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

Strategic Wealth Partners Group’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 		$2.58M Buy
28,269
+23,721
+522% +$1.98M 0.28% 39
2023
Q4 		$360K Hold
4,548
– – 0.05% 59
2023
Q3 		$330K Hold
4,548
– – 0.05% 52
2023
Q2 		$341K Hold
4,548
– – 0.05% 52
2023
Q1 		$319K Hold
4,548
– – 0.05% 50
2022
Q4 		$310K Buy
4,548
+318
+8% +$21.9K 0.07% 44
2022
Q3 		$267K Hold
4,230
– – 0.06% 48
2022
Q2 		$270K Buy
4,230
+471
+13% +$33.1K 0.06% 49
2022
Q1 		$290K Hold
3,759
– – 0.06% 51
2021
Q4 		$320K Sell
3,759
-3
-0.1% -$252 0.06% 56
2021
Q3 		$298K Buy
+3,762
New +$305K 0.06% 57
2021
Q1 		$409K Sell
5,216
-92
-2% -$7.09K 0.08% 44
2020
Q4 		$383K Hold
5,308
– – 0.08% 44
2020
Q3 		$317K Sell
5,308
-40
-0.7% -$2.38K 0.08% 50
2020
Q2 		$300K Sell
5,348
-484
-8% -$25.1K 0.08% 50
2020
Q1 		$260K Sell
5,832
-740
-11% -$40.7K 0.08% 49
2019
Q4 		$391K Buy
6,572
+660
+11% +$37.8K 0.09% 44
2019
Q3 		$331K Hold
5,912
– – 0.09% 28
2019
Q2 		$334K Buy
5,912
+632
+12% +$35K 0.1% 28
2019
Q1 		$289K Sell
5,280
-240
-4% -$12.7K 0.09% 28
2018
Q4 		$264K Buy
5,520
+5,400
+4,500% +$283K 0.1% 23
2018
Q3 		$6.99K Hold
120
– – 0.15% 20
2018
Q2 		$6.74K Hold
120
– – 0.13% 37
2018
Q1 		$6.56K Buy
+120
New +$6.63K 0.51% 30

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
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
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

Strategic Wealth Partners Group's IJK Position: Q1 2024 in Review

Strategic Wealth Partners Group increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 522% in Q1 2024, buying an estimated $1.98M and bringing the position to 28,269 shares worth $2.58M. The position accounts for 0.28% of the portfolio, ranked #39.

Strategic Wealth Partners Group first reported a position in IJK in Q1 2018 and has held it in 24 quarters since. 835 funds tracked by Wall St. Rank hold IJK as of Q1 2024.

  • Strategic Wealth Partners Group held 28,269 shares of iShares S&P Mid-Cap 400 Growth ETF worth $2.58M as of Q1 2024.
  • Strategic Wealth Partners Group bought 23,721 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2024, an estimated $1.98M.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.28% of Strategic Wealth Partners Group's portfolio in Q1 2024, its #39 holding.
  • Strategic Wealth Partners Group first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2018 and has held it in 24 quarters since.
  • 835 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2024.

Based on Strategic Wealth Partners Group's 13F filing for Q1 2024, filed 30 Apr 2024.