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

Waypoint Capital 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
Q3 		$366K Hold
3,984
– – 0.08% 97
2024
Q2 		$351K Hold
3,984
– – 0.09% 99
2024
Q1 		$364K Hold
3,984
– – 0.1% 95
2023
Q4 		$316K Hold
3,984
– – 0.09% 99
2023
Q3 		$288K Buy
+3,984
New +$300K 0.1% 101

Other funds holding IJK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Waypoint Capital Advisors's IJK Position: Q3 2024 in Review

Waypoint Capital Advisors held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q3 2024 at 3,984 shares worth $366K. The position accounts for 0.08% of the portfolio, ranked #97.

Waypoint Capital Advisors first reported a position in IJK in Q3 2023 and has held it in 5 quarters since. 877 funds tracked by Wall St. Rank hold IJK as of Q3 2024.

  • Waypoint Capital Advisors held 3,984 shares of iShares S&P Mid-Cap 400 Growth ETF worth $366K as of Q3 2024.
  • Waypoint Capital Advisors left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q3 2024.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.08% of Waypoint Capital Advisors's portfolio in Q3 2024, its #97 holding.
  • Waypoint Capital Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2023 and has held it in 5 quarters since.
  • 877 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2024.

Based on Waypoint Capital Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.