Cardiff Park Advisors’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Cardiff Park Advisors’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	$121K	Hold	1,200	–	–	0.01%	307
2025 Q4	$116K	Hold	1,200	–	–	0.01%	294
2025 Q3	$115K	Hold	1,200	–	–	0.01%	312
2025 Q2	$109K	Hold	1,200	–	–	0.01%	287
2025 Q1	$99.9K	Hold	1,200	–	–	0.01%	287
2024 Q4	$109K	Hold	1,200	–	–	0.01%	279
2024 Q3	$110K	Hold	1,200	–	–	0.01%	278
2024 Q2	$106K	Hold	1,200	–	–	0.01%	267
2024 Q1	$110K	Hold	1,200	–	–	0.01%	285
2023 Q4	$95.1K	Hold	1,200	–	–	0.01%	268
2023 Q3	$86.7K	Hold	1,200	–	–	0.01%	252
2023 Q2	$90K	Hold	1,200	–	–	0.01%	265
2023 Q1	$85.8K	Hold	1,200	–	–	0.01%	260
2022 Q4	$82K	Hold	1,200	–	–	0.01%	263
2022 Q3	$76K	Hold	1,200	–	–	0.01%	265
2022 Q2	$76K	Sell	1,200 -1,266	-51%	-$88.9K	0.01%	267
2022 Q1	$191K	Hold	2,466	–	–	0.03%	235
2021 Q4	$210K	Buy	+2,466	New	+$207K	0.03%	232

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

Cardiff Park Advisors's IJK Position: Q1 2026 in Review

Cardiff Park Advisors held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q1 2026 at 1,200 shares worth $121K. The position accounts for 0.01% of the portfolio, ranked #307.

Cardiff Park Advisors first reported a position in IJK in Q4 2021 and has held it in 18 quarters since. The position peaked at $210K in Q4 2021. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

Cardiff Park Advisors held 1,200 shares of iShares S&P Mid-Cap 400 Growth ETF worth $121K as of Q1 2026.
Cardiff Park Advisors 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 Cardiff Park Advisors's portfolio in Q1 2026, its #307 holding.
Cardiff Park Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2021 and has held it in 18 quarters since.
Cardiff Park Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $210K in Q4 2021.
932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Cardiff Park Advisors's 13F filing for Q1 2026, filed 15 May 2026.