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

Planning Capital Management Corporation’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 		$619K Sell
6,737
-1,292
-16% -$116K 0.41% 45
2024
Q2 		$707K Buy
8,029
+9
+0.1% +$796 0.5% 38
2024
Q1 		$732K Buy
8,020
+1,788
+29% +$149K 0.53% 39
2023
Q4 		$494K Buy
+6,232
New +$457K 0.39% 42

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 $424B AUM 22.94% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Planning Capital Management Corporation's IJK Position: Q3 2024 in Review

Planning Capital Management Corporation reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 16% in Q3 2024, selling an estimated $116K and leaving 6,737 shares worth $619K. The position accounts for 0.41% of the portfolio, ranked #45.

Planning Capital Management Corporation first reported a position in IJK in Q4 2023 and has held it in 4 quarters since. The position peaked at $732K in Q1 2024. 878 funds tracked by Wall St. Rank hold IJK as of Q3 2024.

  • Planning Capital Management Corporation held 6,737 shares of iShares S&P Mid-Cap 400 Growth ETF worth $619K as of Q3 2024.
  • Planning Capital Management Corporation sold 1,292 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2024, an estimated $116K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.41% of Planning Capital Management Corporation's portfolio in Q3 2024, its #45 holding.
  • Planning Capital Management Corporation first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2023 and has held it in 4 quarters since.
  • Planning Capital Management Corporation's iShares S&P Mid-Cap 400 Growth ETF position peaked at $732K in Q1 2024.
  • 878 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.