Baker Avenue Asset Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Baker Avenue Asset Management’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	$294K	Hold	2,922	–	–	0.01%	613
2025 Q4	$283K	Hold	2,922	–	–	0.01%	520
2025 Q3	$280K	Sell	2,922 -20	-0.7%	-$1.88K	0.01%	493
2025 Q2	$268K	Sell	2,942 -53	-2%	-$4.54K	0.01%	408
2025 Q1	$249K	Buy	2,995 +269	+10%	+$24.2K	0.01%	393
2024 Q4	$248K	Buy	2,726 +45	+2%	+$4.24K	0.01%	376
2024 Q3	$246K	Hold	2,681	–	–	0.01%	372
2024 Q2	$236K	Sell	2,681 -179	-6%	-$15.8K	0.01%	339
2024 Q1	$261K	Hold	2,860	–	–	0.01%	320
2023 Q4	$227K	Sell	2,860 -112	-4%	-$8.22K	0.01%	329
2023 Q3	$215K	Hold	2,972	–	–	0.01%	334
2023 Q2	$223K	Sell	2,972 -1,186	-29%	-$84.7K	0.01%	331
2023 Q1	$297K	Buy	4,158 +1,110	+36%	+$79.3K	0.02%	307
2022 Q4	$208K	Sell	3,048 -612	-17%	-$42.1K	0.01%	324
2022 Q3	$231K	Buy	+3,660	New	+$253K	0.01%	318
2014 Q3	–	Sell	-5,560	Closed	-$218K	–	292
2014 Q2	$218K	Buy	+5,560	New	+$210K	0.03%	264
2014 Q1	–	Sell	-7,400	Closed	-$278K	–	230
2013 Q4	$278K	Sell	7,400 -1,356	-15%	-$48.9K	0.05%	181
2013 Q3	$305K	Buy	+8,756	New	+$298K	0.06%	158

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

Baker Avenue Asset Management's IJK Position: Q1 2026 in Review

Baker Avenue Asset Management held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q1 2026 at 2,922 shares worth $294K. The position accounts for 0.01% of the portfolio, ranked #613.

Baker Avenue Asset Management first reported a position in IJK in Q3 2013 and has held it in 18 quarters since. The position peaked at $305K in Q3 2013. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

Baker Avenue Asset Management held 2,922 shares of iShares S&P Mid-Cap 400 Growth ETF worth $294K as of Q1 2026.
Baker Avenue Asset Management 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 0.01% of Baker Avenue Asset Management's portfolio in Q1 2026, its #613 holding.
Baker Avenue Asset Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2013 and has held it in 18 quarters since.
Baker Avenue Asset Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $305K in Q3 2013.
932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Baker Avenue Asset Management's 13F filing for Q1 2026, filed 12 May 2026.