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

Wolff Financial 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 Q2	–	Sell	-2,855	Closed	-$260K	–	57
2024 Q1	$260K	Buy	2,855 +5	+0.2%	+$417	0.08%	88
2023 Q4	$226K	Buy	2,850 +20	+0.7%	+$1.47K	0.07%	91
2023 Q3	$204K	Buy	+2,830	New	+$213K	0.07%	94
2023 Q2	–	Sell	-3,269	Closed	-$234K	–	59
2023 Q1	$234K	Sell	3,269 -786	-19%	-$56.1K	0.08%	90
2022 Q4	$277K	Sell	4,055 -4,661	-53%	-$320K	0.1%	84
2022 Q3	$549K	Sell	8,716 -102	-1%	-$7.04K	0.25%	58
2022 Q2	$562K	Hold	8,818	–	–	0.25%	58
2022 Q1	$681K	Buy	8,818 +10	+0.1%	+$773	0.27%	55
2021 Q4	$751K	Buy	+8,808	New	+$739K	0.28%	53
2021 Q1	$701K	Hold	8,940	–	–	0.32%	52
2020 Q4	$646K	Sell	8,940 -76	-0.8%	-$5.07K	0.34%	48
2020 Q3	$539K	Buy	9,016 +12	+0.1%	+$714	0.32%	52
2020 Q2	$504K	Buy	9,004 +24	+0.3%	+$1.25K	0.32%	55
2020 Q1	$401K	Sell	8,980 -136	-1%	-$7.48K	0.3%	57
2019 Q4	$543K	Sell	9,116 -72	-0.8%	-$4.13K	0.36%	49
2019 Q3	$514K	Sell	9,188 -176	-2%	-$9.9K	0.38%	51
2019 Q2	$530K	Buy	9,364 +8	+0.1%	+$444	0.41%	50
2019 Q1	$513K	Buy	9,356 +16	+0.2%	+$845	0.43%	47
2018 Q4	$447K	Buy	+9,340	New	+$489K	0.43%	47

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

Goldman Sachs New York $871B AUM 31.28% 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

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

Wolff Financial Management's IJK Position: Q2 2024 in Review

Wolff Financial Management sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2024, closing a stake of 2,855 shares — an estimated $260K sold.

Wolff Financial Management first reported a position in IJK in Q4 2018 and held it in 19 quarters. The position peaked at $751K in Q4 2021. 858 funds tracked by Wall St. Rank hold IJK as of Q2 2024.

Wolff Financial Management reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2024 after selling out during the quarter.
Wolff Financial Management sold 2,855 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2024, an estimated $260K.
Wolff Financial Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2018 and held it in 19 quarters.
Wolff Financial Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $751K in Q4 2021.
858 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2024.

Based on Wolff Financial Management's 13F filing for Q2 2024, filed 18 Jul 2024.