von Borstel & Associates’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

von Borstel & Associates’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 Q2	–	Sell	-240	Closed	-$19K	–	80
2025 Q1	$19K	Buy	+240	New	+$21.6K	0.01%	116

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

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

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

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

von Borstel & Associates's IJK Position: Q2 2025 in Review

von Borstel & Associates sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2025, closing a stake of 240 shares — an estimated $19K sold.

von Borstel & Associates first reported a position in IJK in Q1 2025 and held it in 1 quarter. The position peaked at $19K in Q1 2025. 867 funds tracked by Wall St. Rank hold IJK as of Q2 2025.

von Borstel & Associates reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2025 after selling out during the quarter.
von Borstel & Associates sold 240 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2025, an estimated $19K.
von Borstel & Associates first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2025 and held it in 1 quarter.
von Borstel & Associates's iShares S&P Mid-Cap 400 Growth ETF position peaked at $19K in Q1 2025.
867 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2025.

Based on von Borstel & Associates's 13F filing for Q2 2025, filed 11 Aug 2025.