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

Paragon Private 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 Q4	–	Sell	-2,592	Closed	-$249K	–	222
2025 Q3	$249K	Hold	2,592	–	–	0.08%	198
2025 Q2	$236K	Hold	2,592	–	–	0.09%	179
2025 Q1	$216K	Hold	2,592	–	–	0.1%	173
2024 Q4	$236K	Hold	2,592	–	–	0.11%	157
2024 Q3	$238K	Buy	+2,592	New	+$232K	0.12%	150

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Paragon Private Wealth Management's IJK Position: Q4 2025 in Review

Paragon Private Wealth Management sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q4 2025, closing a stake of 2,592 shares — an estimated $249K sold.

Paragon Private Wealth Management first reported a position in IJK in Q3 2024 and held it in 5 quarters. The position peaked at $249K in Q3 2025. 918 funds tracked by Wall St. Rank hold IJK as of Q4 2025.

Paragon Private Wealth Management reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q4 2025 after selling out during the quarter.
Paragon Private Wealth Management sold 2,592 iShares S&P Mid-Cap 400 Growth ETF shares in Q4 2025, an estimated $249K.
Paragon Private Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2024 and held it in 5 quarters.
Paragon Private Wealth Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $249K in Q3 2025.
918 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2025.

Based on Paragon Private Wealth Management's 13F filing for Q4 2025, filed 11 Feb 2026.