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

Aaron Wealth 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
2025 Q1	–	Sell	-4,143	Closed	-$377K	–	472
2024 Q4	$377K	Sell	4,143 -656	-14%	-$61.8K	0.04%	267
2024 Q3	$441K	Hold	4,799	–	–	0.05%	219
2024 Q2	$423K	Hold	4,799	–	–	0.06%	183
2024 Q1	$438K	Hold	4,799	–	–	0.06%	169
2023 Q4	$380K	Hold	4,799	–	–	0.06%	160
2023 Q3	$347K	Hold	4,799	–	–	0.04%	180
2023 Q2	$360K	Hold	4,799	–	–	0.05%	190
2023 Q1	$343K	Buy	4,799 +483	+11%	+$34.5K	0.05%	192
2022 Q4	$295K	Sell	4,316 -1,196	-22%	-$82.2K	0.04%	196
2022 Q3	$347K	Hold	5,512	–	–	0.06%	151
2022 Q2	$351K	Sell	5,512 -12,105	-69%	-$850K	0.09%	135
2022 Q1	$228K	Buy	+17,617	New	+$1.36M	﹤0.01%	749

Other funds holding IJK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Aaron Wealth Advisors's IJK Position: Q1 2025 in Review

Aaron Wealth Advisors sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2025, closing a stake of 4,143 shares — an estimated $377K sold.

Aaron Wealth Advisors first reported a position in IJK in Q1 2022 and held it in 12 quarters. The position peaked at $441K in Q3 2024. 852 funds tracked by Wall St. Rank hold IJK as of Q1 2025.

Aaron Wealth Advisors reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2025 after selling out during the quarter.
Aaron Wealth Advisors sold 4,143 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2025, an estimated $377K.
Aaron Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2022 and held it in 12 quarters.
Aaron Wealth Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $441K in Q3 2024.
852 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2025.

Based on Aaron Wealth Advisors's 13F filing for Q1 2025, filed 28 Apr 2025.