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Rockbridge Investment Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Rockbridge Investment 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
-2,336
Closed -$224K – 137
2025
Q3 		$224K Hold
2,336
– – 0.02% 129
2025
Q2 		$213K Sell
2,336
-132
-5% -$11.3K 0.02% 130
2025
Q1 		$206K Sell
2,468
-165
-6% -$14.9K 0.02% 129
2024
Q4 		$239K Buy
+2,633
New +$248K 0.03% 119
2024
Q1 		– Sell
-2,434
Closed -$193K – 356
2023
Q4 		$193K Buy
+2,434
New +$179K 0.03% 118
2023
Q2 		– Sell
-2,902
Closed -$208K – 110
2023
Q1 		$208K Sell
2,902
-209
-7% -$14.9K 0.04% 104
2022
Q4 		$212K Buy
+3,111
New +$214K 0.04% 102
2022
Q3 		– Sell
-2,225
Closed -$142K – 332
2022
Q2 		$142K Sell
2,225
-351
-14% -$24.7K 0.03% 122
2022
Q1 		$201K Sell
2,576
-605
-19% -$46.8K 0.03% 161
2021
Q4 		$271K Sell
3,181
-45
-1% -$3.77K 0.04% 145
2021
Q3 		$255K Sell
3,226
-30
-0.9% -$2.44K 0.04% 125
2021
Q2 		$264K Hold
3,256
– – 0.04% 126
2021
Q1 		$255K Sell
3,256
-592
-15% -$45.6K 0.05% 121
2020
Q4 		$278K Hold
3,848
– – 0.06% 118
2020
Q3 		$230K Sell
3,848
-516
-12% -$30.7K 0.05% 120
2020
Q2 		$244K Buy
+4,364
New +$227K 0.06% 110

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

Rockbridge Investment Management's IJK Position: Q4 2025 in Review

Rockbridge Investment Management sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q4 2025, closing a stake of 2,336 shares — an estimated $224K sold.

Rockbridge Investment Management first reported a position in IJK in Q2 2020 and held it in 16 quarters. The position peaked at $278K in Q4 2020. 920 funds tracked by Wall St. Rank hold IJK as of Q4 2025.

  • Rockbridge Investment Management reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Rockbridge Investment Management sold 2,336 iShares S&P Mid-Cap 400 Growth ETF shares in Q4 2025, an estimated $224K.
  • Rockbridge Investment Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2020 and held it in 16 quarters.
  • Rockbridge Investment Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $278K in Q4 2020.
  • 920 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2025.

Based on Rockbridge Investment Management's 13F filing for Q4 2025, filed 4 Feb 2026.