TWM
IJK icon

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

Tripletail Wealth 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
Q4 		– Sell
-13
Closed -$1.26K – 303
2025
Q3 		$1.26K Buy
+13
New +$1.23K ﹤0.01% 322

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

Tripletail Wealth Management's IJK Position: Q4 2025 in Review

Tripletail Wealth Management sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q4 2025, closing a stake of 13 shares — an estimated $1.26K sold.

Tripletail Wealth Management first reported a position in IJK in Q3 2025 and held it in 1 quarter. The position peaked at $1.26K in Q3 2025. 919 funds tracked by Wall St. Rank hold IJK as of Q4 2025.

  • Tripletail Wealth Management reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Tripletail Wealth Management sold 13 iShares S&P Mid-Cap 400 Growth ETF shares in Q4 2025, an estimated $1.26K.
  • Tripletail Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2025 and held it in 1 quarter.
  • Tripletail Wealth Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $1.26K in Q3 2025.
  • 919 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2025.

Based on Tripletail Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.