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

Moser Wealth Advisors’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	$54.6K	Sell	600 -240	-29%	-$20.6K	0.03%	105
2025 Q1	$70K	Hold	840	–	–	0.04%	97
2024 Q4	$76.4K	Hold	840	–	–	0.04%	89
2024 Q3	$77.2K	Hold	840	–	–	0.04%	90
2024 Q2	$74K	Hold	840	–	–	0.04%	90
2024 Q1	$76.7K	Hold	840	–	–	0.04%	93
2023 Q4	$66.5K	Hold	840	–	–	0.04%	88
2023 Q3	$60.7K	Hold	840	–	–	0.04%	82
2023 Q2	$63K	Buy	+840	New	+$60K	0.04%	83
2022 Q4	$57.4K	Hold	840	–	–	0.04%	86
2022 Q3	$53K	Hold	840	–	–	0.04%	86
2022 Q2	$54K	Hold	840	–	–	0.04%	89
2022 Q1	$65K	Hold	840	–	–	0.04%	88
2021 Q4	$72K	Hold	840	–	–	0.04%	85
2021 Q3	$67K	Hold	840	–	–	0.04%	91
2021 Q2	$68K	Hold	840	–	–	0.04%	91
2021 Q1	$66K	Hold	840	–	–	0.05%	88
2020 Q4	$61K	Hold	840	–	–	0.05%	83
2020 Q3	$50K	Hold	840	–	–	0.04%	80
2020 Q2	$47K	Hold	840	–	–	0.04%	80
2020 Q1	$37K	Hold	840	–	–	0.04%	77
2019 Q4	$50K	Buy	+840	New	+$48.1K	0.05%	86

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

Moser Wealth Advisors's IJK Position: Q2 2025 in Review

Moser Wealth Advisors reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 29% in Q2 2025, selling an estimated $20.6K and leaving 600 shares worth $54.6K. The position accounts for 0.03% of the portfolio, ranked #105.

Moser Wealth Advisors first reported a position in IJK in Q4 2019 and has held it in 22 quarters since. The position peaked at $77.2K in Q3 2024. 867 funds tracked by Wall St. Rank hold IJK as of Q2 2025.

Moser Wealth Advisors held 600 shares of iShares S&P Mid-Cap 400 Growth ETF worth $54.6K as of Q2 2025.
Moser Wealth Advisors sold 240 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2025, an estimated $20.6K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.03% of Moser Wealth Advisors's portfolio in Q2 2025, its #105 holding.
Moser Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2019 and has held it in 22 quarters since.
Moser Wealth Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $77.2K in Q3 2024.
867 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.