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

GGM Wealth 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	-2,210	Closed	-$201K	–	142
2024 Q4	$201K	Buy	+2,210	New	+$208K	0.11%	134
2022 Q4	–	Sell	-6,510	Closed	-$442K	–	140
2022 Q3	$442K	Hold	6,510	–	–	0.24%	76
2022 Q2	$419K	Sell	6,510 -410	-6%	-$28.8K	0.23%	80
2022 Q1	$532K	Hold	6,920	–	–	0.27%	74
2021 Q4	$568K	Hold	6,920	–	–	0.45%	46
2021 Q3	$584K	Hold	6,920	–	–	0.46%	44
2021 Q2	$543K	Hold	6,920	–	–	0.46%	43
2021 Q1	$563K	Hold	6,920	–	–	0.45%	43
2020 Q4	$527K	Buy	+6,920	New	+$461K	0.52%	34

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

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

GGM Wealth Advisors's IJK Position: Q1 2025 in Review

GGM Wealth Advisors sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2025, closing a stake of 2,210 shares — an estimated $201K sold.

GGM Wealth Advisors first reported a position in IJK in Q4 2020 and held it in 9 quarters. The position peaked at $584K in Q3 2021. 853 funds tracked by Wall St. Rank hold IJK as of Q1 2025.

GGM Wealth Advisors reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2025 after selling out during the quarter.
GGM Wealth Advisors sold 2,210 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2025, an estimated $201K.
GGM Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2020 and held it in 9 quarters.
GGM Wealth Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $584K in Q3 2021.
853 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2025.

Based on GGM Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.