Country Club Bank’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Country Club Bank’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	$1.15M	Buy	11,997 +75	+0.6%	+$7.07K	0.07%	202
2025 Q2	$1.08M	Hold	11,922	–	–	0.07%	201
2025 Q1	$992K	Sell	11,922 -150	-1%	-$13.5K	0.07%	203
2024 Q4	$1.1M	Hold	12,072	–	–	0.07%	190
2024 Q3	$1.11M	Sell	12,072 -891	-7%	-$79.7K	0.07%	195
2024 Q2	$1.14M	Buy	12,963 +146	+1%	+$12.9K	0.08%	184
2024 Q1	$1.17M	Hold	12,817	–	–	0.08%	188
2023 Q4	$1.02M	Hold	12,817	–	–	0.08%	190
2023 Q3	$931K	Sell	12,817 -15	-0.1%	-$1.13K	0.08%	190
2023 Q2	$955K	Sell	12,832 -6,507	-34%	-$465K	0.08%	186
2023 Q1	$1.36M	Hold	19,339	–	–	0.11%	147
2022 Q4	$1.32M	Sell	19,339 -250	-1%	-$17.2K	0.12%	149
2022 Q3	$1.24M	Hold	19,589	–	–	0.12%	146
2022 Q2	$1.26M	Buy	+19,589	New	+$1.38M	0.12%	145

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 $202B AUM 37.79% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Country Club Bank's IJK Position: Q3 2025 in Review

Country Club Bank increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.63% in Q3 2025, buying an estimated $7.07K and bringing the position to 11,997 shares worth $1.15M. The position accounts for 0.07% of the portfolio, ranked #202.

Country Club Bank first reported a position in IJK in Q2 2022 and has held it in 14 quarters since. The position peaked at $1.36M in Q1 2023. 882 funds tracked by Wall St. Rank hold IJK as of Q3 2025.

Country Club Bank held 11,997 shares of iShares S&P Mid-Cap 400 Growth ETF worth $1.15M as of Q3 2025.
Country Club Bank bought 75 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2025, an estimated $7.07K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.07% of Country Club Bank's portfolio in Q3 2025, its #202 holding.
Country Club Bank first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2022 and has held it in 14 quarters since.
Country Club Bank's iShares S&P Mid-Cap 400 Growth ETF position peaked at $1.36M in Q1 2023.
882 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2025.

Based on Country Club Bank's 13F filing for Q3 2025, filed 8 Oct 2025.