Realta Investment Advisors’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Realta Investment 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	–	Sell	-12	Closed	-$1.06K	–	541
2024 Q2	$1.06K	Hold	12	–	–	﹤0.01%	774
2024 Q1	$1.09K	Buy	+12	New	+$1K	﹤0.01%	793
2023 Q4	–	Sell	-12	Closed	-$900	–	594
2023 Q3	$900	Hold	12	–	–	﹤0.01%	776
2023 Q2	$900	Buy	+12	New	+$857	﹤0.01%	826
2023 Q1	–	Sell	-477	Closed	-$32.6K	–	605
2022 Q4	$32.6K	Buy	477 +25	+6%	+$1.72K	0.01%	592
2022 Q3	$28K	Buy	+452	New	+$31.2K	0.01%	593
2020 Q1	–	Sell	-1,260	Closed	-$74K	–	818
2019 Q4	$74K	Sell	1,260 -96	-7%	-$5.5K	0.02%	574
2019 Q3	$75K	Buy	1,356 +204	+18%	+$11.5K	0.02%	564
2019 Q2	$65K	Buy	1,152 +520	+82%	+$28.8K	0.02%	615
2019 Q1	$35K	Buy	+632	New	+$33.4K	0.02%	638

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

Realta Investment Advisors's IJK Position: Q3 2024 in Review

Realta Investment Advisors sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2024, closing a stake of 12 shares — an estimated $1.06K sold.

Realta Investment Advisors first reported a position in IJK in Q1 2019 and held it in 10 quarters. The position peaked at $75K in Q3 2019. 877 funds tracked by Wall St. Rank hold IJK as of Q3 2024.

Realta Investment Advisors reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q3 2024 after selling out during the quarter.
Realta Investment Advisors sold 12 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2024, an estimated $1.06K.
Realta Investment Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2019 and held it in 10 quarters.
Realta Investment Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $75K in Q3 2019.
877 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.