Your Advocates Ltd’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Your Advocates Ltd’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	-8	Closed	-$634	–	240
2023 Q4	$634	Hold	8	–	–	﹤0.01%	205
2023 Q3	$578	Hold	8	–	–	﹤0.01%	235
2023 Q2	$600	Hold	8	–	–	﹤0.01%	244
2023 Q1	$572	Sell	8 -20	-71%	-$1.43K	﹤0.01%	216
2022 Q4	$1.91K	Hold	28	–	–	﹤0.01%	160
2022 Q3	$2K	Sell	28 -180	-87%	-$12.4K	﹤0.01%	150
2022 Q2	$13K	Hold	208	–	–	0.01%	80
2022 Q1	$16K	Hold	208	–	–	0.01%	84
2021 Q4	$18K	Hold	208	–	–	0.01%	68
2021 Q3	$16K	Buy	+208	New	+$16.9K	0.01%	71

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

Your Advocates Ltd's IJK Position: Q1 2024 in Review

Your Advocates Ltd sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2024, closing a stake of 8 shares — an estimated $634 sold.

Your Advocates Ltd first reported a position in IJK in Q3 2021 and held it in 10 quarters. The position peaked at $18K in Q4 2021. 835 funds tracked by Wall St. Rank hold IJK as of Q1 2024.

Your Advocates Ltd reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2024 after selling out during the quarter.
Your Advocates Ltd sold 8 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2024, an estimated $634.
Your Advocates Ltd first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2021 and held it in 10 quarters.
Your Advocates Ltd's iShares S&P Mid-Cap 400 Growth ETF position peaked at $18K in Q4 2021.
835 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2024.

Based on Your Advocates Ltd's 13F filing for Q1 2024, filed 1 May 2024.