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

SeaCrest 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
-4,293
Closed -$358K – 658
2025
Q1 		$358K Buy
4,293
+2
+0% +$180 0.04% 426
2024
Q4 		$390K Sell
4,291
-8
-0.2% -$753 0.04% 412
2024
Q3 		$395K Buy
4,299
+267
+7% +$23.9K 0.04% 407
2024
Q2 		$355K Sell
4,032
-78
-2% -$6.89K 0.04% 412
2024
Q1 		$375K Buy
4,110
+2
+0% +$167 0.05% 386
2023
Q4 		$316K Buy
4,108
+122
+3% +$8.95K 0.04% 435
2023
Q3 		$288K Buy
3,986
+340
+9% +$25.6K 0.04% 468
2023
Q2 		$273K Buy
3,646
+2
+0.1% +$143 0.03% 494
2023
Q1 		$261K Buy
3,644
+3
+0.1% +$214 0.04% 505
2022
Q4 		$249K Buy
3,641
+7
+0.2% +$481 0.04% 497
2022
Q3 		$229K Sell
3,634
-2,200
-38% -$152K 0.03% 505
2022
Q2 		$372K Sell
5,834
-525
-8% -$36.9K 0.05% 416
2022
Q1 		$491K Sell
6,359
-498
-7% -$38.5K 0.06% 358
2021
Q4 		$585K Buy
6,857
+11
+0.2% +$922 0.06% 309
2021
Q3 		$542K Buy
6,846
+1,076
+19% +$87.3K 0.07% 311
2021
Q2 		$467K Buy
5,770
+7
+0.1% +$562 0.06% 356
2021
Q1 		$452K Hold
5,763
– – 0.06% 335
2020
Q4 		$416K Buy
5,763
+7
+0.1% +$467 0.06% 338
2020
Q3 		$344K Sell
5,756
-72
-1% -$4.28K 0.06% 348
2020
Q2 		$326K Buy
5,828
+16
+0.3% +$831 0.06% 361
2020
Q1 		$259K Buy
5,812
+400
+7% +$22K 0.06% 365
2019
Q4 		$322K Buy
5,412
+16
+0.3% +$917 0.05% 385
2019
Q3 		$302K Buy
5,396
+88
+2% +$4.95K 0.06% 392
2019
Q2 		$300K Buy
5,308
+12
+0.2% +$665 0.06% 379
2019
Q1 		$290K Buy
5,296
+440
+9% +$23.2K 0.05% 372
2018
Q4 		$232K Buy
4,856
+16
+0.3% +$837 0.05% 388
2018
Q3 		$282K Buy
4,840
+8
+0.2% +$464 0.05% 404
2018
Q2 		$271K Hold
4,832
– – 0.05% 400
2018
Q1 		$264K Buy
4,832
+8
+0.2% +$442 0.05% 396
2017
Q4 		$260K Buy
+4,824
New +$254K 0.05% 414

Other funds holding IJK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

SeaCrest Wealth Management sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2025, closing a stake of 4,293 shares — an estimated $358K sold.

SeaCrest Wealth Management first reported a position in IJK in Q4 2017 and held it in 30 quarters. The position peaked at $585K in Q4 2021. 867 funds tracked by Wall St. Rank hold IJK as of Q2 2025.

  • SeaCrest Wealth Management reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2025 after selling out during the quarter.
  • SeaCrest Wealth Management sold 4,293 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2025, an estimated $358K.
  • SeaCrest Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2017 and held it in 30 quarters.
  • SeaCrest Wealth Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $585K in Q4 2021.
  • 867 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2025.

Based on SeaCrest Wealth Management's 13F filing for Q2 2025, filed 11 Jul 2025.