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

Old Mission 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 Q1	–	Sell	-4,260	Closed	-$337K	–	1473
2023 Q4	$337K	Buy	+4,260	New	+$313K	0.01%	917
2023 Q1	–	Sell	-3,195	Closed	-$218K	–	1577
2022 Q4	$218K	Buy	+3,195	New	+$220K	0.01%	1008
2021 Q3	–	Sell	-9,957	Closed	-$806K	–	1112
2021 Q2	$806K	Sell	9,957 -67,580	-87%	-$5.42M	0.03%	498
2021 Q1	$6.08M	Buy	+77,537	New	+$5.97M	0.34%	62

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

Old Mission Capital's IJK Position: Q1 2024 in Review

Old Mission Capital sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2024, closing a stake of 4,260 shares — an estimated $337K sold.

Old Mission Capital first reported a position in IJK in Q1 2021 and held it in 4 quarters. The position peaked at $6.08M in Q1 2021. 835 funds tracked by Wall St. Rank hold IJK as of Q1 2024.

Old Mission Capital reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2024 after selling out during the quarter.
Old Mission Capital sold 4,260 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2024, an estimated $337K.
Old Mission Capital first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2021 and held it in 4 quarters.
Old Mission Capital's iShares S&P Mid-Cap 400 Growth ETF position peaked at $6.08M in Q1 2021.
835 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2024.

Based on Old Mission Capital's 13F filing for Q1 2024, filed 14 May 2024.