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

Tradewinds Capital 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 Q2	–	Sell	-166	Closed	-$13.8K	–	670
2025 Q1	$13.8K	Hold	166	–	–	﹤0.01%	324
2024 Q4	$15.1K	Hold	166	–	–	﹤0.01%	326
2024 Q3	$15.3K	Hold	166	–	–	﹤0.01%	301
2024 Q2	$14.6K	Buy	+166	New	+$14.7K	﹤0.01%	293
2022 Q2	–	Sell	-52	Closed	-$4K	–	587
2022 Q1	$4K	Hold	52	–	–	﹤0.01%	596
2021 Q4	$4K	Hold	52	–	–	﹤0.01%	607
2021 Q3	$4K	Hold	52	–	–	﹤0.01%	587
2021 Q2	$4K	Hold	52	–	–	﹤0.01%	598
2021 Q1	$4K	Hold	52	–	–	﹤0.01%	568
2020 Q4	$4K	Hold	52	–	–	﹤0.01%	529
2020 Q3	$3K	Hold	52	–	–	﹤0.01%	538
2020 Q2	$3K	Hold	52	–	–	﹤0.01%	529
2020 Q1	$2K	Hold	52	–	–	﹤0.01%	551
2019 Q4	$3K	Buy	+52	New	+$2.98K	﹤0.01%	555
2015 Q3	–	Sell	-1,128	Closed	-$48K	–	672
2015 Q2	$48K	Buy	+1,128	New	+$48.3K	0.03%	234

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

Tradewinds Capital Management's IJK Position: Q2 2025 in Review

Tradewinds Capital Management sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2025, closing a stake of 166 shares — an estimated $13.8K sold.

Tradewinds Capital Management first reported a position in IJK in Q2 2015 and held it in 15 quarters. The position peaked at $48K in Q2 2015. 867 funds tracked by Wall St. Rank hold IJK as of Q2 2025.

Tradewinds Capital Management reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2025 after selling out during the quarter.
Tradewinds Capital Management sold 166 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2025, an estimated $13.8K.
Tradewinds Capital Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2015 and held it in 15 quarters.
Tradewinds Capital Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $48K in Q2 2015.
867 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2025.

Based on Tradewinds Capital Management's 13F filing for Q2 2025, filed 29 Jul 2025.