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

Atria Wealth Solutions’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
Q2 		– Sell
-65,597
Closed -$5.46M – 1687
2025
Q1 		$5.46M Sell
65,597
-14,000
-18% -$1.26M 0.07% 313
2024
Q4 		$7.24M Sell
79,597
-26,296
-25% -$2.48M 0.08% 257
2024
Q3 		$9.73M Sell
105,893
-3,738
-3% -$334K 0.11% 198
2024
Q2 		$9.66M Buy
109,631
+43,907
+67% +$3.88M 0.11% 194
2024
Q1 		$6M Buy
65,724
+2,461
+4% +$205K 0.07% 294
2023
Q4 		$5.01M Buy
63,263
+126
+0.2% +$9.24K 0.06% 308
2023
Q3 		$4.58M Buy
63,137
+1,159
+2% +$87.4K 0.06% 312
2023
Q2 		$4.65M Buy
61,978
+4,016
+7% +$287K 0.06% 306
2023
Q1 		$4.14M Buy
57,962
+1,429
+3% +$102K 0.06% 311
2022
Q4 		$3.86M Buy
56,533
+5,691
+11% +$391K 0.06% 311
2022
Q3 		$3.2M Buy
50,842
+31,114
+158% +$2.15M 0.06% 333
2022
Q2 		$1.26M Sell
19,728
-14,306
-42% -$1M 0.02% 604
2022
Q1 		$2.63M Buy
+34,034
New +$2.63M 0.04% 403

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

Atria Wealth Solutions's IJK Position: Q2 2025 in Review

Atria Wealth Solutions sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2025, closing a stake of 65,597 shares — an estimated $5.46M sold.

Atria Wealth Solutions first reported a position in IJK in Q1 2022 and held it in 13 quarters. The position peaked at $9.73M in Q3 2024. 868 funds tracked by Wall St. Rank hold IJK as of Q2 2025.

  • Atria Wealth Solutions reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 65,597 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2025, an estimated $5.46M.
  • Atria Wealth Solutions first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2022 and held it in 13 quarters.
  • Atria Wealth Solutions's iShares S&P Mid-Cap 400 Growth ETF position peaked at $9.73M in Q3 2024.
  • 868 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.