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Financial Freedom LLC’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Financial Freedom LLC’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
-368
Closed -$30.6K – 358
2025
Q1 		$30.6K Hold
368
– – 0.02% 196
2024
Q4 		$33.5K Hold
368
– – 0.02% 183
2024
Q3 		$33.8K Hold
368
– – 0.02% 182
2024
Q2 		$32.4K Buy
+368
New +$32.5K 0.02% 187

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

Financial Freedom LLC's IJK Position: Q2 2025 in Review

Financial Freedom LLC sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2025, closing a stake of 368 shares — an estimated $30.6K sold.

Financial Freedom LLC first reported a position in IJK in Q2 2024 and held it in 4 quarters. The position peaked at $33.8K in Q3 2024. 867 funds tracked by Wall St. Rank hold IJK as of Q2 2025.

  • Financial Freedom LLC reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Financial Freedom LLC sold 368 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2025, an estimated $30.6K.
  • Financial Freedom LLC first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2024 and held it in 4 quarters.
  • Financial Freedom LLC's iShares S&P Mid-Cap 400 Growth ETF position peaked at $33.8K 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 Financial Freedom LLC's 13F filing for Q2 2025, filed 13 Aug 2025.