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

Arax Advisory 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
2026 Q1	$17.9M	Sell	177,634 -12,528	-7%	-$1.29M	0.5%	45
2025 Q4	$18.4M	Buy	+190,162	New	+$18.3M	0.54%	50
2025 Q3	–	Sell	-207,986	Closed	-$18.9M	–	3941
2025 Q2	$18.9M	Buy	207,986 +202,384	+3,613%	+$17.3M	0.87%	34
2025 Q1	$467K	Buy	5,602 +8	+0.1%	+$721	0.03%	329
2024 Q4	$509K	Sell	5,594 -120	-2%	-$11.3K	0.03%	297
2024 Q3	$525K	Sell	5,714 -13,920	-71%	-$1.24M	0.05%	197
2024 Q2	$1.73M	Buy	19,634 +10,849	+123%	+$959K	0.17%	75
2024 Q1	$802K	Buy	8,785 +9	+0.1%	+$751	0.08%	123
2023 Q4	$695K	Sell	8,776 -277,162	-97%	-$20.3M	0.08%	129
2023 Q3	$20.7M	Sell	285,938 -10,603	-4%	-$799K	2.57%	10
2023 Q2	$22.2M	Sell	296,541 -17,854	-6%	-$1.27M	2.84%	9
2023 Q1	$22.5M	Sell	314,395 -8,778	-3%	-$627K	2.98%	7
2022 Q4	$22.1M	Buy	323,173 +322,424	+43,047%	+$22.2M	3.05%	8
2022 Q3	$47K	Hold	749	–	–	0.01%	441
2022 Q2	$48K	Sell	749 -224,303	-100%	-$15.8M	0.01%	427
2022 Q1	$17.4M	Sell	225,052 -254,562	-53%	-$19.7M	2.32%	14
2021 Q4	$40.9M	Buy	479,614 +10,925	+2%	+$916K	5.19%	5
2021 Q3	$37.1M	Buy	468,689 +21,500	+5%	+$1.75M	5.08%	5
2021 Q2	$36.2M	Buy	+447,189	New	+$35.9M	4.93%	5
2020 Q4	$62K	Sell	864 -144	-14%	-$9.6K	0.01%	378
2020 Q3	$60K	Buy	1,008 +4	+0.4%	+$238	0.01%	352
2020 Q2	$56K	Buy	1,004 +4	+0.4%	+$208	0.01%	345
2020 Q1	$45K	Sell	1,000 -836	-46%	-$46K	0.01%	364
2019 Q4	$109K	Buy	1,836 +12	+0.7%	+$688	0.03%	236
2019 Q3	$102K	Hold	1,824	–	–	0.03%	239
2019 Q2	$103K	Buy	+1,824	New	+$101K	0.03%	229
2018 Q4	$78K	Sell	1,636 -1,012	-38%	-$53K	0.03%	214
2018 Q3	$154K	Buy	+2,648	New	+$154K	0.06%	142

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 $424B AUM 22.94% 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

Arax Advisory Partners's IJK Position: Q1 2026 in Review

Arax Advisory Partners reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 6.6% in Q1 2026, selling an estimated $1.29M and leaving 177,634 shares worth $17.9M. The position accounts for 0.5% of the portfolio, ranked #45.

Arax Advisory Partners first reported a position in IJK in Q3 2018 and has held it in 28 quarters since. The position peaked at $40.9M in Q4 2021. 934 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

Arax Advisory Partners held 177,634 shares of iShares S&P Mid-Cap 400 Growth ETF worth $17.9M as of Q1 2026.
Arax Advisory Partners sold 12,528 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $1.29M.
iShares S&P Mid-Cap 400 Growth ETF made up 0.5% of Arax Advisory Partners's portfolio in Q1 2026, its #45 holding.
Arax Advisory Partners first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2018 and has held it in 28 quarters since.
Arax Advisory Partners's iShares S&P Mid-Cap 400 Growth ETF position peaked at $40.9M in Q4 2021.
934 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.