Annex Advisory Services’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Annex Advisory Services’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	-3,416	Closed	-$311K	–	327
2025 Q2	$311K	Sell	3,416 -140	-4%	-$12K	0.01%	250
2025 Q1	$296K	Hold	3,556	–	–	0.01%	248
2024 Q4	$323K	Hold	3,556	–	–	0.01%	244
2024 Q3	$327K	Buy	3,556 +688	+24%	+$61.5K	0.01%	224
2024 Q2	$253K	Buy	2,868 +82	+3%	+$7.25K	0.01%	243
2024 Q1	$254K	Buy	+2,786	New	+$232K	0.01%	245

Other funds holding IJK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Annex Advisory Services's IJK Position: Q3 2025 in Review

Annex Advisory Services sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2025, closing a stake of 3,416 shares — an estimated $311K sold.

Annex Advisory Services first reported a position in IJK in Q1 2024 and held it in 6 quarters. The position peaked at $327K in Q3 2024. 883 funds tracked by Wall St. Rank hold IJK as of Q3 2025.

Annex Advisory Services reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q3 2025 after selling out during the quarter.
Annex Advisory Services sold 3,416 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2025, an estimated $311K.
Annex Advisory Services first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2024 and held it in 6 quarters.
Annex Advisory Services's iShares S&P Mid-Cap 400 Growth ETF position peaked at $327K in Q3 2024.
883 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2025.

Based on Annex Advisory Services's 13F filing for Q3 2025, filed 17 Oct 2025.