Sather Financial Group’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Sather Financial Group’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	-11,360	Closed	-$1.03M	–	114
2025 Q2	$1.03M	Hold	11,360	–	–	0.06%	45
2025 Q1	$946K	Hold	11,360	–	–	0.06%	42
2024 Q4	$1.03M	Hold	11,360	–	–	0.06%	42
2024 Q3	$1.04M	Hold	11,360	–	–	0.07%	39
2024 Q2	$1M	Hold	11,360	–	–	0.07%	39
2024 Q1	$1.04M	Hold	11,360	–	–	0.07%	45
2023 Q4	$900K	Hold	11,360	–	–	0.07%	50
2023 Q3	$821K	Hold	11,360	–	–	0.07%	51
2023 Q2	$852K	Hold	11,360	–	–	0.07%	53
2023 Q1	$812K	Hold	11,360	–	–	0.07%	54
2022 Q4	$776K	Hold	11,360	–	–	0.06%	64
2022 Q3	$716K	Hold	11,360	–	–	0.08%	42
2022 Q2	$724K	Hold	11,360	–	–	0.08%	44
2022 Q1	$878K	Hold	11,360	–	–	0.08%	40
2021 Q4	$969K	Hold	11,360	–	–	0.08%	34
2021 Q3	$900K	Buy	+11,360	New	+$922K	0.09%	36

Other funds holding IJK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sather Financial Group's IJK Position: Q3 2025 in Review

Sather Financial Group sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2025, closing a stake of 11,360 shares — an estimated $1.03M sold.

Sather Financial Group first reported a position in IJK in Q3 2021 and held it in 16 quarters. The position peaked at $1.04M in Q3 2024. 882 funds tracked by Wall St. Rank hold IJK as of Q3 2025.

Sather Financial Group reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q3 2025 after selling out during the quarter.
Sather Financial Group sold 11,360 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2025, an estimated $1.03M.
Sather Financial Group first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2021 and held it in 16 quarters.
Sather Financial Group's iShares S&P Mid-Cap 400 Growth ETF position peaked at $1.04M in Q3 2024.
882 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2025.

Based on Sather Financial Group's 13F filing for Q3 2025, filed 22 Oct 2025.