Thrive Capital Management (Pennsylvania)’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Thrive Capital Management (Pennsylvania)’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 Q4	–	Sell	-5,455	Closed	-$501K	–	132
2024 Q3	$501K	Sell	5,455 -156	-3%	-$13.9K	0.24%	123
2024 Q2	$494K	Buy	+5,611	New	+$496K	0.23%	126
2024 Q1	–	Sell	-21,808	Closed	-$1.73M	–	161
2023 Q4	$1.73M	Sell	21,808 -2,237	-9%	-$164K	0.92%	37
2023 Q3	$1.74M	Buy	24,045 +4,261	+22%	+$321K	0.96%	35
2023 Q2	$1.48M	Sell	19,784 -926	-4%	-$66.1K	0.85%	38
2023 Q1	$1.46M	Sell	20,710 -646	-3%	-$46.1K	0.92%	33
2022 Q4	$1.46M	Sell	21,356 -1,835	-8%	-$126K	0.95%	32
2022 Q3	$1.46M	Sell	23,191 -1,111	-5%	-$76.7K	0.99%	30
2022 Q2	$1.55M	Sell	24,302 -575	-2%	-$40.4K	1.07%	29
2022 Q1	$1.92M	Buy	24,877 +9,246	+59%	+$715K	1.16%	26
2021 Q4	$1.33M	Buy	+15,631	New	+$1.31M	0.87%	29

Other funds holding IJK

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

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

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

Thrive Capital Management (Pennsylvania)'s IJK Position: Q4 2024 in Review

Thrive Capital Management (Pennsylvania) sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q4 2024, closing a stake of 5,455 shares — an estimated $501K sold.

Thrive Capital Management (Pennsylvania) first reported a position in IJK in Q4 2021 and held it in 11 quarters. The position peaked at $1.92M in Q1 2022. 899 funds tracked by Wall St. Rank hold IJK as of Q4 2024.

Thrive Capital Management (Pennsylvania) reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q4 2024 after selling out during the quarter.
Thrive Capital Management (Pennsylvania) sold 5,455 iShares S&P Mid-Cap 400 Growth ETF shares in Q4 2024, an estimated $501K.
Thrive Capital Management (Pennsylvania) first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2021 and held it in 11 quarters.
Thrive Capital Management (Pennsylvania)'s iShares S&P Mid-Cap 400 Growth ETF position peaked at $1.92M in Q1 2022.
899 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2024.

Based on Thrive Capital Management (Pennsylvania)'s 13F filing for Q4 2024, filed 13 Feb 2025.