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

Presilium Private Wealth’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	-8,275	Closed	-$689K	–	75
2025 Q1	$689K	Sell	8,275 -1,579	-16%	-$142K	0.15%	42
2024 Q4	$896K	Sell	9,854 -14	-0.1%	-$1.32K	0.21%	38
2024 Q3	$907K	Sell	9,868 -284	-3%	-$25.4K	0.21%	37
2024 Q2	$894K	Hold	10,152	–	–	0.23%	37
2024 Q1	$926K	Sell	10,152 -3	-0%	-$250	0.25%	34
2023 Q4	$804K	Buy	+10,155	New	+$745K	0.23%	35

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

Presilium Private Wealth's IJK Position: Q2 2025 in Review

Presilium Private Wealth sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2025, closing a stake of 8,275 shares — an estimated $689K sold.

Presilium Private Wealth first reported a position in IJK in Q4 2023 and held it in 6 quarters. The position peaked at $926K in Q1 2024. 867 funds tracked by Wall St. Rank hold IJK as of Q2 2025.

Presilium Private Wealth reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2025 after selling out during the quarter.
Presilium Private Wealth sold 8,275 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2025, an estimated $689K.
Presilium Private Wealth first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2023 and held it in 6 quarters.
Presilium Private Wealth's iShares S&P Mid-Cap 400 Growth ETF position peaked at $926K 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 Presilium Private Wealth's 13F filing for Q2 2025, filed 25 Jul 2025.