SAM
IJK icon

Synergy Asset Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Synergy Asset Management’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 		– Sell
-23,529
Closed -$2.15M – 432
2024
Q4 		$2.15M Buy
23,529
+15,658
+199% +$1.47M 0.17% 80
2024
Q3 		$724K Buy
+7,871
New +$704K 0.11% 88

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
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Synergy Asset Management's IJK Position: Q1 2025 in Review

Synergy Asset Management sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2025, closing a stake of 23,529 shares — an estimated $2.15M sold.

Synergy Asset Management first reported a position in IJK in Q3 2024 and held it in 2 quarters. The position peaked at $2.15M in Q4 2024. 852 funds tracked by Wall St. Rank hold IJK as of Q1 2025.

  • Synergy Asset Management reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 23,529 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2025, an estimated $2.15M.
  • Synergy Asset Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2024 and held it in 2 quarters.
  • Synergy Asset Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $2.15M in Q4 2024.
  • 852 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.