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

Oxinas Partners 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 Q2	–	Sell	-6,110	Closed	-$509K	–	126
2025 Q1	$509K	Sell	6,110 -1,125	-16%	-$101K	0.3%	72
2024 Q4	$658K	Sell	7,235 -112	-2%	-$10.5K	0.39%	61
2024 Q3	$675K	Sell	7,347 -1,034	-12%	-$92.5K	0.41%	62
2024 Q2	$738K	Sell	8,381 -78	-0.9%	-$6.89K	0.49%	55
2024 Q1	$772K	Buy	8,459 +1,571	+23%	+$131K	0.5%	50
2023 Q4	$546K	Buy	6,888 +760	+12%	+$55.8K	0.39%	59
2023 Q3	$443K	Sell	6,128 -925	-13%	-$69.7K	0.33%	60
2023 Q2	$529K	Sell	7,053 -374	-5%	-$26.7K	0.35%	61
2023 Q1	$531K	Buy	+7,427	New	+$530K	0.38%	60

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

Oxinas Partners Wealth Management's IJK Position: Q2 2025 in Review

Oxinas Partners Wealth Management sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2025, closing a stake of 6,110 shares — an estimated $509K sold.

Oxinas Partners Wealth Management first reported a position in IJK in Q1 2023 and held it in 9 quarters. The position peaked at $772K in Q1 2024. 867 funds tracked by Wall St. Rank hold IJK as of Q2 2025.

Oxinas Partners Wealth Management reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2025 after selling out during the quarter.
Oxinas Partners Wealth Management sold 6,110 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2025, an estimated $509K.
Oxinas Partners Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2023 and held it in 9 quarters.
Oxinas Partners Wealth Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $772K in Q1 2024.
867 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2025.

Based on Oxinas Partners Wealth Management's 13F filing for Q2 2025, filed 15 Jul 2025.