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

Brass Tax 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	$459K	Buy	4,791 +11	+0.2%	+$1.04K	0.08%	130
2025 Q2	$435K	Hold	4,780	–	–	0.08%	124
2025 Q1	$398K	Hold	4,780	–	–	0.08%	119
2024 Q4	$435K	Hold	4,780	–	–	0.09%	107
2024 Q3	$439K	Hold	4,780	–	–	0.09%	101
2024 Q2	$421K	Hold	4,780	–	–	0.18%	68
2024 Q1	$436K	Buy	+4,780	New	+$399K	0.23%	55

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

Brass Tax Wealth Management's IJK Position: Q3 2025 in Review

Brass Tax Wealth Management increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.23% in Q3 2025, buying an estimated $1.04K and bringing the position to 4,791 shares worth $459K. The position accounts for 0.08% of the portfolio, ranked #130.

Brass Tax Wealth Management first reported a position in IJK in Q1 2024 and has held it in 7 quarters since. 882 funds tracked by Wall St. Rank hold IJK as of Q3 2025.

Brass Tax Wealth Management held 4,791 shares of iShares S&P Mid-Cap 400 Growth ETF worth $459K as of Q3 2025.
Brass Tax Wealth Management bought 11 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2025, an estimated $1.04K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.08% of Brass Tax Wealth Management's portfolio in Q3 2025, its #130 holding.
Brass Tax Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2024 and has held it in 7 quarters since.
882 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.