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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
2026
Q2 		$37.4K Buy
+318
New +$35.3K ﹤0.01% 1193

Other funds holding IJK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 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. 883 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.
  • 883 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.