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

Abich Financial Wealth 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
2025
Q3 		$135K Buy
+1,411
New +$133K 0.05% 173
2024
Q3 		– Sell
-1,411
Closed -$124K – 623
2024
Q2 		$124K Hold
1,411
– – 0.08% 82
2024
Q1 		$129K Buy
+1,411
New +$118K 0.1% 63

Other funds holding IJK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Abich Financial Wealth Management's IJK Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2025: 1,411 shares worth $135K. The stake represents 0.05% of the portfolio and ranks #173 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in IJK as recently as Q2 2024.

Abich Financial Wealth Management first reported a position in IJK in Q1 2024 and has held it in 3 quarters since. 882 funds tracked by Wall St. Rank hold IJK as of Q3 2025.

  • Abich Financial Wealth Management held 1,411 shares of iShares S&P Mid-Cap 400 Growth ETF worth $135K as of Q3 2025.
  • iShares S&P Mid-Cap 400 Growth ETF was a new Abich Financial Wealth Management position in Q3 2025.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.05% of Abich Financial Wealth Management's portfolio in Q3 2025, its #173 holding.
  • Abich Financial Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2024 and has held it in 3 quarters since.
  • 882 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.