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

Stratos Wealth Advisors’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 Q4	–	Sell	-3,634	Closed	-$348K	–	676
2025 Q3	$348K	Buy	3,634 +2	+0.1%	+$188	0.02%	521
2025 Q2	$331K	Buy	3,632 +1	+0%	+$86	0.02%	526
2025 Q1	$302K	Buy	3,631 +1	+0%	+$90	0.02%	550
2024 Q4	$330K	Sell	3,630 -12,263	-77%	-$1.15M	0.02%	564
2024 Q3	$1.46M	Buy	15,893 +12,267	+338%	+$1.1M	0.07%	293
2024 Q2	$320K	Sell	3,626 -517	-12%	-$45.7K	0.02%	562
2024 Q1	$378K	Buy	4,143 +2	+0%	+$167	0.02%	516
2023 Q4	$328K	Buy	+4,141	New	+$304K	0.02%	535
2021 Q3	–	Sell	-4,748	Closed	-$384K	–	533
2021 Q2	$384K	Hold	4,748	–	–	0.03%	398
2021 Q1	$372K	Buy	+4,748	New	+$366K	0.04%	358

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stratos Wealth Advisors's IJK Position: Q4 2025 in Review

Stratos Wealth Advisors sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q4 2025, closing a stake of 3,634 shares — an estimated $348K sold.

Stratos Wealth Advisors first reported a position in IJK in Q1 2021 and held it in 10 quarters. The position peaked at $1.46M in Q3 2024. 919 funds tracked by Wall St. Rank hold IJK as of Q4 2025.

Stratos Wealth Advisors reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q4 2025 after selling out during the quarter.
Stratos Wealth Advisors sold 3,634 iShares S&P Mid-Cap 400 Growth ETF shares in Q4 2025, an estimated $348K.
Stratos Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2021 and held it in 10 quarters.
Stratos Wealth Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $1.46M in Q3 2024.
919 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2025.

Based on Stratos Wealth Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.