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

Bogart Wealth LLC’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 Q4	–	Sell	-208	Closed	-$20K	–	1632
2025 Q3	$20K	Hold	208	–	–	﹤0.01%	663
2025 Q2	$18.9K	Hold	208	–	–	﹤0.01%	639
2025 Q1	$17.3K	Hold	208	–	–	﹤0.01%	619
2024 Q4	$18.9K	Hold	208	–	–	﹤0.01%	598
2024 Q3	$19.1K	Hold	208	–	–	﹤0.01%	566
2024 Q2	$18.3K	Hold	208	–	–	﹤0.01%	550
2024 Q1	$19K	Hold	208	–	–	﹤0.01%	524
2023 Q4	$16.5K	Hold	208	–	–	﹤0.01%	537
2023 Q3	$15K	Hold	208	–	–	﹤0.01%	521
2023 Q2	$15.6K	Hold	208	–	–	﹤0.01%	508
2023 Q1	$14.9K	Hold	208	–	–	﹤0.01%	520
2022 Q4	$14.2K	Hold	208	–	–	﹤0.01%	487
2022 Q3	$13K	Hold	208	–	–	﹤0.01%	498
2022 Q2	$13K	Sell	208 -80	-28%	-$5.62K	﹤0.01%	494
2022 Q1	$22K	Sell	288 -11	-4%	-$850	﹤0.01%	371
2021 Q4	$25K	Hold	299	–	–	﹤0.01%	340
2021 Q3	$24K	Sell	299 -115	-28%	-$9.34K	﹤0.01%	333
2021 Q2	$34K	Buy	414 +207	+100%	+$16.6K	﹤0.01%	278
2021 Q1	$16K	Buy	+207	New	+$15.9K	﹤0.01%	353
2019 Q1	–	Sell	-148	Closed	-$7K	–	359
2018 Q4	$7K	Buy	+148	New	+$7.75K	﹤0.01%	259

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Bogart Wealth LLC's IJK Position: Q4 2025 in Review

Bogart Wealth LLC sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q4 2025, closing a stake of 208 shares — an estimated $20K sold.

Bogart Wealth LLC first reported a position in IJK in Q4 2018 and held it in 20 quarters. The position peaked at $34K in Q2 2021. 920 funds tracked by Wall St. Rank hold IJK as of Q4 2025.

Bogart Wealth LLC reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q4 2025 after selling out during the quarter.
Bogart Wealth LLC sold 208 iShares S&P Mid-Cap 400 Growth ETF shares in Q4 2025, an estimated $20K.
Bogart Wealth LLC first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2018 and held it in 20 quarters.
Bogart Wealth LLC's iShares S&P Mid-Cap 400 Growth ETF position peaked at $34K in Q2 2021.
920 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2025.

Based on Bogart Wealth LLC's 13F filing for Q4 2025, filed 30 Jan 2026.