Bartlett & Co Wealth Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Bartlett & Co Wealth 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	–	Sell	-7	Closed	-$645	–	1327
2025 Q4	$645	Buy	+7	New	+$674	﹤0.01%	1161
2025 Q1	–	Sell	-650	Closed	-$59.1K	–	1253
2024 Q4	$59.1K	Hold	650	–	–	﹤0.01%	616
2024 Q3	$59.8K	Hold	650	–	–	﹤0.01%	627
2024 Q2	$57.3K	Sell	650 -466	-42%	-$41.2K	﹤0.01%	634
2024 Q1	$102K	Buy	1,116 +75	+7%	+$6.26K	﹤0.01%	548
2023 Q4	$83.2K	Buy	+1,041	New	+$76.4K	﹤0.01%	603
2023 Q3	–	Sell	-362	Closed	-$27.1K	–	1192
2023 Q2	$27.1K	Sell	362 -600	-62%	-$42.8K	﹤0.01%	765
2023 Q1	$68.8K	Buy	962 +600	+166%	+$42.9K	﹤0.01%	519
2022 Q4	$24.7K	Hold	362	–	–	﹤0.01%	683
2022 Q3	$22.8K	Hold	362	–	–	﹤0.01%	680
2022 Q2	$23.1K	Hold	362	–	–	﹤0.01%	707
2022 Q1	$28K	Buy	+362	New	+$28K	﹤0.01%	678
2019 Q4	–	Sell	-1,300	Closed	-$72.8K	–	874
2019 Q3	$72.8K	Hold	1,300	–	–	﹤0.01%	442
2019 Q2	$73.5K	Hold	1,300	–	–	﹤0.01%	365
2019 Q1	$71.2K	Hold	1,300	–	–	﹤0.01%	365
2018 Q4	$62.2K	Hold	1,300	–	–	﹤0.01%	375
2018 Q3	$75.7K	Hold	1,300	–	–	﹤0.01%	365
2018 Q2	$73K	Hold	1,300	–	–	﹤0.01%	373
2018 Q1	$71K	Buy	+1,300	New	+$71.9K	﹤0.01%	384

Other funds holding IJK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bartlett & Co Wealth Management's IJK Position: Q1 2026 in Review

Bartlett & Co Wealth Management sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2026, closing a stake of 7 shares — an estimated $645 sold.

Bartlett & Co Wealth Management first reported a position in IJK in Q1 2018 and held it in 19 quarters. The position peaked at $102K in Q1 2024. 937 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

Bartlett & Co Wealth Management reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2026 after selling out during the quarter.
Bartlett & Co Wealth Management sold 7 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $645.
Bartlett & Co Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2018 and held it in 19 quarters.
Bartlett & Co Wealth Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $102K in Q1 2024.
937 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.