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

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 $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stephens Consulting's IJK Position: Q3 2025 in Review

Stephens Consulting sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2025, closing a stake of 136 shares — an estimated $12.4K sold.

Stephens Consulting first reported a position in IJK in Q4 2021 and held it in 15 quarters. The position peaked at $12.5K in Q3 2024. 883 funds tracked by Wall St. Rank hold IJK as of Q3 2025.

Stephens Consulting reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q3 2025 after selling out during the quarter.
Stephens Consulting sold 136 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2025, an estimated $12.4K.
Stephens Consulting first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2021 and held it in 15 quarters.
Stephens Consulting's iShares S&P Mid-Cap 400 Growth ETF position peaked at $12.5K in Q3 2024.
883 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.