Planned Solutions’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Planned Solutions’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	-5,884	Closed	-$541K	–	359
2024 Q3	$541K	Hold	5,884	–	–	0.22%	47
2024 Q2	$518K	Hold	5,884	–	–	0.25%	43
2024 Q1	$537K	Hold	5,884	–	–	0.26%	46
2023 Q4	$466K	Hold	5,884	–	–	0.22%	44
2023 Q3	$425K	Hold	5,884	–	–	0.26%	45
2023 Q2	$441K	Hold	5,884	–	–	0.26%	46
2023 Q1	$421K	Hold	5,884	–	–	0.27%	44
2022 Q4	$402K	Hold	5,884	–	–	0.29%	42
2022 Q3	$371K	Buy	+5,884	New	+$406K	0.31%	41
2022 Q1	–	Sell	-5,884	Closed	-$502K	–	74
2021 Q4	$502K	Buy	+5,884	New	+$493K	0.34%	41
2021 Q2	$476K	Hold	5,884	–	–	0.33%	38
2021 Q1	$461K	Sell	5,884 -400	-6%	-$30.8K	0.36%	33
2020 Q4	$454K	Buy	+6,284	New	+$419K	0.36%	30

Other funds holding IJK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Planned Solutions's IJK Position: Q4 2024 in Review

Planned Solutions sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q4 2024, closing a stake of 5,884 shares — an estimated $541K sold.

Planned Solutions first reported a position in IJK in Q4 2020 and held it in 13 quarters. The position peaked at $541K in Q3 2024. 899 funds tracked by Wall St. Rank hold IJK as of Q4 2024.

Planned Solutions reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 5,884 iShares S&P Mid-Cap 400 Growth ETF shares in Q4 2024, an estimated $541K.
Planned Solutions first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2020 and held it in 13 quarters.
Planned Solutions's iShares S&P Mid-Cap 400 Growth ETF position peaked at $541K 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 Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.