Wealthstream Advisors’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Wealthstream Advisors’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	$384K	Sell	4,000 -1,611	-29%	-$152K	0.06%	107
2025 Q2	$510K	Sell	5,611 -90	-2%	-$7.71K	0.08%	81
2025 Q1	$475K	Hold	5,701	–	–	0.09%	80
2024 Q4	$518K	Sell	5,701 -41	-0.7%	-$3.86K	0.1%	77
2024 Q3	$528K	Sell	5,742 -90	-2%	-$8.05K	0.1%	77
2024 Q2	$514K	Sell	5,832 -376	-6%	-$33.2K	0.19%	71
2024 Q1	$566K	Hold	6,208	–	–	0.22%	66
2023 Q4	$492K	Hold	6,208	–	–	0.2%	68
2023 Q3	$448K	Hold	6,208	–	–	0.23%	57
2023 Q2	$466K	Hold	6,208	–	–	0.24%	53
2023 Q1	$444K	Hold	6,208	–	–	0.27%	46
2022 Q4	$424K	Hold	6,208	–	–	0.28%	47
2022 Q3	$391K	Hold	6,208	–	–	0.42%	40
2022 Q2	$396K	Hold	6,208	–	–	0.4%	36
2022 Q1	$480K	Hold	6,208	–	–	0.42%	35
2021 Q4	$529K	Buy	+6,208	New	+$521K	0.45%	33

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

Wealthstream Advisors's IJK Position: Q3 2025 in Review

Wealthstream Advisors reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 29% in Q3 2025, selling an estimated $152K and leaving 4,000 shares worth $384K. The position accounts for 0.06% of the portfolio, ranked #107.

Wealthstream Advisors first reported a position in IJK in Q4 2021 and has held it in 16 quarters since. The position peaked at $566K in Q1 2024. 881 funds tracked by Wall St. Rank hold IJK as of Q3 2025.

Wealthstream Advisors held 4,000 shares of iShares S&P Mid-Cap 400 Growth ETF worth $384K as of Q3 2025.
Wealthstream Advisors sold 1,611 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2025, an estimated $152K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.06% of Wealthstream Advisors's portfolio in Q3 2025, its #107 holding.
Wealthstream Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2021 and has held it in 16 quarters since.
Wealthstream Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $566K in Q1 2024.
881 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.