Private Portfolio Partners’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Private Portfolio Partners’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	$269K	Buy	2,957 +37	+1%	+$3.48K	0.05%	250
2024 Q3	$268K	Buy	+2,920	New	+$261K	0.05%	244
2024 Q2	–	Sell	-2,982	Closed	-$272K	–	157
2024 Q1	$272K	Buy	2,982 +5	+0.2%	+$417	0.06%	228
2023 Q4	$236K	Buy	2,977 +18	+0.6%	+$1.32K	0.05%	235
2023 Q3	$214K	Hold	2,959	–	–	0.06%	240
2023 Q2	$222K	Buy	2,959 +133	+5%	+$9.5K	0.06%	237
2023 Q1	$202K	Buy	+2,826	New	+$202K	0.05%	241
2022 Q2	–	Sell	-3,000	Closed	-$232K	–	275
2022 Q1	$232K	Buy	+3,000	New	+$232K	0.06%	254
2021 Q2	–	Sell	-2,698	Closed	-$211K	–	265
2021 Q1	$211K	Buy	+2,698	New	+$208K	0.07%	228

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

Private Portfolio Partners's IJK Position: Q4 2024 in Review

Private Portfolio Partners increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 1.3% in Q4 2024, buying an estimated $3.48K and bringing the position to 2,957 shares worth $269K. The position accounts for 0.05% of the portfolio, ranked #250.

Private Portfolio Partners first reported a position in IJK in Q1 2021 and has held it in 9 quarters since. The position peaked at $272K in Q1 2024. 899 funds tracked by Wall St. Rank hold IJK as of Q4 2024.

Private Portfolio Partners held 2,957 shares of iShares S&P Mid-Cap 400 Growth ETF worth $269K as of Q4 2024.
Private Portfolio Partners bought 37 iShares S&P Mid-Cap 400 Growth ETF shares in Q4 2024, an estimated $3.48K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.05% of Private Portfolio Partners's portfolio in Q4 2024, its #250 holding.
Private Portfolio Partners first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2021 and has held it in 9 quarters since.
Private Portfolio Partners's iShares S&P Mid-Cap 400 Growth ETF position peaked at $272K in Q1 2024.
899 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.