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

Schechter Investment 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 Q1	–	Sell	-13,615	Closed	-$1.24M	–	660
2024 Q4	$1.24M	Hold	13,615	–	–	0.09%	200
2024 Q3	$1.25M	Hold	13,615	–	–	0.09%	206
2024 Q2	$1.2M	Hold	13,615	–	–	0.09%	202
2024 Q1	$1.24M	Buy	+13,615	New	+$1.14M	0.09%	202

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

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Schechter Investment Advisors's IJK Position: Q1 2025 in Review

Schechter Investment Advisors sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2025, closing a stake of 13,615 shares — an estimated $1.24M sold.

Schechter Investment Advisors first reported a position in IJK in Q1 2024 and held it in 4 quarters. The position peaked at $1.25M in Q3 2024. 852 funds tracked by Wall St. Rank hold IJK as of Q1 2025.

Schechter Investment Advisors reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2025 after selling out during the quarter.
Schechter Investment Advisors sold 13,615 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2025, an estimated $1.24M.
Schechter Investment Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2024 and held it in 4 quarters.
Schechter Investment Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $1.25M in Q3 2024.
852 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.