Global Financial Private Client’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Global Financial Private Client’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	-10,193	Closed	-$849K	–	861
2025 Q1	$849K	Sell	10,193 -673	-6%	-$60.6K	0.32%	85
2024 Q4	$988K	Buy	10,866 +550	+5%	+$51.8K	0.37%	77
2024 Q3	$948K	Buy	10,316 +6,219	+152%	+$556K	0.37%	77
2024 Q2	$361K	Buy	+4,097	New	+$362K	0.15%	148

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

Global Financial Private Client's IJK Position: Q2 2025 in Review

Global Financial Private Client sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2025, closing a stake of 10,193 shares — an estimated $849K sold.

Global Financial Private Client first reported a position in IJK in Q2 2024 and held it in 4 quarters. The position peaked at $988K in Q4 2024. 867 funds tracked by Wall St. Rank hold IJK as of Q2 2025.

Global Financial Private Client reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 10,193 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2025, an estimated $849K.
Global Financial Private Client first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2024 and held it in 4 quarters.
Global Financial Private Client's iShares S&P Mid-Cap 400 Growth ETF position peaked at $988K in Q4 2024.
867 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.