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

Tactive 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
Q1 		$237K Buy
+2,594
New +$216K 0.13% 116
2023
Q3 		– Sell
-15,012
Closed -$1.13M – 78
2023
Q2 		$1.13M Buy
+15,012
New +$1.07M 0.86% 24

Other funds holding IJK

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Tactive Advisors's IJK Position: Q1 2024 in Review

Tactive Advisors opened a new position in iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2024: 2,594 shares worth $237K. The stake represents 0.13% of the portfolio and ranks #116 among its holdings. This is a return to the name: Tactive Advisors previously reported a position in IJK as recently as Q2 2023.

Tactive Advisors first reported a position in IJK in Q2 2023 and has held it in 2 quarters since. The position peaked at $1.13M in Q2 2023. 836 funds tracked by Wall St. Rank hold IJK as of Q1 2024.

  • Tactive Advisors held 2,594 shares of iShares S&P Mid-Cap 400 Growth ETF worth $237K as of Q1 2024.
  • iShares S&P Mid-Cap 400 Growth ETF was a new Tactive Advisors position in Q1 2024.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.13% of Tactive Advisors's portfolio in Q1 2024, its #116 holding.
  • Tactive Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2023 and has held it in 2 quarters since.
  • Tactive Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $1.13M in Q2 2023.
  • 836 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2024.

Based on Tactive Advisors's 13F filing for Q1 2024, filed 4 Jun 2024.