Mount Yale Investment Advisors’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Mount Yale Investment 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 Q3	–	Sell	-318	Closed	-$28.9K	–	1110
2025 Q2	$28.9K	Buy	+318	New	+$27.2K	﹤0.01%	962
2025 Q1	–	Sell	-17,200	Closed	-$1.56M	–	561
2024 Q4	$1.56M	Buy	+17,200	New	+$1.62M	0.13%	147
2024 Q1	–	Sell	-35,610	Closed	-$2.82M	–	548
2023 Q4	$2.82M	Buy	+35,610	New	+$2.61M	0.27%	90
2023 Q1	–	Sell	-57,546	Closed	-$3.93M	–	504
2022 Q4	$3.93M	Buy	+57,546	New	+$3.96M	0.45%	58
2022 Q1	–	Sell	-14,791	Closed	-$1.26M	–	481
2021 Q4	$1.26M	Buy	+14,791	New	+$1.24M	0.13%	172
2021 Q1	–	Sell	-8,773	Closed	-$634K	–	427
2020 Q4	$634K	Buy	+8,773	New	+$585K	0.09%	226
2018 Q4	–	Sell	-1,144	Closed	-$62K	–	522
2018 Q3	$62K	Hold	1,144	–	–	0.01%	564
2018 Q2	$64K	Hold	1,144	–	–	0.01%	588
2018 Q1	$62K	Buy	+1,144	New	+$63.3K	0.01%	577

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

Mount Yale Investment Advisors's IJK Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2025, closing a stake of 318 shares — an estimated $28.9K sold.

Mount Yale Investment Advisors first reported a position in IJK in Q1 2018 and held it in 9 quarters. The position peaked at $3.93M in Q4 2022. 881 funds tracked by Wall St. Rank hold IJK as of Q3 2025.

Mount Yale Investment Advisors reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q3 2025 after selling out during the quarter.
Mount Yale Investment Advisors sold 318 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2025, an estimated $28.9K.
Mount Yale Investment Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2018 and held it in 9 quarters.
Mount Yale Investment Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $3.93M in Q4 2022.
881 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.