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

SVB 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 Q2	–	Sell	-6,225	Closed	-$568K	–	781
2024 Q1	$568K	Sell	6,225 -1,186	-16%	-$98.9K	0.01%	450
2023 Q4	$587K	Buy	+7,411	New	+$544K	0.01%	442
2023 Q1	–	Sell	-4,599	Closed	-$314K	–	1049
2022 Q4	$314K	Sell	4,599 -290	-6%	-$19.9K	﹤0.01%	731
2022 Q3	$308K	Buy	+4,889	New	+$338K	﹤0.01%	683
2021 Q2	–	Sell	-4,780	Closed	-$375K	–	1005
2021 Q1	$375K	Buy	4,780 +4	+0.1%	+$308	0.01%	602
2020 Q4	$345K	Sell	4,776 -324	-6%	-$21.6K	0.01%	576
2020 Q3	$305K	Buy	+5,100	New	+$303K	0.01%	516
2020 Q1	–	Sell	-2,028	Closed	-$121K	–	640
2019 Q4	$121K	Buy	+2,028	New	+$116K	﹤0.01%	592

Other funds holding IJK

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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 Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SVB Wealth's IJK Position: Q2 2024 in Review

SVB Wealth sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2024, closing a stake of 6,225 shares — an estimated $568K sold.

SVB Wealth first reported a position in IJK in Q4 2019 and held it in 8 quarters. The position peaked at $587K in Q4 2023. 858 funds tracked by Wall St. Rank hold IJK as of Q2 2024.

SVB Wealth reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2024 after selling out during the quarter.
SVB Wealth sold 6,225 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2024, an estimated $568K.
SVB Wealth first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2019 and held it in 8 quarters.
SVB Wealth's iShares S&P Mid-Cap 400 Growth ETF position peaked at $587K in Q4 2023.
858 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2024.

Based on SVB Wealth's 13F filing for Q2 2024, filed 6 Aug 2024.