CAWM
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Capital A Wealth Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Capital A 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
Q2 		– Sell
-23
Closed -$1.92K – 630
2025
Q1 		$1.92K Buy
+23
New +$2.07K ﹤0.01% 470

Other funds holding IJK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Capital A Wealth Management's IJK Position: Q2 2025 in Review

Capital A Wealth Management sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2025, closing a stake of 23 shares — an estimated $1.92K sold.

Capital A Wealth Management first reported a position in IJK in Q1 2025 and held it in 1 quarter. The position peaked at $1.92K in Q1 2025. 867 funds tracked by Wall St. Rank hold IJK as of Q2 2025.

  • Capital A Wealth Management reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 23 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2025, an estimated $1.92K.
  • Capital A Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2025 and held it in 1 quarter.
  • Capital A Wealth Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $1.92K 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 Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.