Global Retirement Partners’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $3.68M | Sell |
37,970
-290
| -0.8% | -$27.9K | 0.07% | 274 |
|
|
2025
Q3 | $3.67M | Sell |
38,260
-551
| -1% | -$51.9K | 0.08% | 217 |
|
|
2025
Q2 | $3.53M | Buy |
+38,811
| New | +$3.32M | 0.09% | 205 |
|
|
2024
Q4 | $3.75M | Sell |
41,212
-29,136
| -41% | -$2.74M | 0.11% | 189 |
|
|
2024
Q3 | $6.47M | Buy |
70,348
+12,327
| +21% | +$1.1M | 0.2% | 100 |
|
|
2024
Q2 | $5.11M | Buy |
58,021
+17,147
| +42% | +$1.52M | 0.16% | 129 |
|
|
2024
Q1 | $3.73M | Buy |
40,874
+7,385
| +22% | +$616K | 0.14% | 157 |
|
|
2023
Q4 | $2.61M | Buy |
33,489
+16,673
| +99% | +$1.22M | 0.11% | 184 |
|
|
2023
Q3 | $1.19M | Sell |
16,816
-12,932
| -43% | -$975K | 0.06% | 278 |
|
|
2023
Q2 | $2.23M | Buy |
29,748
+13,888
| +88% | +$992K | 0.11% | 179 |
|
|
2023
Q1 | $1.12M | Buy |
15,860
+11,779
| +289% | +$841K | 0.06% | 287 |
|
|
2022
Q4 | $279K | Sell |
4,081
-684
| -14% | -$47K | 0.02% | 509 |
|
|
2022
Q3 | $329K | Buy |
4,765
+863
| +22% | +$59.6K | 0.02% | 438 |
|
|
2022
Q2 | $249K | Buy |
3,902
+8
| +0.2% | +$562 | 0.02% | 506 |
|
|
2022
Q1 | $259K | Buy |
+3,894
| New | +$301K | 0.02% | 498 |
|
|
2021
Q4 | – | Sell |
-2,206
| Closed | -$175K | – | 976 |
|
|
2021
Q3 | $175K | Buy |
2,206
+70
| +3% | +$5.68K | 0.02% | 499 |
|
|
2021
Q2 | $173K | Sell |
2,136
-277
| -11% | -$22.2K | 0.02% | 493 |
|
|
2021
Q1 | $189K | Sell |
2,413
-2,629
| -52% | -$203K | 0.02% | 421 |
|
|
2020
Q4 | $364K | Sell |
5,042
-1,326
| -21% | -$88.4K | 0.05% | 288 |
|
|
2020
Q3 | $381K | Sell |
6,368
-244
| -4% | -$14.5K | 0.06% | 265 |
|
|
2020
Q2 | $370K | Sell |
6,612
-5,328
| -45% | -$277K | 0.06% | 260 |
|
|
2020
Q1 | $533K | Sell |
11,940
-7,532
| -39% | -$414K | 0.1% | 185 |
|
|
2019
Q4 | $1.16M | Sell |
19,472
-2,660
| -12% | -$152K | 0.18% | 123 |
|
|
2019
Q3 | $1.24M | Buy |
22,132
+16,444
| +289% | +$925K | 0.2% | 116 |
|
|
2019
Q2 | $322K | Buy |
5,688
+2,784
| +96% | +$154K | 0.06% | 253 |
|
|
2019
Q1 | $159K | Sell |
2,904
-108
| -4% | -$5.7K | 0.04% | 332 |
|
|
2018
Q4 | $144K | Sell |
3,012
-1,628
| -35% | -$85.2K | 0.04% | 327 |
|
|
2018
Q3 | $270K | Buy |
4,640
+280
| +6% | +$16.3K | 0.06% | 255 |
|
|
2018
Q2 | $245K | Buy |
4,360
+1,032
| +31% | +$57.7K | 0.06% | 255 |
|
|
2018
Q1 | $182K | Hold |
3,328
| – | – | 0.05% | 290 |
|
|
2017
Q4 | $180K | Buy |
3,328
+32
| +1% | +$1.69K | 0.05% | 269 |
|
|
2017
Q3 | $167K | Hold |
3,296
| – | – | 0.07% | 248 |
|
|
2017
Q2 | $162K | Buy |
3,296
+1,784
| +118% | +$86.7K | 0.08% | 234 |
|
|
2017
Q1 | $72K | Hold |
1,512
| – | – | 0.04% | 330 |
|
|
2016
Q4 | $69K | Buy |
+1,512
| New | +$66.6K | 0.05% | 303 |
|
Other funds holding IJK
Global Retirement Partners's IJK Position: Q4 2025 in Review
Global Retirement Partners reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.76% in Q4 2025, selling an estimated $27.9K and leaving 37,970 shares worth $3.68M. The position accounts for 0.07% of the portfolio, ranked #274.
Global Retirement Partners first reported a position in IJK in Q4 2016 and has held it in 35 quarters since. The position peaked at $6.47M in Q3 2024. 918 funds tracked by Wall St. Rank hold IJK as of Q4 2025.
- Global Retirement Partners held 37,970 shares of iShares S&P Mid-Cap 400 Growth ETF worth $3.68M as of Q4 2025.
- Global Retirement Partners sold 290 iShares S&P Mid-Cap 400 Growth ETF shares in Q4 2025, an estimated $27.9K.
- iShares S&P Mid-Cap 400 Growth ETF made up 0.07% of Global Retirement Partners's portfolio in Q4 2025, its #274 holding.
- Global Retirement Partners first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2016 and has held it in 35 quarters since.
- Global Retirement Partners's iShares S&P Mid-Cap 400 Growth ETF position peaked at $6.47M in Q3 2024.
- 918 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2025.
Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.