Transamerica Financial Advisors’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Transamerica Financial Advisors’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	-67	Closed	-$6.34K	–	1871
2025 Q3	$6.34K	Buy	+67	New	+$6.31K	﹤0.01%	820
2016 Q1	–	Sell	-16,076	Closed	-$647K	–	805
2015 Q4	$647K	Buy	16,076 +4,716	+42%	+$193K	0.05%	209
2015 Q3	$447K	Sell	11,360 -98,980	-90%	-$4.13M	0.04%	213
2015 Q2	$4.68M	Buy	110,340 +82,620	+298%	+$3.54M	0.34%	56
2015 Q1	$1.19M	Buy	+27,720	New	+$1.15M	0.08%	160

Other funds holding IJK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Transamerica Financial Advisors's IJK Position: Q4 2025 in Review

Transamerica Financial Advisors sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q4 2025, closing a stake of 67 shares — an estimated $6.34K sold.

Transamerica Financial Advisors first reported a position in IJK in Q1 2015 and held it in 5 quarters. The position peaked at $4.68M in Q2 2015. 920 funds tracked by Wall St. Rank hold IJK as of Q4 2025.

Transamerica Financial Advisors reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q4 2025 after selling out during the quarter.
Transamerica Financial Advisors sold 67 iShares S&P Mid-Cap 400 Growth ETF shares in Q4 2025, an estimated $6.34K.
Transamerica Financial Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2015 and held it in 5 quarters.
Transamerica Financial Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $4.68M in Q2 2015.
920 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2025.

Based on Transamerica Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.