Vertex Planning Partners’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Vertex Planning Partners’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	-4,272	Closed	-$410K	–	155
2025 Q3	$410K	Hold	4,272	–	–	0.08%	131
2025 Q2	$389K	Hold	4,272	–	–	0.08%	126
2025 Q1	$356K	Hold	4,272	–	–	0.08%	128
2024 Q4	$388K	Hold	4,272	–	–	0.09%	126
2024 Q3	$393K	Hold	4,272	–	–	0.09%	109
2024 Q2	$376K	Hold	4,272	–	–	0.1%	106
2024 Q1	$390K	Hold	4,272	–	–	0.11%	107
2023 Q4	$338K	Hold	4,272	–	–	0.1%	111
2023 Q3	$309K	Hold	4,272	–	–	0.11%	103
2023 Q2	$320K	Hold	4,272	–	–	0.11%	95
2023 Q1	$305K	Hold	4,272	–	–	0.12%	89
2022 Q4	$292K	Buy	+4,272	New	+$294K	0.11%	109

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Vertex Planning Partners's IJK Position: Q4 2025 in Review

Vertex Planning Partners sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q4 2025, closing a stake of 4,272 shares — an estimated $410K sold.

Vertex Planning Partners first reported a position in IJK in Q4 2022 and held it in 12 quarters. The position peaked at $410K in Q3 2025. 918 funds tracked by Wall St. Rank hold IJK as of Q4 2025.

Vertex Planning Partners reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q4 2025 after selling out during the quarter.
Vertex Planning Partners sold 4,272 iShares S&P Mid-Cap 400 Growth ETF shares in Q4 2025, an estimated $410K.
Vertex Planning Partners first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2022 and held it in 12 quarters.
Vertex Planning Partners's iShares S&P Mid-Cap 400 Growth ETF position peaked at $410K in Q3 2025.
918 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2025.

Based on Vertex Planning Partners's 13F filing for Q4 2025, filed 17 Feb 2026.