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

McAlister Sweet & 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 Q2	–	Sell	-69,061	Closed	-$5.75M	–	30
2025 Q1	$5.75M	Buy	+69,061	New	+$6.22M	4.35%	8
2024 Q4	–	Sell	-61,059	Closed	-$5.61M	–	23
2024 Q3	$5.61M	Buy	61,059 +3,621	+6%	+$324K	4.64%	8
2024 Q2	$5.06M	Sell	57,438 -79	-0.1%	-$6.98K	3.64%	8
2024 Q1	$5.25M	Buy	57,517 +8,683	+18%	+$724K	4.12%	6
2023 Q4	$3.87M	Buy	48,834 +3,936	+9%	+$289K	3.59%	10
2023 Q3	$3.24M	Buy	44,898 +5,683	+14%	+$429K	2.76%	10
2023 Q2	$2.94M	Buy	+39,215	New	+$2.8M	2.53%	11

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

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

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

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

McAlister Sweet & Associates's IJK Position: Q2 2025 in Review

McAlister Sweet & Associates sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2025, closing a stake of 69,061 shares — an estimated $5.75M sold.

McAlister Sweet & Associates first reported a position in IJK in Q2 2023 and held it in 7 quarters. The position peaked at $5.75M in Q1 2025. 868 funds tracked by Wall St. Rank hold IJK as of Q2 2025.

McAlister Sweet & Associates reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2025 after selling out during the quarter.
McAlister Sweet & Associates sold 69,061 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2025, an estimated $5.75M.
McAlister Sweet & Associates first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2023 and held it in 7 quarters.
McAlister Sweet & Associates's iShares S&P Mid-Cap 400 Growth ETF position peaked at $5.75M in Q1 2025.
868 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2025.

Based on McAlister Sweet & Associates's 13F filing for Q2 2025, filed 2 Jul 2025.