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

Smith Shellnut Wilson’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 		$2.21M Sell
23,028
-308
-1% -$29K 0.85% 26
2025
Q2 		$2.12M Sell
23,336
-9,891
-30% -$847K 0.92% 26
2025
Q1 		$2.77M Buy
33,227
+276
+0.8% +$24.9K 1.27% 18
2024
Q4 		$3M Buy
32,951
+55
+0.2% +$5.18K 1.33% 17
2024
Q3 		$3.02M Sell
32,896
-305
-0.9% -$27.3K 1.37% 16
2024
Q2 		$2.93M Sell
33,201
-771
-2% -$68.1K 1.42% 16
2024
Q1 		$3.1M Sell
33,972
-1,092
-3% -$91.1K 1.64% 15
2023
Q4 		$2.78M Sell
35,064
-723
-2% -$53K 1.59% 18
2023
Q3 		$2.59M Sell
35,787
-432
-1% -$32.6K 1.58% 18
2023
Q2 		$2.72M Sell
36,219
-314
-0.9% -$22.4K 1.53% 18
2023
Q1 		$2.61M Sell
36,533
-8
-0% -$571 1.59% 20
2022
Q4 		$2.5M Buy
+36,541
New +$2.51M 1.54% 21
2022
Q3 		– Sell
-38,487
Closed -$2.66M – 20
2022
Q2 		$2.45M Sell
38,487
-597
-2% -$41.9K 1.52% 20
2022
Q1 		$3.02M Sell
39,084
-3,327
-8% -$257K 1.58% 17
2021
Q4 		$3.62M Buy
42,411
+566
+1% +$47.5K 1.79% 16
2021
Q3 		$3.31M Sell
41,845
-3,644
-8% -$296K 1.92% 11
2021
Q2 		$3.68M Sell
45,489
-180
-0.4% -$14.4K 2.14% 11
2021
Q1 		$3.58M Sell
45,669
-2,591
-5% -$200K 2.18% 11
2020
Q4 		$3.48M Buy
48,260
+36,400
+307% +$2.43M 2.08% 15
2020
Q3 		$12.4K Sell
11,860
-38,268
-76% -$2.28M 4.63% 6
2020
Q2 		$2.81M Sell
50,128
-120
-0.2% -$6.23K 2.01% 15
2020
Q1 		$2.24M Buy
50,248
+224
+0.4% +$12.3K 1.88% 16
2019
Q4 		$2.98M Buy
50,024
+260
+0.5% +$14.9K 1.98% 14
2019
Q3 		$2.79M Buy
49,764
+60
+0.1% +$3.37K 2.06% 14
2019
Q2 		$2.81M Buy
49,704
+404
+0.8% +$22.4K 2.11% 13
2019
Q1 		$2.7M Buy
+49,300
New +$2.6M 2.14% 15

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

Smith Shellnut Wilson's IJK Position: Q3 2025 in Review

Smith Shellnut Wilson reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 1.3% in Q3 2025, selling an estimated $29K and leaving 23,028 shares worth $2.21M. The position accounts for 0.85% of the portfolio, ranked #26.

Smith Shellnut Wilson first reported a position in IJK in Q1 2019 and has held it in 26 quarters since. The position peaked at $3.68M in Q2 2021. 881 funds tracked by Wall St. Rank hold IJK as of Q3 2025.

  • Smith Shellnut Wilson held 23,028 shares of iShares S&P Mid-Cap 400 Growth ETF worth $2.21M as of Q3 2025.
  • Smith Shellnut Wilson sold 308 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2025, an estimated $29K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.85% of Smith Shellnut Wilson's portfolio in Q3 2025, its #26 holding.
  • Smith Shellnut Wilson first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2019 and has held it in 26 quarters since.
  • Smith Shellnut Wilson's iShares S&P Mid-Cap 400 Growth ETF position peaked at $3.68M in Q2 2021.
  • 881 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2025.

Based on Smith Shellnut Wilson's 13F filing for Q3 2025, filed 27 Oct 2025.