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

Spectrum Wealth Counsel’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	$367K	Hold	4,411	–	–	0.04%	102
2024 Q4	$401K	Hold	4,411	–	–	0.05%	98
2024 Q3	$406K	Hold	4,411	–	–	0.05%	100
2024 Q2	$389K	Sell	4,411 -325	-7%	-$28.7K	0.05%	97
2024 Q1	$432K	Sell	4,736 -100	-2%	-$8.34K	0.05%	106
2023 Q4	$383K	Buy	+4,836	New	+$355K	0.05%	105

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

Spectrum Wealth Counsel's IJK Position: Q1 2025 in Review

Spectrum Wealth Counsel held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q1 2025 at 4,411 shares worth $367K. The position accounts for 0.04% of the portfolio, ranked #102.

Spectrum Wealth Counsel first reported a position in IJK in Q4 2023 and has held it in 6 quarters since. The position peaked at $432K in Q1 2024. 852 funds tracked by Wall St. Rank hold IJK as of Q1 2025.

Spectrum Wealth Counsel held 4,411 shares of iShares S&P Mid-Cap 400 Growth ETF worth $367K as of Q1 2025.
Spectrum Wealth Counsel left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q1 2025.
iShares S&P Mid-Cap 400 Growth ETF made up 0.04% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #102 holding.
Spectrum Wealth Counsel first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2023 and has held it in 6 quarters since.
Spectrum Wealth Counsel's iShares S&P Mid-Cap 400 Growth ETF position peaked at $432K in Q1 2024.
852 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.