Per Stirling Capital Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Per Stirling Capital 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 Q2	–	Sell	-37,843	Closed	-$3.45M	–	243
2024 Q1	$3.45M	Buy	+37,843	New	+$3.16M	0.58%	43
2023 Q4	–	Sell	-32,754	Closed	-$2.37M	–	212
2023 Q3	$2.37M	Buy	32,754 +6,906	+27%	+$521K	0.49%	47
2023 Q2	$1.94M	Buy	25,848 +8,427	+48%	+$602K	0.39%	54
2023 Q1	$1.25M	Buy	17,421 +2,934	+20%	+$210K	0.27%	61
2022 Q4	$989K	Buy	+14,487	New	+$996K	0.18%	77

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Per Stirling Capital Management's IJK Position: Q2 2024 in Review

Per Stirling Capital Management sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2024, closing a stake of 37,843 shares — an estimated $3.45M sold.

Per Stirling Capital Management first reported a position in IJK in Q4 2022 and held it in 5 quarters. The position peaked at $3.45M in Q1 2024. 858 funds tracked by Wall St. Rank hold IJK as of Q2 2024.

Per Stirling Capital Management reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2024 after selling out during the quarter.
Per Stirling Capital Management sold 37,843 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2024, an estimated $3.45M.
Per Stirling Capital Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2022 and held it in 5 quarters.
Per Stirling Capital Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $3.45M in Q1 2024.
858 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2024.

Based on Per Stirling Capital Management's 13F filing for Q2 2024, filed 14 Aug 2024.