B&D White Capital Company’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

B&D White Capital Company’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	-43,736	Closed	-$3.64M	–	82
2025 Q1	$3.64M	Buy	43,736 +40,500	+1,252%	+$3.65M	0.54%	32
2024 Q4	$294K	Sell	3,236 -10,852	-77%	-$1.02M	0.05%	56
2024 Q3	$1.3M	Buy	+14,088	New	+$1.26M	0.22%	41
2022 Q2	–	Sell	-7,397	Closed	-$571K	–	57
2022 Q1	$571K	Hold	7,397	–	–	0.18%	43
2021 Q4	$630K	Buy	7,397 +1,755	+31%	+$147K	0.21%	40
2021 Q3	$446K	Buy	+5,642	New	+$458K	0.17%	60
2021 Q1	–	Sell	-440	Closed	-$31K	–	62
2020 Q4	$31K	Buy	+440	New	+$29.3K	0.02%	57

Other funds holding IJK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

B&D White Capital Company's IJK Position: Q2 2025 in Review

B&D White Capital Company sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2025, closing a stake of 43,736 shares — an estimated $3.64M sold.

B&D White Capital Company first reported a position in IJK in Q4 2020 and held it in 7 quarters. The position peaked at $3.64M in Q1 2025. 867 funds tracked by Wall St. Rank hold IJK as of Q2 2025.

B&D White Capital Company reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2025 after selling out during the quarter.
B&D White Capital Company sold 43,736 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2025, an estimated $3.64M.
B&D White Capital Company first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2020 and held it in 7 quarters.
B&D White Capital Company's iShares S&P Mid-Cap 400 Growth ETF position peaked at $3.64M in Q1 2025.
867 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2025.

Based on B&D White Capital Company's 13F filing for Q2 2025, filed 13 Aug 2025.