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

Oldfather Financial Services’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 		$7.61M Buy
78,565
+497
+0.6% +$47.9K 2.27% 13
2025
Q3 		$7.49M Buy
78,068
+3,425
+5% +$323K 2.33% 13
2025
Q2 		$6.79M Buy
74,643
+3,118
+4% +$267K 2.33% 13
2025
Q1 		$5.96M Buy
71,525
+577
+0.8% +$52K 2.26% 14
2024
Q4 		$6.45M Buy
70,948
+849
+1% +$79.9K 2.46% 12
2024
Q3 		$6.44M Sell
70,099
-886
-1% -$79.2K 2.48% 12
2024
Q2 		$6.25M Sell
70,985
-37
-0.1% -$3.27K 2.57% 11
2024
Q1 		$6.48M Buy
71,022
+1,486
+2% +$124K 2.67% 11
2023
Q4 		$5.51M Buy
69,536
+1,799
+3% +$132K 2.46% 12
2023
Q3 		$4.89M Buy
67,737
+2,296
+4% +$173K 2.48% 12
2023
Q2 		$4.91M Buy
65,441
+2,882
+5% +$206K 2.4% 12
2023
Q1 		$4.47M Buy
62,559
+5,066
+9% +$362K 2.31% 12
2022
Q4 		$3.93M Buy
57,493
+4,215
+8% +$290K 2.24% 13
2022
Q3 		$3.36M Buy
53,278
+1,869
+4% +$129K 2.1% 13
2022
Q2 		$3.58M Buy
51,409
+2,441
+5% +$171K 2.04% 14
2022
Q1 		$3.6M Buy
48,968
+2,739
+6% +$212K 1.96% 13
2021
Q4 		$3.61M Buy
46,229
+3,046
+7% +$255K 1.9% 13
2021
Q3 		$3.78M Buy
43,183
+259
+0.6% +$21K 1.94% 12
2021
Q2 		$3.5M Sell
42,924
-757
-2% -$60.8K 1.91% 12
2021
Q1 		$3.49M Sell
43,681
-4,375
-9% -$337K 2.01% 12
2020
Q4 		$3.74M Buy
48,056
+980
+2% +$65.3K 2.22% 10
2020
Q3 		$3M Sell
47,076
-32
-0.1% -$1.9K 2.13% 10
2020
Q2 		$2.81M Buy
47,108
+812
+2% +$42.2K 2.18% 10
2020
Q1 		$2.35M Buy
46,296
+12,096
+35% +$665K 2.23% 11
2019
Q4 		$2.05M Buy
+34,200
New +$1.96M 1.9% 12

Other funds holding IJK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Oldfather Financial Services's IJK Position: Q4 2025 in Review

Oldfather Financial Services increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.64% in Q4 2025, buying an estimated $47.9K and bringing the position to 78,565 shares worth $7.61M. The position accounts for 2.27% of the portfolio, ranked #13.

Oldfather Financial Services first reported a position in IJK in Q4 2019 and has held it in 25 quarters since. 920 funds tracked by Wall St. Rank hold IJK as of Q4 2025.

  • Oldfather Financial Services held 78,565 shares of iShares S&P Mid-Cap 400 Growth ETF worth $7.61M as of Q4 2025.
  • Oldfather Financial Services bought 497 iShares S&P Mid-Cap 400 Growth ETF shares in Q4 2025, an estimated $47.9K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 2.27% of Oldfather Financial Services's portfolio in Q4 2025, its #13 holding.
  • Oldfather Financial Services first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2019 and has held it in 25 quarters since.
  • 920 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2025.

Based on Oldfather Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.