ORG Partners’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

ORG Partners’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	–	Sell	-284	Closed	-$23.8K	–	1566
2025 Q1	$23.8K	Buy	+284	New	+$25.6K	0.01%	640
2024 Q1	–	Sell	-4	Closed	-$319	–	778
2023 Q4	$319	Buy	+4	New	+$293	﹤0.01%	1066
2023 Q3	–	Sell	-4	Closed	-$301	–	1483
2023 Q2	$301	Buy	+4	New	+$286	﹤0.01%	1309

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

ORG Partners's IJK Position: Q2 2025 in Review

ORG Partners sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2025, closing a stake of 284 shares — an estimated $23.8K sold.

ORG Partners first reported a position in IJK in Q2 2023 and held it in 3 quarters. The position peaked at $23.8K in Q1 2025. 867 funds tracked by Wall St. Rank hold IJK as of Q2 2025.

ORG Partners reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2025 after selling out during the quarter.
ORG Partners sold 284 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2025, an estimated $23.8K.
ORG Partners first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2023 and held it in 3 quarters.
ORG Partners's iShares S&P Mid-Cap 400 Growth ETF position peaked at $23.8K in Q1 2025.
867 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2025.

Based on ORG Partners's 13F filing for Q2 2025, filed 16 Jul 2025.