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

Atticus 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	–	Sell	-188	Closed	-$17.1K	–	399
2025 Q2	$17.1K	Hold	188	–	–	﹤0.01%	430
2025 Q1	$15.7K	Hold	188	–	–	0.01%	346
2024 Q4	$17.1K	Hold	188	–	–	0.01%	342
2024 Q3	$17.3K	Hold	188	–	–	0.01%	344
2024 Q2	$16.6K	Hold	188	–	–	0.01%	335
2024 Q1	$17.2K	Hold	188	–	–	0.01%	341
2023 Q4	$14.9K	Hold	188	–	–	0.01%	360
2023 Q3	$13.6K	Hold	188	–	–	0.01%	374
2023 Q2	$14.1K	Hold	188	–	–	0.01%	370
2023 Q1	$13.4K	Hold	188	–	–	0.01%	359
2022 Q4	$12.8K	Buy	+188	New	+$12.9K	0.01%	368
2022 Q3	–	Sell	-188	Closed	-$12K	–	586
2022 Q2	$12K	Hold	188	–	–	0.01%	394
2022 Q1	$15K	Hold	188	–	–	0.01%	366
2021 Q4	$16K	Hold	188	–	–	0.01%	324
2021 Q3	$15K	Hold	188	–	–	0.01%	330
2021 Q2	$15K	Hold	188	–	–	0.01%	308
2021 Q1	$15K	Hold	188	–	–	0.01%	287
2020 Q4	$14K	Hold	188	–	–	0.01%	278
2020 Q3	$11K	Hold	188	–	–	0.01%	252
2020 Q2	$11K	Hold	188	–	–	0.01%	243
2020 Q1	$8K	Hold	188	–	–	0.01%	240
2019 Q4	$11K	Buy	+188	New	+$10.8K	0.01%	246

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 22.96% 1-Year Est. Return

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

Atticus Wealth Management's IJK Position: Q3 2025 in Review

Atticus Wealth Management sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2025, closing a stake of 188 shares — an estimated $17.1K sold.

Atticus Wealth Management first reported a position in IJK in Q4 2019 and held it in 22 quarters. The position peaked at $17.3K in Q3 2024. 882 funds tracked by Wall St. Rank hold IJK as of Q3 2025.

Atticus Wealth Management reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q3 2025 after selling out during the quarter.
Atticus Wealth Management sold 188 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2025, an estimated $17.1K.
Atticus Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2019 and held it in 22 quarters.
Atticus Wealth Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $17.3K in Q3 2024.
882 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.