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

Rise 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
Q4 		– Sell
-107
Closed -$10.3K – 728
2025
Q3 		$10.3K Sell
107
-88
-45% -$8.29K ﹤0.01% 984
2025
Q2 		$17.7K Sell
195
-261
-57% -$22.4K 0.01% 610
2025
Q1 		$37.9K Buy
456
+1
+0.2% +$90 0.02% 280
2024
Q4 		$41.4K Buy
455
+1
+0.2% +$94 0.02% 274
2024
Q3 		$41.7K Buy
454
+1
+0.2% +$89 0.02% 280
2024
Q2 		$39.9K Buy
453
+1
+0.2% +$88 0.02% 277
2024
Q1 		$41.3K Hold
452
– – 0.02% 263
2023
Q4 		$35.8K Buy
452
+3
+0.7% +$220 0.03% 194
2023
Q3 		$32.4K Sell
449
-839
-65% -$63.3K 0.03% 181
2023
Q2 		$96.6K Buy
1,288
+3
+0.2% +$214 0.07% 105
2023
Q1 		$91.9K Buy
1,285
+4
+0.3% +$286 0.07% 108
2022
Q4 		$87.5K Buy
1,281
+3
+0.2% +$206 0.07% 114
2022
Q3 		$81K Buy
1,278
+5
+0.4% +$345 0.07% 110
2022
Q2 		$81K Buy
1,273
+91
+8% +$6.39K 0.08% 104
2022
Q1 		$91K Sell
1,182
-50
-4% -$3.86K 0.08% 106
2021
Q4 		$105K Buy
+1,232
New +$103K 0.1% 95

Other funds holding IJK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Rise Advisors's IJK Position: Q4 2025 in Review

Rise Advisors sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q4 2025, closing a stake of 107 shares — an estimated $10.3K sold.

Rise Advisors first reported a position in IJK in Q4 2021 and held it in 16 quarters. The position peaked at $105K in Q4 2021. 920 funds tracked by Wall St. Rank hold IJK as of Q4 2025.

  • Rise Advisors reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 107 iShares S&P Mid-Cap 400 Growth ETF shares in Q4 2025, an estimated $10.3K.
  • Rise Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2021 and held it in 16 quarters.
  • Rise Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $105K in Q4 2021.
  • 920 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.