Eagle Strategies’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Eagle Strategies’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 Q1	–	Sell	-52,779	Closed	-$4.8M	–	219
2024 Q4	$4.8M	Buy	52,779 +4,935	+10%	+$465K	0.83%	36
2024 Q3	$4.4M	Buy	+47,844	New	+$4.28M	0.79%	39

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

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 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 $173B AUM 20.72% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

Eagle Strategies's IJK Position: Q1 2025 in Review

Eagle Strategies sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2025, closing a stake of 52,779 shares — an estimated $4.8M sold.

Eagle Strategies first reported a position in IJK in Q3 2024 and held it in 2 quarters. The position peaked at $4.8M in Q4 2024. 852 funds tracked by Wall St. Rank hold IJK as of Q1 2025.

Eagle Strategies reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2025 after selling out during the quarter.
Eagle Strategies sold 52,779 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2025, an estimated $4.8M.
Eagle Strategies first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2024 and held it in 2 quarters.
Eagle Strategies's iShares S&P Mid-Cap 400 Growth ETF position peaked at $4.8M in Q4 2024.
852 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2025.

Based on Eagle Strategies's 13F filing for Q1 2025, filed 23 Apr 2025.