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

Partnership Wealth 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
-392
Closed -$36K – 122
2024
Q3 		$36K Hold
392
– – 0.03% 131
2024
Q2 		$34.5K Hold
392
– – 0.03% 156
2024
Q1 		$35.8K Hold
392
– – 0.03% 159
2023
Q4 		$30.9K Buy
+392
New +$28.8K 0.02% 160

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

Partnership Wealth Management's IJK Position: Q4 2024 in Review

Partnership Wealth Management sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q4 2024, closing a stake of 392 shares — an estimated $36K sold.

Partnership Wealth Management first reported a position in IJK in Q4 2023 and held it in 4 quarters. The position peaked at $36K in Q3 2024. 899 funds tracked by Wall St. Rank hold IJK as of Q4 2024.

  • Partnership Wealth Management reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Partnership Wealth Management sold 392 iShares S&P Mid-Cap 400 Growth ETF shares in Q4 2024, an estimated $36K.
  • Partnership Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2023 and held it in 4 quarters.
  • Partnership Wealth Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $36K 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 Partnership Wealth Management's 13F filing for Q4 2024, filed 8 Jan 2025.