Congress Wealth Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History
Bought
Maintained
Sold
Other funds holding IJK
Congress Wealth Management's IJK Position: Q2 2025 in Review
Congress Wealth Management increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 1.4% in Q2 2025, buying an estimated $8.65K and bringing the position to 7,303 shares worth $665K. The position accounts for 0.01% of the portfolio, ranked #829.
Congress Wealth Management first reported a position in IJK in Q3 2024 and has held it in 4 quarters since. 869 funds tracked by Wall St. Rank hold IJK as of Q2 2025.
- Congress Wealth Management held 7,303 shares of iShares S&P Mid-Cap 400 Growth ETF worth $665K as of Q2 2025.
- Congress Wealth Management bought 101 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2025, an estimated $8.65K.
- iShares S&P Mid-Cap 400 Growth ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #829 holding.
- Congress Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2024 and has held it in 4 quarters since.
- 869 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2025.
Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.