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

Tradition Wealth Management’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	–	Sell	-911	Closed	-$87K	–	780
2023 Q4	$87K	Buy	911 +1	+0.1%	+$73	0.01%	508
2023 Q3	$78K	Buy	910 +2	+0.2%	+$151	0.01%	503
2023 Q2	$81K	Sell	908 -63	-6%	-$4.5K	0.01%	502
2023 Q1	$84K	Buy	971 +63	+7%	+$4.5K	0.01%	491
2022 Q4	$75K	Buy	908 +1	+0.1%	+$69	0.01%	437
2022 Q3	$68K	Hold	907	–	–	0.01%	441
2022 Q2	$70K	Buy	907 +410	+82%	+$28.8K	0.01%	409
2022 Q1	$38K	Hold	497	–	–	﹤0.01%	576
2021 Q4	$42K	Hold	497	–	–	0.01%	571
2021 Q3	$39K	Hold	497	–	–	0.01%	571
2021 Q2	$40K	Hold	497	–	–	0.01%	588
2021 Q1	$39K	Buy	497 +57	+13%	+$4.39K	0.01%	484
2020 Q4	$32K	Buy	+440	New	+$29.3K	0.01%	494

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 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

Tradition Wealth Management's IJK Position: Q1 2024 in Review

Tradition Wealth Management sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2024, closing a stake of 911 shares — an estimated $87K sold.

Tradition Wealth Management first reported a position in IJK in Q4 2020 and held it in 13 quarters. The position peaked at $87K in Q4 2023. 835 funds tracked by Wall St. Rank hold IJK as of Q1 2024.

Tradition Wealth Management reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 911 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2024, an estimated $87K.
Tradition Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $87K in Q4 2023.
835 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.