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

Hemington 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 		$20K Hold
211
– – ﹤0.01% 631
2025
Q2 		$19K Hold
211
– – ﹤0.01% 639
2025
Q1 		$17K Hold
211
– – ﹤0.01% 626
2024
Q4 		$19K Buy
+211
New +$19.9K ﹤0.01% 569

Other funds holding IJK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Hemington Wealth Management held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q3 2025 at 211 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #631.

Hemington Wealth Management first reported a position in IJK in Q4 2024 and has held it in 4 quarters since. 882 funds tracked by Wall St. Rank hold IJK as of Q3 2025.

  • Hemington Wealth Management held 211 shares of iShares S&P Mid-Cap 400 Growth ETF worth $20K as of Q3 2025.
  • Hemington 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 ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #631 holding.
  • Hemington Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2024 and has held it in 4 quarters since.
  • 882 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.