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

SpiderRock 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 		$256K Buy
2,783
+311
+13% +$27.8K ﹤0.01% 760
2024
Q2 		$218K Hold
2,472
– – ﹤0.01% 731
2024
Q1 		$217K Buy
+2,472
New +$206K 0.01% 682

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

SpiderRock Advisors's IJK Position: Q3 2024 in Review

SpiderRock Advisors increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 13% in Q3 2024, buying an estimated $27.8K and bringing the position to 2,783 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #760.

SpiderRock Advisors first reported a position in IJK in Q1 2024 and has held it in 3 quarters since. 878 funds tracked by Wall St. Rank hold IJK as of Q3 2024.

  • SpiderRock Advisors held 2,783 shares of iShares S&P Mid-Cap 400 Growth ETF worth $256K as of Q3 2024.
  • SpiderRock Advisors bought 311 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2024, an estimated $27.8K.
  • iShares S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of SpiderRock Advisors's portfolio in Q3 2024, its #760 holding.
  • SpiderRock Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2024 and has held it in 3 quarters since.
  • 878 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.