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

Cassaday & 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	$21.4M	Buy	212,240 +5,184	+3%	+$533K	0.45%	24
2025 Q4	$20.1M	Sell	207,056 -11	-0%	-$1.06K	0.42%	24
2025 Q3	$19.9M	Sell	207,067 -1,543	-0.7%	-$145K	0.46%	22
2025 Q2	$19M	Buy	208,610 +13,077	+7%	+$1.12M	0.48%	23
2025 Q1	$16.3M	Buy	195,533 +14,361	+8%	+$1.29M	0.46%	22
2024 Q4	$16.5M	Buy	181,172 +2,145	+1%	+$202K	0.45%	22
2024 Q3	$16.5M	Sell	179,027 -1,576	-0.9%	-$141K	0.47%	21
2024 Q2	$15.9M	Sell	180,603 -3,637	-2%	-$321K	0.5%	21
2024 Q1	$16.8M	Sell	184,240 -2,387	-1%	-$199K	0.55%	19
2023 Q4	$14.8M	Buy	186,627 +12,728	+7%	+$934K	0.51%	19
2023 Q3	$12.6M	Sell	173,899 -3,881	-2%	-$293K	0.53%	17
2023 Q2	$13.3M	Sell	177,780 -8,241	-4%	-$588K	0.53%	19
2023 Q1	$13.3M	Sell	186,021 -162,280	-47%	-$11.6M	0.57%	18
2022 Q4	$23.8M	Buy	+348,301	New	+$23.9M	1.1%	17

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

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

Cassaday & Co Wealth Management increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 2.5% in Q1 2026, buying an estimated $533K and bringing the position to 212,240 shares worth $21.4M. The position accounts for 0.45% of the portfolio, ranked #24.

Cassaday & Co Wealth Management first reported a position in IJK in Q4 2022 and has held it in 14 quarters since. The position peaked at $23.8M in Q4 2022. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

Cassaday & Co Wealth Management held 212,240 shares of iShares S&P Mid-Cap 400 Growth ETF worth $21.4M as of Q1 2026.
Cassaday & Co Wealth Management bought 5,184 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $533K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.45% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #24 holding.
Cassaday & Co Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2022 and has held it in 14 quarters since.
Cassaday & Co Wealth Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $23.8M in Q4 2022.
932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.