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

FSA 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 Q3	$91.1K	Hold	950	–	–	0.03%	102
2025 Q2	$86.4K	Hold	950	–	–	0.03%	99
2025 Q1	$79.1K	Hold	950	–	–	0.03%	106
2024 Q4	$86.4K	Hold	950	–	–	0.04%	100
2024 Q3	$87.3K	Buy	+950	New	+$85K	0.03%	104
2024 Q1	$86.7K	Hold	950	–	–	0.04%	93
2023 Q4	$75K	Buy	+950	New	+$69.7K	0.04%	97
2021 Q1	–	Sell	-1,600	Closed	-$116K	–	136
2020 Q4	$116K	Buy	+1,600	New	+$107K	0.06%	79
2020 Q3	–	Sell	-1,600	Closed	-$90K	–	193
2020 Q2	$90K	Hold	1,600	–	–	0.06%	84
2020 Q1	$71K	Hold	1,600	–	–	0.06%	88
2019 Q4	$95K	Buy	+1,600	New	+$91.7K	0.07%	92

Other funds holding IJK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FSA Wealth Management's IJK Position: Q3 2025 in Review

FSA Wealth Management held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q3 2025 at 950 shares worth $91.1K. The position accounts for 0.03% of the portfolio, ranked #102.

FSA Wealth Management first reported a position in IJK in Q4 2019 and has held it in 11 quarters since. The position peaked at $116K in Q4 2020. 881 funds tracked by Wall St. Rank hold IJK as of Q3 2025.

FSA Wealth Management held 950 shares of iShares S&P Mid-Cap 400 Growth ETF worth $91.1K as of Q3 2025.
FSA Wealth Management left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q3 2025.
iShares S&P Mid-Cap 400 Growth ETF made up 0.03% of FSA Wealth Management's portfolio in Q3 2025, its #102 holding.
FSA Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2019 and has held it in 11 quarters since.
FSA Wealth Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $116K in Q4 2020.
881 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.