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

Bristlecone 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	-198	Closed	-$18K	–	264
2025 Q2	$18K	Hold	198	–	–	﹤0.01%	275
2025 Q1	$16.5K	Hold	198	–	–	﹤0.01%	340
2024 Q4	$18K	Hold	198	–	–	﹤0.01%	336
2024 Q3	$18.2K	Buy	+198	New	+$17.7K	﹤0.01%	342
2023 Q2	–	Sell	-198	Closed	-$14.2K	–	304
2023 Q1	$14.2K	Buy	+198	New	+$14.1K	﹤0.01%	324

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

Bristlecone Advisors's IJK Position: Q3 2025 in Review

Bristlecone Advisors sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2025, closing a stake of 198 shares — an estimated $18K sold.

Bristlecone Advisors first reported a position in IJK in Q1 2023 and held it in 5 quarters. The position peaked at $18.2K in Q3 2024. 881 funds tracked by Wall St. Rank hold IJK as of Q3 2025.

Bristlecone Advisors reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q3 2025 after selling out during the quarter.
Bristlecone Advisors sold 198 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2025, an estimated $18K.
Bristlecone Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2023 and held it in 5 quarters.
Bristlecone Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $18.2K in Q3 2024.
881 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.