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

BlueChip Wealth Advisors’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	-3,351	Closed	-$305K	–	175
2025 Q2	$305K	Hold	3,351	–	–	0.14%	128
2025 Q1	$279K	Hold	3,351	–	–	0.14%	124
2024 Q4	$305K	Hold	3,351	–	–	0.17%	101
2024 Q3	$308K	Hold	3,351	–	–	0.16%	115
2024 Q2	$295K	Hold	3,351	–	–	0.17%	103
2024 Q1	$306K	Hold	3,351	–	–	0.2%	94
2023 Q4	$265K	Buy	+3,351	New	+$246K	0.19%	99

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

BlueChip Wealth Advisors's IJK Position: Q3 2025 in Review

BlueChip Wealth Advisors sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2025, closing a stake of 3,351 shares — an estimated $305K sold.

BlueChip Wealth Advisors first reported a position in IJK in Q4 2023 and held it in 7 quarters. The position peaked at $308K in Q3 2024. 882 funds tracked by Wall St. Rank hold IJK as of Q3 2025.

BlueChip Wealth Advisors reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q3 2025 after selling out during the quarter.
BlueChip Wealth Advisors sold 3,351 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2025, an estimated $305K.
BlueChip Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2023 and held it in 7 quarters.
BlueChip Wealth Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $308K 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 BlueChip Wealth Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.