TWP
IJK icon

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

Total Wealth Planning’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
-4,134
Closed -$396K – 63
2025
Q3 		$396K Buy
4,134
+1
+0% +$94 0.05% 87
2025
Q2 		$376K Buy
4,133
+1
+0% +$86 0.05% 84
2025
Q1 		$344K Buy
4,132
+1
+0% +$90 0.05% 72
2024
Q4 		$376K Sell
4,131
-29
-0.7% -$2.73K 0.06% 71
2024
Q3 		$382K Buy
4,160
+2
+0% +$179 0.06% 71
2024
Q2 		$389K Sell
4,158
-27
-0.6% -$2.39K 0.06% 71
2024
Q1 		$382K Sell
4,185
-106
-2% -$8.84K 0.07% 74
2023
Q4 		$340K Buy
4,291
+5
+0.1% +$367 0.06% 75
2023
Q3 		$310K Sell
4,286
-304
-7% -$22.9K 0.06% 74
2023
Q2 		$344K Sell
4,590
-92
-2% -$6.57K 0.07% 71
2023
Q1 		$335K Sell
4,682
-25
-0.5% -$1.79K 0.07% 71
2022
Q4 		$321K Sell
4,707
-176
-4% -$12.1K 0.08% 69
2022
Q3 		$308K Hold
4,883
– – 0.09% 69
2022
Q2 		$311K Buy
4,883
+2
+0% +$140 0.09% 70
2022
Q1 		$377K Buy
4,881
+3,839
+368% +$297K 0.1% 62
2021
Q4 		$228K Sell
1,042
-2,950
-74% -$247K 0.14% 32
2021
Q3 		$316K Hold
3,992
– – 0.11% 39
2021
Q2 		$323K Buy
3,992
+2
+0.1% +$161 0.13% 38
2021
Q1 		$313K Hold
3,990
– – 0.13% 36
2020
Q4 		$288K Sell
3,990
-2
-0.1% -$133 0.13% 38
2020
Q3 		$239K Sell
3,992
-188
-4% -$11.2K 0.12% 38
2020
Q2 		$234K Buy
+4,180
New +$217K 0.13% 35
2020
Q1 		– Sell
-4,176
Closed -$249K – 35
2019
Q4 		$249K Buy
4,176
+4
+0.1% +$229 0.13% 32
2019
Q3 		$233K Hold
4,172
– – 0.13% 32
2019
Q2 		$236K Buy
4,172
+4
+0.1% +$222 0.14% 32
2019
Q1 		$228K Buy
+4,168
New +$220K 0.14% 32

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Total Wealth Planning's IJK Position: Q4 2025 in Review

Total Wealth Planning sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q4 2025, closing a stake of 4,134 shares — an estimated $396K sold.

Total Wealth Planning first reported a position in IJK in Q1 2019 and held it in 26 quarters. The position peaked at $396K in Q3 2025. 918 funds tracked by Wall St. Rank hold IJK as of Q4 2025.

  • Total Wealth Planning reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Total Wealth Planning sold 4,134 iShares S&P Mid-Cap 400 Growth ETF shares in Q4 2025, an estimated $396K.
  • Total Wealth Planning first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2019 and held it in 26 quarters.
  • Total Wealth Planning's iShares S&P Mid-Cap 400 Growth ETF position peaked at $396K in Q3 2025.
  • 918 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2025.

Based on Total Wealth Planning's 13F filing for Q4 2025, filed 13 Feb 2026.