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

BBR 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 		– Sell
-2,800
Closed -$271K – 272
2025
Q4 		$271K Hold
2,800
– – 0.01% 217
2025
Q3 		$268K Buy
+2,800
New +$264K 0.02% 217

Other funds holding IJK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BBR Partners's IJK Position: Q1 2026 in Review

BBR Partners sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2026, closing a stake of 2,800 shares — an estimated $271K sold.

BBR Partners first reported a position in IJK in Q3 2025 and held it in 2 quarters. The position peaked at $271K in Q4 2025. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

  • BBR Partners reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • BBR Partners sold 2,800 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $271K.
  • BBR Partners first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2025 and held it in 2 quarters.
  • BBR Partners's iShares S&P Mid-Cap 400 Growth ETF position peaked at $271K in Q4 2025.
  • 932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on BBR Partners's 13F filing for Q1 2026, filed 12 May 2026.