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

Lowe Wealth Advisors’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	$3.84K	Hold	40	–	–	﹤0.01%	306
2025 Q2	$3.64K	Hold	40	–	–	﹤0.01%	307
2025 Q1	$3.33K	Hold	40	–	–	﹤0.01%	313
2024 Q4	$3.64K	Hold	40	–	–	﹤0.01%	299
2024 Q3	$3.68K	Hold	40	–	–	﹤0.01%	264
2024 Q2	$3.52K	Hold	40	–	–	﹤0.01%	260
2024 Q1	$3.65K	Hold	40	–	–	﹤0.01%	257
2023 Q4	$3.17K	Hold	40	–	–	﹤0.01%	267
2023 Q3	$2.89K	Hold	40	–	–	﹤0.01%	260
2023 Q2	$3K	Hold	40	–	–	﹤0.01%	293
2023 Q1	$2.86K	Hold	40	–	–	﹤0.01%	286
2022 Q4	$2.73K	Hold	40	–	–	﹤0.01%	288
2022 Q3	$3K	Hold	40	–	–	﹤0.01%	277
2022 Q2	$3K	Hold	40	–	–	﹤0.01%	265
2022 Q1	$3K	Sell	40 -32	-44%	-$2.47K	﹤0.01%	273
2021 Q4	$6K	Hold	72	–	–	﹤0.01%	217
2021 Q3	$6K	Hold	72	–	–	﹤0.01%	211
2021 Q2	$6K	Hold	72	–	–	﹤0.01%	204
2021 Q1	$6K	Hold	72	–	–	﹤0.01%	196
2020 Q4	$5K	Hold	72	–	–	﹤0.01%	203
2020 Q3	$4K	Sell	72 -4	-5%	-$238	﹤0.01%	200
2020 Q2	$4K	Hold	76	–	–	﹤0.01%	196
2020 Q1	$3K	Hold	76	–	–	﹤0.01%	209
2019 Q4	$5K	Hold	76	–	–	﹤0.01%	201
2019 Q3	$4K	Hold	76	–	–	﹤0.01%	204
2019 Q2	$4K	Hold	76	–	–	﹤0.01%	214
2019 Q1	$4K	Hold	76	–	–	﹤0.01%	187
2018 Q4	$4K	Buy	76 +72	+1,800%	+$3.77K	﹤0.01%	177
2018 Q3	$0	Buy	+4	New	+$232	﹤0.01%	301

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

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

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

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

Lowe Wealth Advisors's IJK Position: Q3 2025 in Review

Lowe Wealth Advisors held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q3 2025 at 40 shares worth $3.84K. The position accounts for ﹤0.01% of the portfolio, ranked #306.

Lowe Wealth Advisors first reported a position in IJK in Q3 2018 and has held it in 29 quarters since. The position peaked at $6K in Q4 2021. 882 funds tracked by Wall St. Rank hold IJK as of Q3 2025.

Lowe Wealth Advisors held 40 shares of iShares S&P Mid-Cap 400 Growth ETF worth $3.84K as of Q3 2025.
Lowe Wealth Advisors 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 ﹤0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #306 holding.
Lowe Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2018 and has held it in 29 quarters since.
Lowe Wealth Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $6K in Q4 2021.
882 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.