Simplex Trading’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Simplex Trading’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 Q1	–	Sell	-2,085	Closed	-$165K	–	9301
2023 Q4	$165K	Buy	+2,085	New	+$153K	﹤0.01%	4854
2022 Q1	–	Sell	-84	Closed	-$7K	–	10851
2021 Q4	$7K	Buy	+84	New	+$7.04K	﹤0.01%	9308
2021 Q1	–	Sell	-2,416	Closed	-$174K	–	9340
2020 Q4	$174K	Buy	+2,416	New	+$161K	﹤0.01%	4800
2019 Q2	–	Sell	-48	Closed	-$2K	–	7412
2019 Q1	$2K	Sell	48 -3,984	-99%	-$210K	﹤0.01%	6785
2018 Q4	$192K	Buy	4,032 +2,792	+225%	+$146K	﹤0.01%	3202
2018 Q3	$72K	Buy	+1,240	New	+$72K	﹤0.01%	4778
2017 Q4	–	Sell	-1,164	Closed	-$58K	–	6285
2017 Q3	$58K	Buy	+1,164	New	+$57.4K	﹤0.01%	2168
2016 Q3	–	Sell	-580	Closed	-$24K	–	6086
2016 Q2	$24K	Buy	+580	New	+$24K	﹤0.01%	2731
2016 Q1	–	Sell	-2,492	Closed	-$100K	–	5878
2015 Q4	$100K	Buy	+2,492	New	+$102K	0.01%	1363
2015 Q2	–	Sell	-104	Closed	-$4K	–	5467
2015 Q1	$4K	Buy	+104	New	+$4.3K	﹤0.01%	3673

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Simplex Trading's IJK Position: Q1 2024 in Review

Simplex Trading sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2024, closing a stake of 2,085 shares — an estimated $165K sold.

Simplex Trading first reported a position in IJK in Q1 2015 and held it in 10 quarters. The position peaked at $192K in Q4 2018. 835 funds tracked by Wall St. Rank hold IJK as of Q1 2024.

Simplex Trading reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2024 after selling out during the quarter.
Simplex Trading sold 2,085 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2024, an estimated $165K.
Simplex Trading first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2015 and held it in 10 quarters.
Simplex Trading's iShares S&P Mid-Cap 400 Growth ETF position peaked at $192K in Q4 2018.
835 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2024.

Based on Simplex Trading's 13F filing for Q1 2024, filed 25 Apr 2024.