Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
SC
Stephens Consulting’s
iShares S&P Mid-Cap 400 Growth ETF
IJK
Stock Holding History
Stephens Consulting’s Portfolio
IJK Stock Details
IJK Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q3
–
Sell
-136
Closed
-$12.4K
–
757
2025
Q2
$12.4K
Hold
136
–
–
﹤0.01%
310
2025
Q1
$11.3K
Hold
136
–
–
﹤0.01%
313
2024
Q4
$12.4K
Hold
136
–
–
﹤0.01%
325
2024
Q3
$12.5K
Hold
136
–
–
﹤0.01%
314
2024
Q2
$12K
Hold
136
–
–
﹤0.01%
318
2024
Q1
$12.4K
Hold
136
–
–
﹤0.01%
291
2023
Q4
$10.8K
Hold
136
–
–
﹤0.01%
308
2023
Q3
$9.82K
Hold
136
–
–
﹤0.01%
311
2023
Q2
$10.2K
Hold
136
–
–
﹤0.01%
306
2023
Q1
$9.73K
Hold
136
–
–
0.01%
321
2022
Q4
$9.29K
Hold
136
–
–
0.01%
308
2022
Q3
$8.57K
Hold
136
–
–
0.01%
355
2022
Q2
$8.67K
Hold
136
–
–
0.01%
345
2022
Q1
$10.5K
Hold
136
–
–
0.01%
345
2021
Q4
$11.6K
Buy
+136
New
+$11.4K
0.01%
377
Other funds holding IJK
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B 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
$761B AUM
31.28%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B 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
$376B AUM
19.32%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close