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New Century Financial Group’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

New Century Financial 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
Q4 		– Sell
-2,185
Closed -$201K – 309
2024
Q3 		$201K Buy
+2,185
New +$195K 0.07% 308

Other funds holding IJK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

New Century Financial Group's IJK Position: Q4 2024 in Review

New Century Financial Group sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q4 2024, closing a stake of 2,185 shares — an estimated $201K sold.

New Century Financial Group first reported a position in IJK in Q3 2024 and held it in 1 quarter. The position peaked at $201K in Q3 2024. 899 funds tracked by Wall St. Rank hold IJK as of Q4 2024.

  • New Century Financial Group reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q4 2024 after selling out during the quarter.
  • New Century Financial Group sold 2,185 iShares S&P Mid-Cap 400 Growth ETF shares in Q4 2024, an estimated $201K.
  • New Century Financial Group first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2024 and held it in 1 quarter.
  • New Century Financial Group's iShares S&P Mid-Cap 400 Growth ETF position peaked at $201K 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 New Century Financial Group's 13F filing for Q4 2024, filed 17 Jan 2025.