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

MJT & Associates Financial Advisory’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 		– Sell
-210
Closed -$19K – 479
2025
Q2 		$19K Sell
210
-56,179
-100% -$4.81M 0.02% 152
2025
Q1 		$4.7M Buy
+56,389
New +$5.08M 4.51% 9

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

MJT & Associates Financial Advisory's IJK Position: Q3 2025 in Review

MJT & Associates Financial Advisory sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2025, closing a stake of 210 shares — an estimated $19K sold.

MJT & Associates Financial Advisory first reported a position in IJK in Q1 2025 and held it in 2 quarters. The position peaked at $4.7M in Q1 2025. 881 funds tracked by Wall St. Rank hold IJK as of Q3 2025.

  • MJT & Associates Financial Advisory reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q3 2025 after selling out during the quarter.
  • MJT & Associates Financial Advisory sold 210 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2025, an estimated $19K.
  • MJT & Associates Financial Advisory first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2025 and held it in 2 quarters.
  • MJT & Associates Financial Advisory's iShares S&P Mid-Cap 400 Growth ETF position peaked at $4.7M in Q1 2025.
  • 881 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2025.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2025, filed 15 Oct 2025.