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

Allium Financial 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
2026 Q1	$487K	Hold	4,838	–	–	0.39%	37
2025 Q4	$469K	Hold	4,838	–	–	0.37%	38
2025 Q3	$464K	Hold	4,838	–	–	0.38%	40
2025 Q2	$440K	Hold	4,838	–	–	0.38%	42
2025 Q1	$403K	Buy	+4,838	New	+$436K	0.37%	46

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

Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Allium Financial Advisors's IJK Position: Q1 2026 in Review

Allium Financial Advisors held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q1 2026 at 4,838 shares worth $487K. The position accounts for 0.39% of the portfolio, ranked #37.

Allium Financial Advisors first reported a position in IJK in Q1 2025 and has held it in 5 quarters since. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

Allium Financial Advisors held 4,838 shares of iShares S&P Mid-Cap 400 Growth ETF worth $487K as of Q1 2026.
Allium Financial Advisors left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q1 2026.
iShares S&P Mid-Cap 400 Growth ETF made up 0.39% of Allium Financial Advisors's portfolio in Q1 2026, its #37 holding.
Allium Financial Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2025 and has held it in 5 quarters since.
932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Allium Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.