Segall Bryant & Hamill’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Segall Bryant & Hamill’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
2023 Q2	–	Sell	-16,048	Closed	-$1.15M	–	717
2023 Q1	$1.15M	Sell	16,048 -2,423	-13%	-$173K	0.01%	474
2022 Q4	$1.26M	Sell	18,471 -475	-3%	-$32.6K	0.01%	462
2022 Q3	$1.2M	Buy	18,946 +481	+3%	+$33.2K	0.01%	477
2022 Q2	$1.18M	Hold	18,465	–	–	0.01%	479
2022 Q1	$1.43M	Buy	+18,465	New	+$1.43M	0.01%	481
2021 Q4	–	Sell	-20,505	Closed	-$1.62M	–	658
2021 Q3	$1.62M	Hold	20,505	–	–	0.02%	481
2021 Q2	$1.66M	Hold	20,505	–	–	0.02%	472
2021 Q1	$1.61M	Buy	20,505 +281	+1%	+$21.6K	0.02%	496
2020 Q4	$1.46M	Hold	20,224	–	–	0.02%	447
2020 Q3	$1.21M	Hold	20,224	–	–	0.02%	444
2020 Q2	$1.13M	Hold	20,224	–	–	0.02%	413
2020 Q1	$902K	Hold	20,224	–	–	0.02%	470
2019 Q4	$1.2M	Hold	20,224	–	–	0.02%	487
2019 Q3	$1.13M	Hold	20,224	–	–	0.02%	500
2019 Q2	$1.15M	Hold	20,224	–	–	0.02%	502
2019 Q1	$1.11M	Hold	20,224	–	–	0.02%	516
2018 Q4	$967K	Buy	20,224 +928	+5%	+$48.6K	0.02%	523
2018 Q3	$1.12M	Hold	19,296	–	–	0.02%	524
2018 Q2	$1.08M	Buy	19,296 +12,040	+166%	+$673K	0.02%	525
2018 Q1	$396K	Buy	+7,256	New	+$401K	0.01%	470

Other funds holding IJK

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Segall Bryant & Hamill's IJK Position: Q2 2023 in Review

Segall Bryant & Hamill sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2023, closing a stake of 16,048 shares — an estimated $1.15M sold.

Segall Bryant & Hamill first reported a position in IJK in Q1 2018 and held it in 20 quarters. The position peaked at $1.66M in Q2 2021. 728 funds tracked by Wall St. Rank hold IJK as of Q2 2023.

Segall Bryant & Hamill reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2023 after selling out during the quarter.
Segall Bryant & Hamill sold 16,048 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2023, an estimated $1.15M.
Segall Bryant & Hamill first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2018 and held it in 20 quarters.
Segall Bryant & Hamill's iShares S&P Mid-Cap 400 Growth ETF position peaked at $1.66M in Q2 2021.
728 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2023.

Based on Segall Bryant & Hamill's 13F filing for Q2 2023, filed 14 Aug 2023.