Mechanics Financial Corp’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Mechanics Financial Corp’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	-120	Closed	-$9.99K	–	241
2025 Q1	$9.99K	Hold	120	–	–	﹤0.01%	227
2024 Q4	$10.9K	Hold	120	–	–	﹤0.01%	211
2024 Q3	$11K	Sell	120 -278	-70%	-$24.9K	﹤0.01%	214
2024 Q2	$35.1K	Hold	398	–	–	0.02%	167
2024 Q1	$36.3K	Hold	398	–	–	0.02%	161
2023 Q4	$31.5K	Sell	398 -138	-26%	-$10.1K	0.02%	158
2023 Q3	$38.7K	Hold	536	–	–	0.02%	150
2023 Q2	$40.2K	Hold	536	–	–	0.02%	153
2023 Q1	$38.3K	Hold	536	–	–	0.02%	153
2022 Q4	$37K	Hold	536	–	–	0.02%	155
2022 Q3	$34K	Hold	536	–	–	0.02%	157
2022 Q2	$34K	Sell	536 -76	-12%	-$5.34K	0.02%	156
2022 Q1	$47K	Sell	612 -134	-18%	-$10.4K	0.02%	153
2021 Q4	$64K	Buy	+746	New	+$62.5K	0.03%	147

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

Mechanics Financial Corp's IJK Position: Q2 2025 in Review

Mechanics Financial Corp sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2025, closing a stake of 120 shares — an estimated $9.99K sold.

Mechanics Financial Corp first reported a position in IJK in Q4 2021 and held it in 14 quarters. The position peaked at $64K in Q4 2021. 867 funds tracked by Wall St. Rank hold IJK as of Q2 2025.

Mechanics Financial Corp reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2025 after selling out during the quarter.
Mechanics Financial Corp sold 120 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2025, an estimated $9.99K.
Mechanics Financial Corp first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2021 and held it in 14 quarters.
Mechanics Financial Corp's iShares S&P Mid-Cap 400 Growth ETF position peaked at $64K in Q4 2021.
867 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2025.

Based on Mechanics Financial Corp's 13F filing for Q2 2025, filed 21 Jul 2025.