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Financial Advocates Investment Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Financial Advocates Investment 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 		– Sell
-17,832
Closed -$1.62M – 315
2025
Q2 		$1.62M Sell
17,832
-7,706
-30% -$660K 0.13% 155
2025
Q1 		$2.13M Sell
25,538
-9,027
-26% -$813K 0.15% 155
2024
Q4 		$3.35M Sell
34,565
-767
-2% -$72.2K 0.19% 119
2024
Q3 		$3.14M Buy
35,332
+2,062
+6% +$184K 0.18% 121
2024
Q2 		$2.93M Sell
33,270
-4,706
-12% -$416K 0.18% 123
2024
Q1 		$3.46M Sell
37,976
-1,690
-4% -$141K 0.2% 115
2023
Q4 		$3.19M Buy
39,666
+15,811
+66% +$1.16M 0.21% 118
2023
Q3 		$1.72M Buy
23,855
+410
+2% +$30.9K 0.12% 183
2023
Q2 		$1.76M Sell
23,445
-15,476
-40% -$1.1M 0.13% 182
2023
Q1 		$2.78M Buy
38,921
+3,260
+9% +$233K 0.2% 121
2022
Q4 		$2.44M Buy
35,661
+16,384
+85% +$1.13M 0.18% 143
2022
Q3 		$1.22M Sell
19,277
-3,639
-16% -$251K 0.1% 216
2022
Q2 		$1.46M Buy
22,916
+8,835
+63% +$621K 0.12% 206
2022
Q1 		$1.09M Buy
14,081
+932
+7% +$72K 0.07% 284
2021
Q4 		$1.11M Buy
13,149
+152
+1% +$12.7K 0.07% 302
2021
Q3 		$1.04M Buy
12,997
+411
+3% +$33.4K 0.07% 304
2021
Q2 		$1.02M Sell
12,586
-614
-5% -$49.3K 0.07% 314
2021
Q1 		$1.03M Sell
13,200
-787
-6% -$60.6K 0.07% 312
2020
Q4 		$1.01M Buy
13,987
+471
+3% +$31.4K 0.07% 303
2020
Q3 		$808K Sell
13,516
-1,132
-8% -$67.4K 0.07% 286
2020
Q2 		$820K Buy
14,648
+540
+4% +$28K 0.08% 272
2020
Q1 		$629K Buy
14,108
+40
+0.3% +$2.2K 0.09% 237
2019
Q4 		$837K Buy
14,068
+7,440
+112% +$426K 0.09% 233
2019
Q3 		$371K Buy
6,628
+528
+9% +$29.7K 0.04% 343
2019
Q2 		$345K Sell
6,100
-904
-13% -$50.1K 0.04% 352
2019
Q1 		$384K Buy
7,004
+1,236
+21% +$65.2K 0.05% 317
2018
Q4 		$276K Sell
5,768
-268
-4% -$14K 0.04% 352
2018
Q3 		$352K Hold
6,036
– – 0.04% 348
2018
Q2 		$340K Buy
6,036
+808
+15% +$45.2K 0.04% 343
2018
Q1 		$285K Sell
5,228
-1,688
-24% -$93.3K 0.04% 378
2017
Q4 		$373K Buy
+6,916
New +$365K 0.05% 311

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 $202B AUM 37.79% 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 $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Advocates Investment Management's IJK Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2025, closing a stake of 17,832 shares — an estimated $1.62M sold.

Financial Advocates Investment Management first reported a position in IJK in Q4 2017 and held it in 31 quarters. The position peaked at $3.46M in Q1 2024. 882 funds tracked by Wall St. Rank hold IJK as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 17,832 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2025, an estimated $1.62M.
  • Financial Advocates Investment Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2017 and held it in 31 quarters.
  • Financial Advocates Investment Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $3.46M in Q1 2024.
  • 882 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.