CFO4Life Group’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

CFO4Life Group’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	-2,250	Closed	-$218K	–	226
2025 Q4	$218K	Hold	2,250	–	–	0.03%	218
2025 Q3	$216K	Hold	2,250	–	–	0.03%	214
2025 Q2	$205K	Sell	2,250 -700	-24%	-$59.9K	0.03%	214
2025 Q1	$246K	Sell	2,950 -10	-0.3%	-$901	0.04%	179
2024 Q4	$269K	Buy	2,960 +10	+0.3%	+$942	0.05%	167
2024 Q3	$271K	Hold	2,950	–	–	0.05%	170
2024 Q2	$260K	Hold	2,950	–	–	0.05%	162
2024 Q1	$269K	Hold	2,950	–	–	0.05%	157
2023 Q4	$234K	Hold	2,950	–	–	0.04%	156
2023 Q3	$213K	Hold	2,950	–	–	0.05%	144
2023 Q2	$221K	Hold	2,950	–	–	0.05%	148
2023 Q1	$211K	Hold	2,950	–	–	0.05%	145
2022 Q4	$201K	Buy	+2,950	New	+$203K	0.04%	163
2022 Q2	–	Sell	-2,950	Closed	-$228K	–	158
2022 Q1	$228K	Hold	2,950	–	–	0.05%	138
2021 Q4	$252K	Buy	+2,950	New	+$247K	0.05%	128

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

CFO4Life Group's IJK Position: Q1 2026 in Review

CFO4Life Group sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2026, closing a stake of 2,250 shares — an estimated $218K sold.

CFO4Life Group first reported a position in IJK in Q4 2021 and held it in 15 quarters. The position peaked at $271K in Q3 2024. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

CFO4Life Group reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2026 after selling out during the quarter.
CFO4Life Group sold 2,250 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $218K.
CFO4Life Group first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2021 and held it in 15 quarters.
CFO4Life Group's iShares S&P Mid-Cap 400 Growth ETF position peaked at $271K in Q3 2024.
932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on CFO4Life Group's 13F filing for Q1 2026, filed 11 May 2026.