Northwest Capital Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Northwest Capital Management’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	–	Sell	-141	Closed	-$13.5K	–	154
2025 Q3	$13.5K	Hold	141	–	–	0.01%	183
2025 Q2	$12.8K	Sell	141 -1,020	-88%	-$87.3K	0.01%	254
2025 Q1	$96.7K	Hold	1,161	–	–	0.04%	158
2024 Q4	$106K	Hold	1,161	–	–	0.05%	152
2024 Q3	$107K	Hold	1,161	–	–	0.04%	152
2024 Q2	$102K	Hold	1,161	–	–	0.04%	149
2024 Q1	$106K	Hold	1,161	–	–	0.03%	171
2023 Q4	$92K	Hold	1,161	–	–	0.03%	177
2023 Q3	$83.9K	Hold	1,161	–	–	0.03%	171
2023 Q2	$87.1K	Buy	+1,161	New	+$82.9K	0.04%	165

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

Northwest Capital Management's IJK Position: Q4 2025 in Review

Northwest Capital Management sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q4 2025, closing a stake of 141 shares — an estimated $13.5K sold.

Northwest Capital Management first reported a position in IJK in Q2 2023 and held it in 10 quarters. The position peaked at $107K in Q3 2024. 920 funds tracked by Wall St. Rank hold IJK as of Q4 2025.

Northwest Capital Management reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q4 2025 after selling out during the quarter.
Northwest Capital Management sold 141 iShares S&P Mid-Cap 400 Growth ETF shares in Q4 2025, an estimated $13.5K.
Northwest Capital Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2023 and held it in 10 quarters.
Northwest Capital Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $107K in Q3 2024.
920 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2025.

Based on Northwest Capital Management's 13F filing for Q4 2025, filed 26 Jan 2026.