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ERTS Wealth Advisors’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

ERTS Wealth Advisors’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
Q2 		– Sell
-15,952
Closed -$1.33M – 57
2025
Q1 		$1.33M Sell
15,952
-1,309
-8% -$118K 0.26% 25
2024
Q4 		$1.57M Sell
17,261
-254
-1% -$23.9K 0.3% 25
2024
Q3 		$1.61M Hold
17,515
– – 0.3% 25
2024
Q2 		$1.54M Sell
17,515
-14
-0.1% -$1.24K 0.31% 24
2024
Q1 		$1.6M Sell
17,529
-1,676
-9% -$140K 0.33% 22
2023
Q4 		$1.52M Sell
19,205
-811
-4% -$59.5K 0.33% 21
2023
Q3 		$1.45M Sell
20,016
-741
-4% -$55.9K 0.35% 19
2023
Q2 		$1.56M Sell
20,757
-96
-0.5% -$6.85K 0.36% 22
2023
Q1 		$1.49M Sell
20,853
-137
-0.7% -$9.79K 0.36% 22
2022
Q4 		$1.43M Buy
20,990
+3,896
+23% +$268K 0.37% 29
2022
Q3 		$1.08M Buy
17,094
+5,042
+42% +$348K 0.3% 29
2022
Q2 		$768K Buy
12,052
+7,625
+172% +$536K 0.22% 36
2022
Q1 		$342K Buy
+4,427
New +$342K 0.1% 61
2019
Q1 		– Sell
-880
Closed -$42K – 192
2018
Q4 		$42K Buy
+880
New +$46.1K 0.03% 166

Other funds holding IJK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ERTS Wealth Advisors's IJK Position: Q2 2025 in Review

ERTS Wealth Advisors sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2025, closing a stake of 15,952 shares — an estimated $1.33M sold.

ERTS Wealth Advisors first reported a position in IJK in Q4 2018 and held it in 14 quarters. The position peaked at $1.61M in Q3 2024. 867 funds tracked by Wall St. Rank hold IJK as of Q2 2025.

  • ERTS Wealth Advisors reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2025 after selling out during the quarter.
  • ERTS Wealth Advisors sold 15,952 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2025, an estimated $1.33M.
  • ERTS Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2018 and held it in 14 quarters.
  • ERTS Wealth Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $1.61M in Q3 2024.
  • 867 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2025.

Based on ERTS Wealth Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.