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

Running Point Capital 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 Q3	–	Sell	-201	Closed	-$18.3K	–	194
2025 Q2	$18.3K	Hold	201	–	–	0.01%	162
2025 Q1	$16.7K	Buy	+201	New	+$18.1K	0.01%	155
2022 Q3	–	Sell	-327	Closed	-$21K	–	228
2022 Q2	$21K	Buy	+327	New	+$23K	0.01%	184

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

Running Point Capital Advisors's IJK Position: Q3 2025 in Review

Running Point Capital Advisors sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2025, closing a stake of 201 shares — an estimated $18.3K sold.

Running Point Capital Advisors first reported a position in IJK in Q2 2022 and held it in 3 quarters. The position peaked at $21K in Q2 2022. 881 funds tracked by Wall St. Rank hold IJK as of Q3 2025.

Running Point Capital Advisors reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q3 2025 after selling out during the quarter.
Running Point Capital Advisors sold 201 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2025, an estimated $18.3K.
Running Point Capital Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2022 and held it in 3 quarters.
Running Point Capital Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $21K in Q2 2022.
881 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2025.

Based on Running Point Capital Advisors's 13F filing for Q3 2025, filed 28 Oct 2025.