BFS
IJK icon

Bradley Foster & Sargent’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Bradley Foster & Sargent’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 		$392K Buy
3,896
+600
+18% +$61.6K 0.01% 423
2025
Q4 		$319K Hold
3,296
– – ﹤0.01% 452
2025
Q3 		$316K Buy
3,296
+688
+26% +$64.8K ﹤0.01% 458
2025
Q2 		$237K Sell
2,608
-500
-16% -$42.8K ﹤0.01% 501
2025
Q1 		$259K Sell
3,108
-100
-3% -$9.01K ﹤0.01% 420
2024
Q4 		$292K Buy
3,208
+800
+33% +$75.3K ﹤0.01% 415
2024
Q3 		$221K Hold
2,408
– – ﹤0.01% 446
2024
Q2 		$212K Sell
2,408
-232
-9% -$20.5K ﹤0.01% 434
2024
Q1 		$241K Hold
2,640
– – ﹤0.01% 415
2023
Q4 		$209K Sell
2,640
-381
-13% -$28K ﹤0.01% 422
2023
Q3 		$227K Hold
3,021
– – ﹤0.01% 415
2023
Q2 		$227K Buy
3,021
+221
+8% +$15.8K ﹤0.01% 415
2023
Q1 		$200K Buy
+2,800
New +$200K ﹤0.01% 424

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

Bradley Foster & Sargent's IJK Position: Q1 2026 in Review

Bradley Foster & Sargent increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 18% in Q1 2026, buying an estimated $61.6K and bringing the position to 3,896 shares worth $392K. The position accounts for 0.01% of the portfolio, ranked #423.

Bradley Foster & Sargent first reported a position in IJK in Q1 2023 and has held it in 13 quarters since. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

  • Bradley Foster & Sargent held 3,896 shares of iShares S&P Mid-Cap 400 Growth ETF worth $392K as of Q1 2026.
  • Bradley Foster & Sargent bought 600 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $61.6K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.01% of Bradley Foster & Sargent's portfolio in Q1 2026, its #423 holding.
  • Bradley Foster & Sargent first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2023 and has held it in 13 quarters since.
  • 932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Bradley Foster & Sargent's 13F filing for Q1 2026, filed 15 May 2026.