Wilbanks Smith & Thomas Asset Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Wilbanks Smith & Thomas Asset 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	$588K	Hold	6,446	–	–	0.02%	323
2023 Q4	$511K	Sell	6,446 -68	-1%	-$4.99K	0.02%	332
2023 Q3	$471K	Hold	6,514	–	–	0.02%	322
2023 Q2	$489K	Hold	6,514	–	–	0.02%	318
2023 Q1	$466K	Hold	6,514	–	–	0.02%	318
2022 Q4	$445K	Hold	6,514	–	–	0.02%	324
2022 Q3	$411K	Hold	6,514	–	–	0.02%	308
2022 Q2	$415K	Hold	6,514	–	–	0.02%	322
2022 Q1	$473K	Hold	6,514	–	–	0.02%	316
2021 Q4	$555K	Hold	6,514	–	–	0.02%	312
2021 Q3	$516K	Hold	6,514	–	–	0.02%	300
2021 Q2	$527K	Sell	6,514 -613	-9%	-$49.2K	0.02%	299
2021 Q1	$559K	Buy	7,127 +431	+6%	+$33.2K	0.02%	273
2020 Q4	$484K	Sell	6,696 -436	-6%	-$29.1K	0.02%	267
2020 Q3	$426K	Buy	7,132 +3,252	+84%	+$193K	0.02%	268
2020 Q2	$217K	Buy	+3,880	New	+$202K	0.01%	364
2020 Q1	–	Sell	-5,456	Closed	-$325K	–	404
2019 Q4	$325K	Hold	5,456	–	–	0.02%	316
2019 Q3	$305K	Buy	5,456 +1,032	+23%	+$58K	0.02%	315
2019 Q2	$250K	Buy	4,424 +200	+5%	+$11.1K	0.02%	352
2019 Q1	$231K	Buy	+4,224	New	+$223K	0.01%	364
2018 Q4	–	Sell	-4,156	Closed	-$242K	–	807
2018 Q3	$242K	Hold	4,156	–	–	0.01%	350
2018 Q2	$234K	Sell	4,156 -100	-2%	-$5.59K	0.02%	311
2018 Q1	$232K	Sell	4,256 -560	-12%	-$31K	0.02%	309
2017 Q4	$260K	Hold	4,816	–	–	0.02%	287
2017 Q3	$244K	Buy	4,816 +480	+11%	+$23.7K	0.02%	290
2017 Q2	$213K	Hold	4,336	–	–	0.02%	302
2017 Q1	$207K	Buy	+4,336	New	+$205K	0.02%	304
2015 Q2	–	Sell	-5,224	Closed	-$224K	–	311
2015 Q1	$224K	Hold	5,224	–	–	0.02%	275
2014 Q4	$209K	Buy	+5,224	New	+$203K	0.02%	286
2014 Q3	–	Sell	-5,224	Closed	-$205K	–	299
2014 Q2	$205K	Buy	+5,224	New	+$197K	0.02%	271

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 $424B AUM 22.96% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's IJK Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q1 2024 at 6,446 shares worth $588K. The position accounts for 0.02% of the portfolio, ranked #323.

Wilbanks Smith & Thomas Asset Management first reported a position in IJK in Q2 2014 and has held it in 30 quarters since. 836 funds tracked by Wall St. Rank hold IJK as of Q1 2024.

Wilbanks Smith & Thomas Asset Management held 6,446 shares of iShares S&P Mid-Cap 400 Growth ETF worth $588K as of Q1 2024.
Wilbanks Smith & Thomas Asset Management left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q1 2024.
iShares S&P Mid-Cap 400 Growth ETF made up 0.02% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #323 holding.
Wilbanks Smith & Thomas Asset Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2014 and has held it in 30 quarters since.
836 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.