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

IMS Capital 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	$231K	Hold	2,408	–	–	0.11%	139
2025 Q2	$219K	Hold	2,408	–	–	0.1%	144
2025 Q1	$201K	Hold	2,408	–	–	0.1%	134
2024 Q4	$219K	Hold	2,408	–	–	0.1%	131
2024 Q3	$221K	Hold	2,408	–	–	0.1%	139
2024 Q2	$215K	Hold	2,408	–	–	0.1%	135
2024 Q1	$220K	Buy	+2,408	New	+$201K	0.1%	136
2022 Q1	–	Sell	-2,408	Closed	-$205K	–	146
2021 Q4	$205K	Buy	+2,408	New	+$202K	0.11%	135

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

IMS Capital Management's IJK Position: Q3 2025 in Review

IMS Capital Management held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q3 2025 at 2,408 shares worth $231K. The position accounts for 0.11% of the portfolio, ranked #139.

IMS Capital Management first reported a position in IJK in Q4 2021 and has held it in 8 quarters since. 882 funds tracked by Wall St. Rank hold IJK as of Q3 2025.

IMS Capital Management held 2,408 shares of iShares S&P Mid-Cap 400 Growth ETF worth $231K as of Q3 2025.
IMS Capital 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 0.11% of IMS Capital Management's portfolio in Q3 2025, its #139 holding.
IMS Capital Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2021 and has held it in 8 quarters since.
882 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2025.

Based on IMS Capital Management's 13F filing for Q3 2025, filed 17 Nov 2025.