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

Marquette 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 Q4	–	Sell	-7,709	Closed	-$739K	–	31
2025 Q3	$739K	Hold	7,709	–	–	0.89%	13
2025 Q2	$701K	Sell	7,709 -2,793	-27%	-$239K	0.69%	15
2025 Q1	$875K	Hold	10,502	–	–	0.88%	14
2024 Q4	$955K	Hold	10,502	–	–	0.79%	19
2024 Q3	$965K	Sell	10,502 -2,293	-18%	-$205K	0.7%	18
2024 Q2	$1.13M	Hold	12,795	–	–	0.85%	18
2024 Q1	$1.17M	Buy	12,795 +11,715	+1,085%	+$977K	0.83%	19
2023 Q4	$1.01M	Buy	+1,080	New	+$79.2K	1.02%	14

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Marquette Associates's IJK Position: Q4 2025 in Review

Marquette Associates sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q4 2025, closing a stake of 7,709 shares — an estimated $739K sold.

Marquette Associates first reported a position in IJK in Q4 2023 and held it in 8 quarters. The position peaked at $1.17M in Q1 2024. 919 funds tracked by Wall St. Rank hold IJK as of Q4 2025.

Marquette Associates reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q4 2025 after selling out during the quarter.
Marquette Associates sold 7,709 iShares S&P Mid-Cap 400 Growth ETF shares in Q4 2025, an estimated $739K.
Marquette Associates first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2023 and held it in 8 quarters.
Marquette Associates's iShares S&P Mid-Cap 400 Growth ETF position peaked at $1.17M in Q1 2024.
919 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2025.

Based on Marquette Associates's 13F filing for Q4 2025, filed 17 Feb 2026.