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

GeoWealth 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	-86	Closed	-$7.87K	–	985
2025 Q2	$7.87K	Sell	86 -3	-3%	-$257	﹤0.01%	1129
2025 Q1	$7.44K	Hold	89	–	–	﹤0.01%	1003
2024 Q4	$8.11K	Buy	+89	New	+$8.38K	﹤0.01%	1507
2024 Q2	–	Sell	-6,443	Closed	-$588K	–	904
2024 Q1	$588K	Buy	+6,443	New	+$537K	0.02%	399
2023 Q4	–	Sell	-3,456	Closed	-$250K	–	699
2023 Q3	$250K	Buy	+3,456	New	+$261K	0.03%	258

Other funds holding IJK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

GeoWealth Management's IJK Position: Q3 2025 in Review

GeoWealth Management sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2025, closing a stake of 86 shares — an estimated $7.87K sold.

GeoWealth Management first reported a position in IJK in Q3 2023 and held it in 5 quarters. The position peaked at $588K in Q1 2024. 883 funds tracked by Wall St. Rank hold IJK as of Q3 2025.

GeoWealth Management reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q3 2025 after selling out during the quarter.
GeoWealth Management sold 86 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2025, an estimated $7.87K.
GeoWealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2023 and held it in 5 quarters.
GeoWealth Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $588K in Q1 2024.
883 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.