EWM
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Evolution Wealth Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Evolution Wealth 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
Q4 		– Sell
-100
Closed -$9.59K – 767
2025
Q3 		$9.59K Hold
100
– – 0.01% 375
2025
Q2 		$9.1K Buy
+100
New +$8.56K 0.01% 371

Other funds holding IJK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Evolution Wealth Management's IJK Position: Q4 2025 in Review

Evolution Wealth Management sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q4 2025, closing a stake of 100 shares — an estimated $9.59K sold.

Evolution Wealth Management first reported a position in IJK in Q2 2025 and held it in 2 quarters. The position peaked at $9.59K in Q3 2025. 920 funds tracked by Wall St. Rank hold IJK as of Q4 2025.

  • Evolution Wealth Management reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Evolution Wealth Management sold 100 iShares S&P Mid-Cap 400 Growth ETF shares in Q4 2025, an estimated $9.59K.
  • Evolution Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2025 and held it in 2 quarters.
  • Evolution Wealth Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $9.59K in Q3 2025.
  • 920 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2025.

Based on Evolution Wealth Management's 13F filing for Q4 2025, filed 10 Feb 2026.