TFG Advisers’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

TFG Advisers’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 Q2	$208K	Buy	+2,292	New	+$196K	0.07%	204
2025 Q1	–	Sell	-2,350	Closed	-$214K	–	210
2024 Q4	$214K	Buy	2,350 +4	+0.2%	+$377	0.08%	200
2024 Q3	$216K	Sell	2,346 -24	-1%	-$2.15K	0.08%	198
2024 Q2	$209K	Buy	2,370 +2	+0.1%	+$177	0.08%	191
2024 Q1	$216K	Buy	+2,368	New	+$198K	0.08%	196
2023 Q4	–	Sell	-2,830	Closed	-$204K	–	204
2023 Q3	$204K	Hold	2,830	–	–	0.1%	189
2023 Q2	$212K	Buy	2,830 +4	+0.1%	+$286	0.1%	190
2023 Q1	$202K	Buy	+2,826	New	+$202K	0.1%	191
2022 Q2	–	Sell	-2,907	Closed	-$225K	–	201
2022 Q1	$225K	Sell	2,907 -19	-0.6%	-$1.47K	0.1%	190
2021 Q4	$249K	Sell	2,926 -119	-4%	-$9.98K	0.11%	188
2021 Q3	$241K	Sell	3,045 -58	-2%	-$4.71K	0.12%	180
2021 Q2	$251K	Buy	3,103 +40	+1%	+$3.21K	0.12%	172
2021 Q1	$240K	Buy	3,063 +162	+6%	+$12.5K	0.12%	167
2020 Q4	$209K	Buy	+2,901	New	+$193K	0.11%	175
2020 Q1	–	Sell	-2,404	Closed	-$143K	–	287
2019 Q4	$143K	Buy	+2,404	New	+$138K	0.08%	189

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

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 $377B AUM 19.32% 1-Year Est. Return

TFG Advisers's IJK Position: Q2 2025 in Review

TFG Advisers opened a new position in iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2025: 2,292 shares worth $208K. The stake represents 0.07% of the portfolio and ranks #204 among its holdings. This is a return to the name: TFG Advisers previously reported a position in IJK as recently as Q4 2024.

TFG Advisers first reported a position in IJK in Q4 2019 and has held it in 15 quarters since. The position peaked at $251K in Q2 2021. 867 funds tracked by Wall St. Rank hold IJK as of Q2 2025.

TFG Advisers held 2,292 shares of iShares S&P Mid-Cap 400 Growth ETF worth $208K as of Q2 2025.
iShares S&P Mid-Cap 400 Growth ETF was a new TFG Advisers position in Q2 2025.
iShares S&P Mid-Cap 400 Growth ETF made up 0.07% of TFG Advisers's portfolio in Q2 2025, its #204 holding.
TFG Advisers first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2019 and has held it in 15 quarters since.
TFG Advisers's iShares S&P Mid-Cap 400 Growth ETF position peaked at $251K in Q2 2021.
867 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2025.

Based on TFG Advisers's 13F filing for Q2 2025, filed 21 Jul 2025.