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

Carolinas Wealth Consulting’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	-4,732	Closed	-$394K	–	449
2025 Q1	$394K	Hold	4,732	–	–	0.08%	117
2024 Q4	$430K	Hold	4,732	–	–	0.08%	117
2024 Q3	$435K	Sell	4,732 -108	-2%	-$9.66K	0.08%	125
2024 Q2	$426K	Buy	4,840 +1,650	+52%	+$146K	0.08%	117
2024 Q1	$291K	Buy	3,190 +3,120	+4,457%	+$260K	0.06%	137
2023 Q4	$5.54K	Buy	+70	New	+$5.14K	﹤0.01%	607
2023 Q3	–	Sell	-1	Closed	-$75	–	1063
2023 Q2	$75	Buy	+1	New	+$71	﹤0.01%	1050
2021 Q3	–	Sell	-12	Closed	-$1K	–	958
2021 Q2	$1K	Hold	12	–	–	﹤0.01%	883
2021 Q1	$1K	Hold	12	–	–	﹤0.01%	881
2020 Q4	$1K	Buy	+12	New	+$800	﹤0.01%	807

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

Carolinas Wealth Consulting's IJK Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2025, closing a stake of 4,732 shares — an estimated $394K sold.

Carolinas Wealth Consulting first reported a position in IJK in Q4 2020 and held it in 10 quarters. The position peaked at $435K in Q3 2024. 867 funds tracked by Wall St. Rank hold IJK as of Q2 2025.

Carolinas Wealth Consulting reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 4,732 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2025, an estimated $394K.
Carolinas Wealth Consulting first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2020 and held it in 10 quarters.
Carolinas Wealth Consulting's iShares S&P Mid-Cap 400 Growth ETF position peaked at $435K in Q3 2024.
867 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.