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

Aufman 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
2026 Q1	$200K	Sell	1,988 -871	-30%	-$89.5K	0.1%	63
2025 Q4	$277K	Hold	2,859	–	–	0.14%	48
2025 Q3	$274K	Hold	2,859	–	–	0.15%	50
2025 Q2	$260K	Hold	2,859	–	–	0.16%	51
2025 Q1	$238K	Hold	2,859	–	–	0.16%	52
2024 Q4	$260K	Hold	2,859	–	–	0.18%	48
2024 Q3	$263K	Buy	+2,859	New	+$256K	0.17%	51

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

Aufman Associates's IJK Position: Q1 2026 in Review

Aufman Associates reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 30% in Q1 2026, selling an estimated $89.5K and leaving 1,988 shares worth $200K. The position accounts for 0.1% of the portfolio, ranked #63.

Aufman Associates first reported a position in IJK in Q3 2024 and has held it in 7 quarters since. The position peaked at $277K in Q4 2025. 933 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

Aufman Associates held 1,988 shares of iShares S&P Mid-Cap 400 Growth ETF worth $200K as of Q1 2026.
Aufman Associates sold 871 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $89.5K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.1% of Aufman Associates's portfolio in Q1 2026, its #63 holding.
Aufman Associates first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2024 and has held it in 7 quarters since.
Aufman Associates's iShares S&P Mid-Cap 400 Growth ETF position peaked at $277K in Q4 2025.
933 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Aufman Associates's 13F filing for Q1 2026, filed 15 May 2026.