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The Family Firm’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

The Family Firm’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 		$1.51M Buy
16,624
+104
+0.6% +$8.91K 0.36% 62
2025
Q1 		$1.38M Buy
16,520
+747
+5% +$67.3K 0.31% 67
2024
Q4 		$1.43M Sell
15,773
-617
-4% -$58.1K 0.32% 63
2024
Q3 		$1.51M Buy
16,390
+1,946
+13% +$174K 0.33% 62
2024
Q2 		$1.27M Buy
14,444
+23
+0.2% +$2.03K 0.28% 66
2024
Q1 		$1.32M Sell
14,421
-355
-2% -$29.6K 0.32% 63
2023
Q4 		$1.17M Buy
14,776
+104
+0.7% +$7.63K 0.3% 64
2023
Q3 		$1.06M Sell
14,672
-130
-0.9% -$9.8K 0.3% 64
2023
Q2 		$1.11M Sell
14,802
-286
-2% -$20.4K 0.29% 65
2023
Q1 		$1.08M Buy
15,088
+41
+0.3% +$2.93K 0.3% 66
2022
Q4 		$1.03M Buy
15,047
+704
+5% +$48.4K 0.3% 70
2022
Q3 		$904K Sell
14,343
-254
-2% -$17.5K 0.29% 68
2022
Q2 		$930K Buy
14,597
+35
+0.2% +$2.46K 0.27% 71
2022
Q1 		$1.13M Buy
14,562
+618
+4% +$47.8K 0.29% 69
2021
Q4 		$1.19M Sell
13,944
-622
-4% -$52.2K 0.31% 64
2021
Q3 		$1.21M Buy
14,566
+705
+5% +$57.2K 0.32% 66
2021
Q2 		$1.12M Sell
13,861
-346
-2% -$27.8K 0.31% 66
2021
Q1 		$1.11M Hold
14,207
– – 0.32% 60
2020
Q4 		$1.08M Sell
14,207
-6,189
-30% -$413K 0.32% 59
2020
Q3 		$1.22M Sell
20,396
-540
-3% -$32.1K 0.44% 45
2020
Q2 		$1.17M Buy
20,936
+64
+0.3% +$3.32K 0.44% 46
2020
Q1 		$931K Hold
20,872
– – 0.4% 52
2019
Q4 		$1.24M Sell
20,872
-948
-4% -$54.3K 0.42% 52
2019
Q3 		$1.22M Sell
21,820
-4,932
-18% -$277K 0.43% 47
2019
Q2 		$1.51M Sell
26,752
-376
-1% -$20.9K 0.53% 41
2019
Q1 		$1.49M Buy
27,128
+36
+0.1% +$1.9K 0.54% 41
2018
Q4 		$1.29M Buy
27,092
+11,428
+73% +$598K 0.52% 42
2018
Q3 		$912K Buy
15,664
+32
+0.2% +$1.86K 0.33% 57
2018
Q2 		$878K Hold
15,632
– – 0.33% 53
2018
Q1 		$853K Sell
15,632
-504
-3% -$27.9K 0.33% 53
2017
Q4 		$871K Buy
16,136
+76
+0.5% +$4.01K 0.35% 51
2017
Q3 		$812K Buy
16,060
+700
+5% +$34.5K 0.34% 53
2017
Q2 		$755K Buy
15,360
+136
+0.9% +$6.61K 0.33% 55
2017
Q1 		$727K Buy
15,224
+24
+0.2% +$1.13K 0.35% 50
2016
Q4 		$692K Buy
15,200
+1,164
+8% +$51.2K 0.33% 54
2016
Q3 		$613K Hold
14,036
– – 0.29% 57
2016
Q2 		$593K Buy
14,036
+32
+0.2% +$1.33K 0.29% 55
2016
Q1 		$569K Buy
14,004
+72
+0.5% +$2.75K 0.29% 57
2015
Q4 		$561K Buy
13,932
+32
+0.2% +$1.31K 0.3% 59
2015
Q3 		$546K Buy
13,900
+24
+0.2% +$1K 0.3% 58
2015
Q2 		$588K Buy
13,876
+28
+0.2% +$1.2K 0.3% 55
2015
Q1 		$594K Buy
13,848
+36
+0.3% +$1.49K 0.3% 51
2014
Q4 		$551K Buy
+13,812
New +$536K 0.29% 52

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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

The Family Firm's IJK Position: Q2 2025 in Review

The Family Firm increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.63% in Q2 2025, buying an estimated $8.91K and bringing the position to 16,624 shares worth $1.51M. The position accounts for 0.36% of the portfolio, ranked #62.

The Family Firm first reported a position in IJK in Q4 2014 and has held it in 43 quarters since. The position peaked at $1.51M in Q2 2019. 868 funds tracked by Wall St. Rank hold IJK as of Q2 2025.

  • The Family Firm held 16,624 shares of iShares S&P Mid-Cap 400 Growth ETF worth $1.51M as of Q2 2025.
  • The Family Firm bought 104 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2025, an estimated $8.91K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.36% of The Family Firm's portfolio in Q2 2025, its #62 holding.
  • The Family Firm first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2014 and has held it in 43 quarters since.
  • The Family Firm's iShares S&P Mid-Cap 400 Growth ETF position peaked at $1.51M in Q2 2019.
  • 868 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.