Oakwell Private Wealth Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Oakwell Private Wealth 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 Q1	–	Sell	-4,361	Closed	-$397K	–	72
2024 Q4	$397K	Hold	4,361	–	–	0.11%	50
2024 Q3	$401K	Hold	4,361	–	–	0.12%	49
2024 Q2	$384K	Hold	4,361	–	–	0.11%	51
2024 Q1	$398K	Hold	4,361	–	–	0.12%	46
2023 Q4	$345K	Hold	4,361	–	–	0.12%	46
2023 Q3	$315K	Hold	4,361	–	–	0.13%	51
2023 Q2	$327K	Hold	4,361	–	–	0.14%	47
2023 Q1	$312K	Hold	4,361	–	–	0.14%	51
2022 Q4	$298K	Sell	4,361 -716	-14%	-$49.2K	0.14%	49
2022 Q3	$320K	Buy	5,077 +716	+16%	+$49.4K	0.18%	51
2022 Q2	$278K	Sell	4,361 -716	-14%	-$50.3K	0.16%	54
2022 Q1	$392K	Hold	5,077	–	–	0.2%	45
2021 Q4	$433K	Hold	5,077	–	–	0.22%	44
2021 Q3	$402K	Hold	5,077	–	–	0.22%	48
2021 Q2	$411K	Hold	5,077	–	–	0.26%	48
2021 Q1	$398K	Buy	5,077 +1,305	+35%	+$101K	0.28%	44
2020 Q4	$272K	Buy	+3,772	New	+$252K	0.21%	51

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

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Oakwell Private Wealth Management's IJK Position: Q1 2025 in Review

Oakwell Private Wealth Management sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2025, closing a stake of 4,361 shares — an estimated $397K sold.

Oakwell Private Wealth Management first reported a position in IJK in Q4 2020 and held it in 17 quarters. The position peaked at $433K in Q4 2021. 852 funds tracked by Wall St. Rank hold IJK as of Q1 2025.

Oakwell Private Wealth Management reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2025 after selling out during the quarter.
Oakwell Private Wealth Management sold 4,361 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2025, an estimated $397K.
Oakwell Private Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2020 and held it in 17 quarters.
Oakwell Private Wealth Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $433K in Q4 2021.
852 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2025.

Based on Oakwell Private Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.