Woodmont Investment Counsel’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Woodmont Investment Counsel’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	-962	Closed	-$87.8K	–	294
2024 Q1	$87.8K	Buy	+962	New	+$80.2K	0.01%	276
2016 Q4	–	Sell	-500	Closed	-$22K	–	395
2016 Q3	$22K	Buy	+500	New	+$21.9K	0.01%	357
2016 Q2	–	Sell	-500	Closed	-$20K	–	317
2016 Q1	$20K	Hold	500	–	–	0.01%	343
2015 Q4	$20K	Hold	500	–	–	0.01%	356
2015 Q3	$20K	Hold	500	–	–	0.01%	347
2015 Q2	$21K	Buy	+500	New	+$21.4K	0.01%	349

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 $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Woodmont Investment Counsel's IJK Position: Q2 2024 in Review

Woodmont Investment Counsel sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2024, closing a stake of 962 shares — an estimated $87.8K sold.

Woodmont Investment Counsel first reported a position in IJK in Q2 2015 and held it in 6 quarters. The position peaked at $87.8K in Q1 2024. 859 funds tracked by Wall St. Rank hold IJK as of Q2 2024.

Woodmont Investment Counsel reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2024 after selling out during the quarter.
Woodmont Investment Counsel sold 962 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2024, an estimated $87.8K.
Woodmont Investment Counsel first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2015 and held it in 6 quarters.
Woodmont Investment Counsel's iShares S&P Mid-Cap 400 Growth ETF position peaked at $87.8K 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 Woodmont Investment Counsel's 13F filing for Q2 2024, filed 18 Jul 2024.