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

StoneCrest Wealth Management’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
Q2 		– Sell
-4,579
Closed -$418K – 57
2024
Q1 		$418K Sell
4,579
-20
-0.4% -$1.67K 0.36% 43
2023
Q4 		$364K Buy
+4,599
New +$337K 0.35% 44

Other funds holding IJK

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

StoneCrest Wealth Management's IJK Position: Q2 2024 in Review

StoneCrest Wealth Management sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2024, closing a stake of 4,579 shares — an estimated $418K sold.

StoneCrest Wealth Management first reported a position in IJK in Q4 2023 and held it in 2 quarters. The position peaked at $418K in Q1 2024. 858 funds tracked by Wall St. Rank hold IJK as of Q2 2024.

  • StoneCrest Wealth Management reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2024 after selling out during the quarter.
  • StoneCrest Wealth Management sold 4,579 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2024, an estimated $418K.
  • StoneCrest Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2023 and held it in 2 quarters.
  • StoneCrest Wealth Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $418K in Q1 2024.
  • 858 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2024.

Based on StoneCrest Wealth Management's 13F filing for Q2 2024, filed 15 Jul 2024.