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

Fragasso Financial 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
Q1 		– Sell
-2,237
Closed -$203K – 271
2024
Q4 		$203K Sell
2,237
-442
-16% -$41.6K 0.02% 254
2024
Q3 		$246K Sell
2,679
-298
-10% -$26.6K 0.02% 234
2024
Q2 		$262K Sell
2,977
-269
-8% -$23.8K 0.02% 224
2024
Q1 		$296K Sell
3,246
-72
-2% -$6.01K 0.03% 208
2023
Q4 		$263K Sell
3,318
-44
-1% -$3.23K 0.02% 215
2023
Q3 		$243K Sell
3,362
-238
-7% -$17.9K 0.03% 206
2023
Q2 		$270K Sell
3,600
-27
-0.7% -$1.93K 0.03% 202
2023
Q1 		$259K Sell
3,627
-924
-20% -$66K 0.03% 189
2022
Q4 		$311K Sell
4,551
-39
-0.8% -$2.68K 0.04% 167
2022
Q3 		$289K Buy
4,590
+484
+12% +$33.4K 0.04% 145
2022
Q2 		$262K Sell
4,106
-164
-4% -$11.5K 0.04% 157
2022
Q1 		$330K Buy
4,270
+1,823
+74% +$141K 0.04% 140
2021
Q4 		$209K Buy
+2,447
New +$205K 0.02% 172

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
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fragasso Financial Advisors's IJK Position: Q1 2025 in Review

Fragasso Financial Advisors sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2025, closing a stake of 2,237 shares — an estimated $203K sold.

Fragasso Financial Advisors first reported a position in IJK in Q4 2021 and held it in 13 quarters. The position peaked at $330K in Q1 2022. 852 funds tracked by Wall St. Rank hold IJK as of Q1 2025.

  • Fragasso Financial Advisors reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Fragasso Financial Advisors sold 2,237 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2025, an estimated $203K.
  • Fragasso Financial Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2021 and held it in 13 quarters.
  • Fragasso Financial Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $330K in Q1 2022.
  • 852 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2025.

Based on Fragasso Financial Advisors's 13F filing for Q1 2025, filed 9 Apr 2025.