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Summit Financial Strategies’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Summit Financial Strategies’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
2023
Q4 		– Sell
-2,873
Closed -$208K – 146
2023
Q3 		$208K Sell
2,873
-214
-7% -$16.1K 0.04% 120
2023
Q2 		$232K Buy
+3,087
New +$220K 0.04% 110

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
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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Summit Financial Strategies's IJK Position: Q4 2023 in Review

Summit Financial Strategies sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q4 2023, closing a stake of 2,873 shares — an estimated $208K sold.

Summit Financial Strategies first reported a position in IJK in Q2 2023 and held it in 2 quarters. The position peaked at $232K in Q2 2023. 800 funds tracked by Wall St. Rank hold IJK as of Q4 2023.

  • Summit Financial Strategies reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Summit Financial Strategies sold 2,873 iShares S&P Mid-Cap 400 Growth ETF shares in Q4 2023, an estimated $208K.
  • Summit Financial Strategies first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2023 and held it in 2 quarters.
  • Summit Financial Strategies's iShares S&P Mid-Cap 400 Growth ETF position peaked at $232K in Q2 2023.
  • 800 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2023.

Based on Summit Financial Strategies's 13F filing for Q4 2023, filed 13 Feb 2024.