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

CarsonAllaria 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	–	Sell	-111	Closed	-$10.2K	–	197
2025 Q2	$10.2K	Hold	111	–	–	0.01%	250
2025 Q1	$9.29K	Hold	111	–	–	0.01%	254
2024 Q4	$10.1K	Hold	111	–	–	0.01%	247
2024 Q3	$10.2K	Buy	111 +1	+0.9%	+$89	0.01%	255
2024 Q2	$9.76K	Hold	110	–	–	0.01%	254
2024 Q1	$10.1K	Hold	110	–	–	0.01%	248
2023 Q4	$8.75K	Buy	110 +1	+0.9%	+$73	0.01%	224
2023 Q3	$7.92K	Buy	+109	New	+$8.22K	0.01%	227

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

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 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

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return