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

PSI Advisors’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	-75	Closed	-$6.25K	–	378
2025 Q1	$6.25K	Sell	75 -601	-89%	-$54.1K	﹤0.01%	511
2024 Q4	$61.4K	Buy	676 +2	+0.3%	+$188	0.02%	243
2024 Q3	$61.9K	Buy	674 +1	+0.1%	+$89	0.02%	244
2024 Q2	$59.2K	Buy	673 +77	+13%	+$6.81K	0.02%	239
2024 Q1	$54.4K	Sell	596 -28	-4%	-$2.34K	0.02%	242
2023 Q4	$49.4K	Buy	624 +5	+0.8%	+$367	0.02%	261
2023 Q3	$44.7K	Hold	619	–	–	0.02%	261
2023 Q2	$46.5K	Buy	619 +29	+5%	+$2.07K	0.02%	252
2023 Q1	$42.2K	Buy	590 +2	+0.3%	+$143	0.02%	245
2022 Q4	$40.2K	Sell	588 -1,791	-75%	-$123K	0.02%	244
2022 Q3	$150K	Sell	2,379 -1,937	-45%	-$134K	0.08%	135
2022 Q2	$275K	Sell	4,316 -91	-2%	-$6.39K	0.14%	107
2022 Q1	$341K	Sell	4,407 -199	-4%	-$15.4K	0.14%	110
2021 Q4	$393K	Buy	4,606 +139	+3%	+$11.7K	0.16%	106
2021 Q3	$354K	Sell	4,467 -57	-1%	-$4.63K	0.16%	102
2021 Q2	$366K	Buy	4,524 +1	+0%	+$80	0.19%	96
2021 Q1	$354K	Buy	4,523 +1	+0%	+$77	0.21%	89
2020 Q4	$326K	Sell	4,522 -558	-11%	-$37.2K	0.22%	87
2020 Q3	$303K	Sell	5,080 -808	-14%	-$48.1K	0.23%	81
2020 Q2	$329K	Buy	5,888 +4	+0.1%	+$208	0.27%	78
2020 Q1	$262K	Sell	5,884 -1,920	-25%	-$106K	0.24%	87
2019 Q4	$464K	Buy	+7,804	New	+$447K	0.3%	69

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

PSI Advisors's IJK Position: Q2 2025 in Review

PSI Advisors sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2025, closing a stake of 75 shares — an estimated $6.25K sold.

PSI Advisors first reported a position in IJK in Q4 2019 and held it in 22 quarters. The position peaked at $464K in Q4 2019. 867 funds tracked by Wall St. Rank hold IJK as of Q2 2025.

PSI Advisors reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2025 after selling out during the quarter.
PSI Advisors sold 75 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2025, an estimated $6.25K.
PSI Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2019 and held it in 22 quarters.
PSI Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $464K in Q4 2019.
867 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.