Platte River Wealth Advisors’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Platte River Wealth Advisors’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	$2.02M	Sell	21,935 -588	-3%	-$52.6K	0.54%	35
2024 Q2	$1.98M	Sell	22,523 -448	-2%	-$39.6K	0.56%	33
2024 Q1	$2.1M	Sell	22,971 -1,370	-6%	-$114K	0.6%	33
2023 Q4	$1.93M	Hold	24,341	–	–	0.64%	33
2023 Q3	$1.76M	Hold	24,341	–	–	0.64%	32
2023 Q2	$1.83M	Hold	24,341	–	–	0.64%	32
2023 Q1	$1.74M	Sell	24,341 -13,485	-36%	-$963K	0.67%	33
2022 Q4	$2.58M	Hold	37,826	–	–	1.09%	25
2022 Q3	$2.38M	Sell	37,826 -649	-2%	-$44.8K	1.07%	25
2022 Q2	$2.45M	Hold	38,475	–	–	1.06%	25
2022 Q1	$2.97M	Sell	38,475 -330	-0.9%	-$25.5K	1.08%	24
2021 Q4	$3.19M	Sell	38,805 -3,448	-8%	-$289K	1.09%	23
2021 Q3	$3.35M	Buy	42,253 +251	+0.6%	+$20.4K	1.24%	23
2021 Q2	$3.4M	Sell	42,002 -4,046	-9%	-$325K	1.29%	22
2021 Q1	$3.68M	Sell	46,048 -1,760	-4%	-$136K	1.51%	20
2020 Q4	$3.71M	Sell	47,808 -4,440	-8%	-$296K	1.6%	19
2020 Q3	$3.12M	Sell	52,248 -3,328	-6%	-$198K	1.61%	21
2020 Q2	$3.15M	Buy	+55,576	New	+$2.89M	1.74%	19
2019 Q4	$3.27M	Buy	+55,696	New	+$3.19M	1.72%	13

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

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

Goldman Sachs New York $871B AUM 31.28% 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

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

Platte River Wealth Advisors's IJK Position: Q3 2024 in Review

Platte River Wealth Advisors reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 2.6% in Q3 2024, selling an estimated $52.6K and leaving 21,935 shares worth $2.02M. The position accounts for 0.54% of the portfolio, ranked #35.

Platte River Wealth Advisors first reported a position in IJK in Q4 2019 and has held it in 19 quarters since. The position peaked at $3.71M in Q4 2020. 878 funds tracked by Wall St. Rank hold IJK as of Q3 2024.

Platte River Wealth Advisors held 21,935 shares of iShares S&P Mid-Cap 400 Growth ETF worth $2.02M as of Q3 2024.
Platte River Wealth Advisors sold 588 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2024, an estimated $52.6K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.54% of Platte River Wealth Advisors's portfolio in Q3 2024, its #35 holding.
Platte River Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2019 and has held it in 19 quarters since.
Platte River Wealth Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $3.71M in Q4 2020.
878 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2024.

Based on Platte River Wealth Advisors's 13F filing for Q3 2024, filed 7 Oct 2024.