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Alpha Cubed Investments’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Alpha Cubed Investments’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 		– Sell
-3,054
Closed -$278K – 304
2025
Q2 		$278K Buy
+3,054
New +$262K 0.01% 240

Other funds holding IJK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Alpha Cubed Investments's IJK Position: Q3 2025 in Review

Alpha Cubed Investments sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2025, closing a stake of 3,054 shares — an estimated $278K sold.

Alpha Cubed Investments first reported a position in IJK in Q2 2025 and held it in 1 quarter. The position peaked at $278K in Q2 2025. 882 funds tracked by Wall St. Rank hold IJK as of Q3 2025.

  • Alpha Cubed Investments reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Alpha Cubed Investments sold 3,054 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2025, an estimated $278K.
  • Alpha Cubed Investments first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2025 and held it in 1 quarter.
  • Alpha Cubed Investments's iShares S&P Mid-Cap 400 Growth ETF position peaked at $278K in Q2 2025.
  • 882 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2025.

Based on Alpha Cubed Investments's 13F filing for Q3 2025, filed 3 Nov 2025.