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

Creekmur Asset 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	$19.5K	Hold	203	–	–	﹤0.01%	438
2025 Q2	$18.5K	Sell	203 -10	-5%	-$856	﹤0.01%	447
2025 Q1	$17.7K	Hold	213	–	–	﹤0.01%	415
2024 Q4	$19.4K	Hold	213	–	–	﹤0.01%	342
2024 Q3	$19.6K	Sell	213 -85	-29%	-$7.6K	﹤0.01%	346
2024 Q2	$26.3K	Sell	298 -114	-28%	-$10.1K	0.01%	335
2024 Q1	$37.6K	Sell	412 -5	-1%	-$417	0.01%	285
2023 Q4	$33K	Buy	+417	New	+$30.6K	0.01%	354

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

Creekmur Asset Management's IJK Position: Q3 2025 in Review

Creekmur Asset Management held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q3 2025 at 203 shares worth $19.5K. The position accounts for ﹤0.01% of the portfolio, ranked #438.

Creekmur Asset Management first reported a position in IJK in Q4 2023 and has held it in 8 quarters since. The position peaked at $37.6K in Q1 2024. 883 funds tracked by Wall St. Rank hold IJK as of Q3 2025.

Creekmur Asset Management held 203 shares of iShares S&P Mid-Cap 400 Growth ETF worth $19.5K as of Q3 2025.
Creekmur Asset Management left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q3 2025.
iShares S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #438 holding.
Creekmur Asset Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2023 and has held it in 8 quarters since.
Creekmur Asset Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $37.6K in Q1 2024.
883 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.