Koss-Olinger Consulting’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Koss-Olinger Consulting’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	-2,303	Closed	-$209K	–	295
2025 Q3	$209K	Hold	2,303	–	–	0.02%	294
2025 Q2	$209K	Buy	+2,303	New	+$197K	0.02%	297
2024 Q4	–	Sell	-2,294	Closed	-$211K	–	236
2024 Q3	$211K	Buy	2,294 +4	+0.2%	+$358	0.02%	257
2024 Q2	$202K	Buy	+2,290	New	+$202K	0.02%	246

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

Koss-Olinger Consulting's IJK Position: Q4 2025 in Review

Koss-Olinger Consulting sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q4 2025, closing a stake of 2,303 shares — an estimated $209K sold.

Koss-Olinger Consulting first reported a position in IJK in Q2 2024 and held it in 4 quarters. The position peaked at $211K in Q3 2024. 920 funds tracked by Wall St. Rank hold IJK as of Q4 2025.

Koss-Olinger Consulting reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q4 2025 after selling out during the quarter.
Koss-Olinger Consulting sold 2,303 iShares S&P Mid-Cap 400 Growth ETF shares in Q4 2025, an estimated $209K.
Koss-Olinger Consulting first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2024 and held it in 4 quarters.
Koss-Olinger Consulting's iShares S&P Mid-Cap 400 Growth ETF position peaked at $211K in Q3 2024.
920 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2025.

Based on Koss-Olinger Consulting's 13F filing for Q4 2025, filed 10 Feb 2026.