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

TI-Trust’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
-5,854
Closed -$534K – 128
2024
Q1 		$534K Buy
+5,854
New +$488K 0.39% 73
2019
Q4 		$62K Buy
+1,048
New +$60.1K 0.06% 168

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

TI-Trust's IJK Position: Q2 2024 in Review

TI-Trust sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2024, closing a stake of 5,854 shares — an estimated $534K sold.

TI-Trust first reported a position in IJK in Q4 2019 and held it in 2 quarters. The position peaked at $534K in Q1 2024. 859 funds tracked by Wall St. Rank hold IJK as of Q2 2024.

  • TI-Trust reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2024 after selling out during the quarter.
  • TI-Trust sold 5,854 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2024, an estimated $534K.
  • TI-Trust first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2019 and held it in 2 quarters.
  • TI-Trust's iShares S&P Mid-Cap 400 Growth ETF position peaked at $534K in Q1 2024.
  • 859 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2024.

Based on TI-Trust's 13F filing for Q2 2024, filed 26 Jul 2024.