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

Simplicity Wealth’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
-5,634
Closed -$496K – 822
2024
Q2 		$496K Hold
5,634
– – 0.01% 765
2024
Q1 		$514K Buy
+5,634
New +$470K 0.01% 726

Other funds holding IJK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Simplicity Wealth's IJK Position: Q3 2024 in Review

Simplicity Wealth sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2024, closing a stake of 5,634 shares — an estimated $496K sold.

Simplicity Wealth first reported a position in IJK in Q1 2024 and held it in 2 quarters. The position peaked at $514K in Q1 2024. 877 funds tracked by Wall St. Rank hold IJK as of Q3 2024.

  • Simplicity Wealth reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 5,634 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2024, an estimated $496K.
  • Simplicity Wealth first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's iShares S&P Mid-Cap 400 Growth ETF position peaked at $514K in Q1 2024.
  • 877 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.