JSW
IJK icon

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

Journey Strategic Wealth’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 		– Sell
-2,217
Closed -$202K – 741
2025
Q2 		$202K Buy
+2,217
New +$190K 0.01% 620
2025
Q1 		– Sell
-2,217
Closed -$202K – 523
2024
Q4 		$202K Hold
2,217
– – 0.01% 471
2024
Q3 		$204K Buy
+2,217
New +$198K 0.01% 470

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

Journey Strategic Wealth's IJK Position: Q3 2025 in Review

Journey Strategic Wealth sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2025, closing a stake of 2,217 shares — an estimated $202K sold.

Journey Strategic Wealth first reported a position in IJK in Q3 2024 and held it in 3 quarters. The position peaked at $204K in Q3 2024. 882 funds tracked by Wall St. Rank hold IJK as of Q3 2025.

  • Journey Strategic Wealth reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Journey Strategic Wealth sold 2,217 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2025, an estimated $202K.
  • Journey Strategic Wealth first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2024 and held it in 3 quarters.
  • Journey Strategic Wealth's iShares S&P Mid-Cap 400 Growth ETF position peaked at $204K in Q3 2024.
  • 882 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2025.

Based on Journey Strategic Wealth's 13F filing for Q3 2025, filed 12 Nov 2025.