Northeast Financial Consultants’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Northeast Financial Consultants’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	$370K	Hold	4,064	–	–	0.02%	230
2025 Q1	$338K	Hold	4,064	–	–	0.02%	230
2024 Q4	$370K	Hold	4,064	–	–	0.02%	227
2024 Q3	$374K	Hold	4,064	–	–	0.02%	224
2024 Q2	$358K	Hold	4,064	–	–	0.02%	215
2024 Q1	$371K	Hold	4,064	–	–	0.02%	220
2023 Q4	$322K	Hold	4,064	–	–	0.02%	227
2023 Q3	$294K	Hold	4,064	–	–	0.02%	231
2023 Q2	$305K	Hold	4,064	–	–	0.02%	229
2023 Q1	$291K	Hold	4,064	–	–	0.02%	251
2022 Q4	$278K	Hold	4,064	–	–	0.02%	251
2022 Q3	$256K	Hold	4,064	–	–	0.02%	284
2022 Q2	$259K	Hold	4,064	–	–	0.02%	274
2022 Q1	$314K	Hold	4,064	–	–	0.02%	293
2021 Q4	$346K	Hold	4,064	–	–	0.02%	261
2021 Q3	$322K	Hold	4,064	–	–	0.02%	274
2021 Q2	$329K	Hold	4,064	–	–	0.02%	270
2021 Q1	$318K	Hold	4,064	–	–	0.02%	266
2020 Q4	$294K	Hold	4,064	–	–	0.02%	258
2020 Q3	$243K	Hold	4,064	–	–	0.02%	259
2020 Q2	$228K	Buy	+4,064	New	+$211K	0.02%	253
2020 Q1	–	Sell	-4,176	Closed	-$249K	–	289
2019 Q4	$249K	Buy	4,176 +112	+3%	+$6.42K	0.02%	258
2019 Q3	$227K	Hold	4,064	–	–	0.02%	282
2019 Q2	$230K	Hold	4,064	–	–	0.02%	283
2019 Q1	$223K	Buy	+4,064	New	+$215K	0.02%	282

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

Northeast Financial Consultants's IJK Position: Q2 2025 in Review

Northeast Financial Consultants held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2025 at 4,064 shares worth $370K. The position accounts for 0.02% of the portfolio, ranked #230.

Northeast Financial Consultants first reported a position in IJK in Q1 2019 and has held it in 25 quarters since. The position peaked at $374K in Q3 2024. 867 funds tracked by Wall St. Rank hold IJK as of Q2 2025.

Northeast Financial Consultants held 4,064 shares of iShares S&P Mid-Cap 400 Growth ETF worth $370K as of Q2 2025.
Northeast Financial Consultants left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q2 2025.
iShares S&P Mid-Cap 400 Growth ETF made up 0.02% of Northeast Financial Consultants's portfolio in Q2 2025, its #230 holding.
Northeast Financial Consultants first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2019 and has held it in 25 quarters since.
Northeast Financial Consultants's iShares S&P Mid-Cap 400 Growth ETF position peaked at $374K 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 Northeast Financial Consultants's 13F filing for Q2 2025, filed 15 Aug 2025.