Ocean Park Asset Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Ocean Park Asset 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	-4,612	Closed	-$419K	–	85
2024 Q4	$419K	Hold	4,612	–	–	0.01%	79
2024 Q3	$424K	Hold	4,612	–	–	0.02%	69
2024 Q2	$406K	Buy	4,612 +651	+16%	+$57.5K	0.02%	71
2024 Q1	$361K	Buy	+3,961	New	+$330K	0.02%	61

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

Ocean Park Asset Management's IJK Position: Q1 2025 in Review

Ocean Park Asset Management sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2025, closing a stake of 4,612 shares — an estimated $419K sold.

Ocean Park Asset Management first reported a position in IJK in Q1 2024 and held it in 4 quarters. The position peaked at $424K in Q3 2024. 852 funds tracked by Wall St. Rank hold IJK as of Q1 2025.

Ocean Park Asset Management reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2025 after selling out during the quarter.
Ocean Park Asset Management sold 4,612 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2025, an estimated $419K.
Ocean Park Asset Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2024 and held it in 4 quarters.
Ocean Park Asset Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $424K in Q3 2024.
852 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2025.

Based on Ocean Park Asset Management's 13F filing for Q1 2025, filed 24 Apr 2025.