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

Tucker Asset 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 Q3	–	Sell	-123	Closed	-$11.2K	–	327
2025 Q2	$11.2K	Buy	+123	New	+$10.5K	﹤0.01%	217
2025 Q1	–	Sell	-60	Closed	-$5.46K	–	610
2024 Q4	$5.46K	Sell	60 -242	-80%	-$22.8K	﹤0.01%	951
2024 Q3	$27.8K	Buy	+302	New	+$27K	0.01%	449
2024 Q2	–	Sell	-45	Closed	-$4.11K	–	1729
2024 Q1	$4.11K	Buy	+45	New	+$3.75K	﹤0.01%	1146
2023 Q4	–	Sell	-35	Closed	-$2.53K	–	1510
2023 Q3	$2.53K	Buy	+35	New	+$2.64K	﹤0.01%	987

Other funds holding IJK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B 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 New York $761B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B 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 $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return