Kathleen S. Wright Associates’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Kathleen S. Wright Associates’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	$79.8K	Hold	832	–	–	0.03%	132
2025 Q2	$75.7K	Hold	832	–	–	0.03%	133
2025 Q1	$69.3K	Hold	832	–	–	0.03%	136
2024 Q4	$75.7K	Hold	832	–	–	0.03%	134
2024 Q3	$76.5K	Hold	832	–	–	0.03%	133
2024 Q2	$73.3K	Hold	832	–	–	0.03%	132
2024 Q1	$75.9K	Hold	832	–	–	0.04%	126
2023 Q4	$65.9K	Hold	832	–	–	0.03%	118
2023 Q3	$60.1K	Hold	832	–	–	0.03%	117
2023 Q2	$62.4K	Hold	832	–	–	0.04%	102
2023 Q1	$59.5K	Hold	832	–	–	0.04%	105
2022 Q4	$57K	Sell	832 -800	-49%	-$55K	0.04%	113
2022 Q3	$103K	Buy	1,632 +120	+8%	+$8.28K	0.08%	97
2022 Q2	$96K	Hold	1,512	–	–	0.08%	92
2022 Q1	$117K	Buy	1,512 +680	+82%	+$52.6K	0.09%	92
2021 Q4	$71K	Buy	+832	New	+$69.8K	0.05%	94

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

Kathleen S. Wright Associates's IJK Position: Q3 2025 in Review

Kathleen S. Wright Associates held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q3 2025 at 832 shares worth $79.8K. The position accounts for 0.03% of the portfolio, ranked #132.

Kathleen S. Wright Associates first reported a position in IJK in Q4 2021 and has held it in 16 quarters since. The position peaked at $117K in Q1 2022. 881 funds tracked by Wall St. Rank hold IJK as of Q3 2025.

Kathleen S. Wright Associates held 832 shares of iShares S&P Mid-Cap 400 Growth ETF worth $79.8K as of Q3 2025.
Kathleen S. Wright Associates 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 0.03% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #132 holding.
Kathleen S. Wright Associates first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2021 and has held it in 16 quarters since.
Kathleen S. Wright Associates's iShares S&P Mid-Cap 400 Growth ETF position peaked at $117K in Q1 2022.
881 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.