New Millennium Group’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

New Millennium Group’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 Q4	$4.94K	Sell	51 -9	-15%	-$867	﹤0.01%	250
2025 Q3	$5.75K	Hold	60	–	–	﹤0.01%	256
2025 Q2	$5.46K	Hold	60	–	–	﹤0.01%	249
2025 Q1	$5K	Hold	60	–	–	﹤0.01%	266
2024 Q4	$5.46K	Hold	60	–	–	﹤0.01%	291
2024 Q3	$5.52K	Hold	60	–	–	﹤0.01%	219
2024 Q2	$5.29K	Buy	+60	New	+$5.3K	﹤0.01%	229
2024 Q1	–	Sell	-60	Closed	-$4.75K	–	219
2023 Q4	$4.75K	Hold	60	–	–	﹤0.01%	249
2023 Q3	$4.33K	Hold	60	–	–	﹤0.01%	220
2023 Q2	$4.5K	Hold	60	–	–	﹤0.01%	229
2023 Q1	$4.29K	Hold	60	–	–	﹤0.01%	247
2022 Q4	$4.1K	Hold	60	–	–	﹤0.01%	257
2022 Q3	$4K	Hold	60	–	–	﹤0.01%	247
2022 Q2	$4K	Buy	+60	New	+$4.21K	﹤0.01%	244

Other funds holding IJK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

New Millennium Group's IJK Position: Q4 2025 in Review

New Millennium Group reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 15% in Q4 2025, selling an estimated $867 and leaving 51 shares worth $4.94K. The position accounts for ﹤0.01% of the portfolio, ranked #250.

New Millennium Group first reported a position in IJK in Q2 2022 and has held it in 14 quarters since. The position peaked at $5.75K in Q3 2025. 920 funds tracked by Wall St. Rank hold IJK as of Q4 2025.

New Millennium Group held 51 shares of iShares S&P Mid-Cap 400 Growth ETF worth $4.94K as of Q4 2025.
New Millennium Group sold 9 iShares S&P Mid-Cap 400 Growth ETF shares in Q4 2025, an estimated $867.
iShares S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of New Millennium Group's portfolio in Q4 2025, its #250 holding.
New Millennium Group first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2022 and has held it in 14 quarters since.
New Millennium Group's iShares S&P Mid-Cap 400 Growth ETF position peaked at $5.75K in Q3 2025.
920 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2025.

Based on New Millennium Group's 13F filing for Q4 2025, filed 6 Feb 2026.