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

Mascoma Wealth Management’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
Q2 		– Sell
-65
Closed -$5.41K – 481
2025
Q1 		$5.41K Hold
65
– – ﹤0.01% 392
2024
Q4 		$5.91K Buy
+65
New +$6.12K ﹤0.01% 393

Other funds holding IJK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mascoma Wealth Management's IJK Position: Q2 2025 in Review

Mascoma Wealth Management sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2025, closing a stake of 65 shares — an estimated $5.41K sold.

Mascoma Wealth Management first reported a position in IJK in Q4 2024 and held it in 2 quarters. The position peaked at $5.91K in Q4 2024. 867 funds tracked by Wall St. Rank hold IJK as of Q2 2025.

  • Mascoma Wealth Management reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Mascoma Wealth Management sold 65 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2025, an estimated $5.41K.
  • Mascoma Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2024 and held it in 2 quarters.
  • Mascoma Wealth Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $5.91K in Q4 2024.
  • 867 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2025.

Based on Mascoma Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.