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

Moller Wealth Partners’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 Q1	–	Sell	-5,280	Closed	-$480K	–	68
2024 Q4	$480K	Buy	5,280 +612	+13%	+$57.6K	0.13%	42
2024 Q3	$429K	Buy	4,668 +311	+7%	+$27.8K	0.11%	42
2024 Q2	$384K	Buy	+4,357	New	+$385K	0.1%	45

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

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

Moller Wealth Partners's IJK Position: Q1 2025 in Review

Moller Wealth Partners sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2025, closing a stake of 5,280 shares — an estimated $480K sold.

Moller Wealth Partners first reported a position in IJK in Q2 2024 and held it in 3 quarters. The position peaked at $480K in Q4 2024. 852 funds tracked by Wall St. Rank hold IJK as of Q1 2025.

Moller Wealth Partners reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2025 after selling out during the quarter.
Moller Wealth Partners sold 5,280 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2025, an estimated $480K.
Moller Wealth Partners first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2024 and held it in 3 quarters.
Moller Wealth Partners's iShares S&P Mid-Cap 400 Growth ETF position peaked at $480K in Q4 2024.
852 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2025.

Based on Moller Wealth Partners's 13F filing for Q1 2025, filed 9 Apr 2025.