’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

National Wealth Management Group’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	-10,118	Closed	-$802K	–	144
2023 Q4	$802K	Sell	10,118 -2,935	-22%	-$215K	0.78%	35
2023 Q3	$943K	Buy	13,053 +1,706	+15%	+$129K	1.03%	29
2023 Q2	$869K	Buy	+11,347	New	+$810K	0.9%	33

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

National Wealth Management Group's IJK Position: Q1 2024 in Review

National Wealth Management Group sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2024, closing a stake of 10,118 shares — an estimated $802K sold.

National Wealth Management Group first reported a position in IJK in Q2 2023 and held it in 3 quarters. The position peaked at $943K in Q3 2023. 835 funds tracked by Wall St. Rank hold IJK as of Q1 2024.

National Wealth Management Group reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2024 after selling out during the quarter.
National Wealth Management Group sold 10,118 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2024, an estimated $802K.
National Wealth Management Group first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2023 and held it in 3 quarters.
National Wealth Management Group's iShares S&P Mid-Cap 400 Growth ETF position peaked at $943K in Q3 2023.
835 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2024.

Based on National Wealth Management Group's 13F filing for Q1 2024, filed 17 May 2024.