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

Smith Anglin Financial’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	$340K	Sell	3,742 -497	-12%	-$42.6K	0.03%	151
2025 Q1	$353K	Sell	4,239 -325	-7%	-$29.3K	0.04%	149
2024 Q4	$415K	Sell	4,564 -813	-15%	-$76.6K	0.04%	133
2024 Q3	$494K	Sell	5,377 -325	-6%	-$29.1K	0.05%	117
2024 Q2	$502K	Sell	5,702 -2,372	-29%	-$210K	0.05%	108
2024 Q1	$737K	Sell	8,074 -3,237	-29%	-$270K	0.08%	88
2023 Q4	$896K	Sell	11,311 -535,030	-98%	-$39.3M	0.1%	75
2023 Q3	$39.5M	Buy	546,341 +16,761	+3%	+$1.26M	4.8%	5
2023 Q2	$39.7M	Buy	529,580 +496,863	+1,519%	+$35.5M	4.82%	5
2023 Q1	$2.34M	Buy	32,717 +8,046	+33%	+$575K	0.35%	37
2022 Q4	$1.69M	Buy	24,671 +12,797	+108%	+$880K	0.32%	36
2022 Q3	$748K	Buy	+11,874	New	+$820K	0.16%	58
2022 Q1	–	Sell	-148,671	Closed	-$12.7M	–	147
2021 Q4	$12.7M	Buy	148,671 +23,532	+19%	+$1.97M	2.16%	16
2021 Q3	$9.91M	Sell	125,139 -5,878	-4%	-$477K	1.93%	18
2021 Q2	$10.6M	Buy	131,017 +12,890	+11%	+$1.03M	2.04%	15
2021 Q1	$9.26M	Buy	118,127 +12,120	+11%	+$934K	2%	16
2020 Q4	$7.66M	Buy	+106,007	New	+$7.07M	1.37%	24

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

Smith Anglin Financial's IJK Position: Q2 2025 in Review

Smith Anglin Financial reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 12% in Q2 2025, selling an estimated $42.6K and leaving 3,742 shares worth $340K. The position accounts for 0.03% of the portfolio, ranked #151.

Smith Anglin Financial first reported a position in IJK in Q4 2020 and has held it in 17 quarters since. The position peaked at $39.7M in Q2 2023. 867 funds tracked by Wall St. Rank hold IJK as of Q2 2025.

Smith Anglin Financial held 3,742 shares of iShares S&P Mid-Cap 400 Growth ETF worth $340K as of Q2 2025.
Smith Anglin Financial sold 497 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2025, an estimated $42.6K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.03% of Smith Anglin Financial's portfolio in Q2 2025, its #151 holding.
Smith Anglin Financial first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2020 and has held it in 17 quarters since.
Smith Anglin Financial's iShares S&P Mid-Cap 400 Growth ETF position peaked at $39.7M in Q2 2023.
867 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2025.

Based on Smith Anglin Financial's 13F filing for Q2 2025, filed 17 Jul 2025.