KMG Fiduciary Partners’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

KMG Fiduciary Partners’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 Q4	–	Sell	-8,855	Closed	-$849K	–	279
2025 Q3	$849K	Hold	8,855	–	–	0.06%	199
2025 Q2	$806K	Hold	8,855	–	–	0.06%	200
2025 Q1	$737K	Buy	8,855 +66	+0.8%	+$5.95K	0.06%	200
2024 Q4	$799K	Hold	8,789	–	–	0.07%	195
2024 Q3	$808K	Hold	8,789	–	–	0.07%	188
2024 Q2	$774K	Hold	8,789	–	–	0.08%	162
2024 Q1	$802K	Hold	8,789	–	–	0.08%	156
2023 Q4	$696K	Hold	8,789	–	–	0.08%	164
2023 Q3	$635K	Hold	8,789	–	–	0.08%	160
2023 Q2	$659K	Buy	+8,789	New	+$628K	0.09%	161

Other funds holding IJK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KMG Fiduciary Partners's IJK Position: Q4 2025 in Review

KMG Fiduciary Partners sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q4 2025, closing a stake of 8,855 shares — an estimated $849K sold.

KMG Fiduciary Partners first reported a position in IJK in Q2 2023 and held it in 10 quarters. The position peaked at $849K in Q3 2025. 920 funds tracked by Wall St. Rank hold IJK as of Q4 2025.

KMG Fiduciary Partners reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q4 2025 after selling out during the quarter.
KMG Fiduciary Partners sold 8,855 iShares S&P Mid-Cap 400 Growth ETF shares in Q4 2025, an estimated $849K.
KMG Fiduciary Partners first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2023 and held it in 10 quarters.
KMG Fiduciary Partners's iShares S&P Mid-Cap 400 Growth ETF position peaked at $849K in Q3 2025.
920 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2025.

Based on KMG Fiduciary Partners's 13F filing for Q4 2025, filed 14 Jan 2026.