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

Ruedi 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 Q2	–	Sell	-172	Closed	-$14.3K	–	180
2025 Q1	$14.3K	Hold	172	–	–	﹤0.01%	143
2024 Q4	$15.6K	Hold	172	–	–	﹤0.01%	138
2024 Q3	$15.8K	Hold	172	–	–	0.01%	144
2024 Q2	$15.2K	Hold	172	–	–	0.01%	149
2024 Q1	$15.7K	Hold	172	–	–	0.01%	135
2023 Q4	$13.6K	Buy	+172	New	+$12.6K	0.01%	126

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

Ruedi Wealth Management's IJK Position: Q2 2025 in Review

Ruedi Wealth Management sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2025, closing a stake of 172 shares — an estimated $14.3K sold.

Ruedi Wealth Management first reported a position in IJK in Q4 2023 and held it in 6 quarters. The position peaked at $15.8K in Q3 2024. 867 funds tracked by Wall St. Rank hold IJK as of Q2 2025.

Ruedi Wealth Management reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2025 after selling out during the quarter.
Ruedi Wealth Management sold 172 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2025, an estimated $14.3K.
Ruedi Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2023 and held it in 6 quarters.
Ruedi Wealth Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $15.8K in Q3 2024.
867 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.