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

Van Hulzen 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 Q1	–	Sell	-114	Closed	-$10.4K	–	673
2024 Q4	$10.4K	Buy	+114	New	+$10.7K	﹤0.01%	771
2018 Q2	–	Sell	-4,216	Closed	-$230K	–	207
2018 Q1	$230K	Buy	4,216 +180	+4%	+$9.95K	0.07%	172
2017 Q4	$218K	Buy	+4,036	New	+$213K	0.07%	189

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

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Van Hulzen Asset Management's IJK Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2025, closing a stake of 114 shares — an estimated $10.4K sold.

Van Hulzen Asset Management first reported a position in IJK in Q4 2017 and held it in 3 quarters. The position peaked at $230K in Q1 2018. 852 funds tracked by Wall St. Rank hold IJK as of Q1 2025.

Van Hulzen Asset Management reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2025 after selling out during the quarter.
Van Hulzen Asset Management sold 114 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2025, an estimated $10.4K.
Van Hulzen Asset Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2017 and held it in 3 quarters.
Van Hulzen Asset Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $230K in Q1 2018.
852 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.