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 $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CarsonAllaria Wealth Management's IJK Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2025, closing a stake of 111 shares — an estimated $10.2K sold.

CarsonAllaria Wealth Management first reported a position in IJK in Q3 2023 and held it in 8 quarters. The position peaked at $10.2K in Q3 2024. 883 funds tracked by Wall St. Rank hold IJK as of Q3 2025.

CarsonAllaria Wealth Management reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q3 2025 after selling out during the quarter.
CarsonAllaria Wealth Management sold 111 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2025, an estimated $10.2K.
CarsonAllaria Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2023 and held it in 8 quarters.
CarsonAllaria Wealth Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $10.2K in Q3 2024.
883 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.