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

HHM 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	-62	Closed	-$5.64K	–	984
2024 Q4	$5.64K	Hold	62	–	–	﹤0.01%	669
2024 Q3	$5.7K	Sell	62 -61	-50%	-$5.46K	﹤0.01%	636
2024 Q2	$10.8K	Hold	123	–	–	﹤0.01%	533
2024 Q1	$11.2K	Sell	123 -61	-33%	-$5.09K	﹤0.01%	501
2023 Q4	$14.6K	Hold	184	–	–	﹤0.01%	454
2023 Q3	$13.3K	Hold	184	–	–	﹤0.01%	459
2023 Q2	$13.8K	Hold	184	–	–	﹤0.01%	471
2023 Q1	$13.2K	Hold	184	–	–	﹤0.01%	476
2022 Q4	$12.6K	Sell	184 -91	-33%	-$6.25K	﹤0.01%	425
2022 Q3	$17K	Sell	275 -216	-44%	-$14.9K	﹤0.01%	367
2022 Q2	$31K	Buy	491 +91	+23%	+$6.39K	0.01%	347
2022 Q1	$31K	Sell	400 -216	-35%	-$16.7K	0.01%	375
2021 Q4	$53K	Hold	616	–	–	0.01%	300
2021 Q3	$49K	Hold	616	–	–	0.01%	302
2021 Q2	$50K	Hold	616	–	–	0.01%	298
2021 Q1	$48K	Hold	616	–	–	0.01%	281
2020 Q4	$44K	Hold	616	–	–	0.02%	274
2020 Q3	$37K	Hold	616	–	–	0.01%	252
2020 Q2	$34K	Hold	616	–	–	0.01%	261
2020 Q1	$27K	Buy	+616	New	+$33.9K	0.01%	269

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

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

HHM Wealth Advisors sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2025, closing a stake of 62 shares — an estimated $5.64K sold.

HHM Wealth Advisors first reported a position in IJK in Q1 2020 and held it in 20 quarters. The position peaked at $53K in Q4 2021. 852 funds tracked by Wall St. Rank hold IJK as of Q1 2025.

HHM Wealth Advisors reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2025 after selling out during the quarter.
HHM Wealth Advisors sold 62 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2025, an estimated $5.64K.
HHM Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2020 and held it in 20 quarters.
HHM Wealth Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $53K in Q4 2021.
852 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2025.

Based on HHM Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.