Orion Portfolio Solutions’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Orion Portfolio Solutions’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	$202K	Buy	2,429 +165	+7%	+$14.9K	﹤0.01%	1810
2024 Q4	$206K	Buy	2,264 +62	+3%	+$5.84K	﹤0.01%	1742
2024 Q3	$202K	Buy	+2,202	New	+$197K	﹤0.01%	1709
2024 Q2	–	Sell	-2,220	Closed	-$203K	–	1752
2024 Q1	$203K	Buy	+2,220	New	+$185K	﹤0.01%	1618
2023 Q2	–	Sell	-12,365	Closed	-$884K	–	1649
2023 Q1	$884K	Buy	+12,365	New	+$883K	0.01%	929
2022 Q4	–	Sell	-34,493	Closed	-$2.17M	–	814
2022 Q3	$2.17M	Buy	+34,493	New	+$2.38M	0.09%	150
2021 Q2	–	Sell	-2,630	Closed	-$206K	–	623
2021 Q1	$206K	Buy	+2,630	New	+$203K	0.01%	522
2020 Q3	–	Sell	-772	Closed	-$43K	–	1203
2020 Q2	$43K	Sell	772 -1,308	-63%	-$67.9K	﹤0.01%	742
2020 Q1	$93K	Sell	2,080 -4	-0.2%	-$220	0.01%	458
2019 Q4	$124K	Buy	+2,084	New	+$119K	0.01%	380

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

Orion Portfolio Solutions's IJK Position: Q1 2025 in Review

Orion Portfolio Solutions increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 7.3% in Q1 2025, buying an estimated $14.9K and bringing the position to 2,429 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #1810.

Orion Portfolio Solutions first reported a position in IJK in Q4 2019 and has held it in 10 quarters since. The position peaked at $2.17M in Q3 2022. 852 funds tracked by Wall St. Rank hold IJK as of Q1 2025.

Orion Portfolio Solutions held 2,429 shares of iShares S&P Mid-Cap 400 Growth ETF worth $202K as of Q1 2025.
Orion Portfolio Solutions bought 165 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2025, an estimated $14.9K.
iShares S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1810 holding.
Orion Portfolio Solutions first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2019 and has held it in 10 quarters since.
Orion Portfolio Solutions's iShares S&P Mid-Cap 400 Growth ETF position peaked at $2.17M in Q3 2022.
852 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.