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Peak Planning Group’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Peak Planning 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
Q3 		– Sell
-2,449
Closed -$216K – 110
2024
Q2 		$216K Buy
+2,449
New +$216K 0.11% 101

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Peak Planning Group's IJK Position: Q3 2024 in Review

Peak Planning Group sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2024, closing a stake of 2,449 shares — an estimated $216K sold.

Peak Planning Group first reported a position in IJK in Q2 2024 and held it in 1 quarter. The position peaked at $216K in Q2 2024. 877 funds tracked by Wall St. Rank hold IJK as of Q3 2024.

  • Peak Planning Group reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Peak Planning Group sold 2,449 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2024, an estimated $216K.
  • Peak Planning Group first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2024 and held it in 1 quarter.
  • Peak Planning Group's iShares S&P Mid-Cap 400 Growth ETF position peaked at $216K in Q2 2024.
  • 877 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2024.

Based on Peak Planning Group's 13F filing for Q3 2024, filed 24 Jun 2026.