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

ClientFirst 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	$435K	Hold	4,324	–	–	0.37%	28
2025 Q4	$419K	Hold	4,324	–	–	0.34%	29
2025 Q3	$415K	Hold	4,324	–	–	0.33%	31
2025 Q2	$393K	Hold	4,324	–	–	0.4%	27
2025 Q1	$360K	Hold	4,324	–	–	0.41%	27
2024 Q4	$393K	Buy	+4,324	New	+$407K	0.4%	24
2023 Q3	$308K	Hold	4,324	–	–	0.37%	22
2023 Q2	$331K	Hold	4,324	–	–	0.39%	19
2023 Q1	$308K	Hold	4,324	–	–	0.41%	19
2022 Q4	$295K	Hold	4,324	–	–	0.38%	20
2022 Q3	$308K	Hold	4,324	–	–	0.38%	22
2022 Q2	$276K	Hold	4,324	–	–	0.42%	24
2022 Q1	$334K	Hold	4,324	–	–	0.31%	21
2021 Q4	$339K	Buy	+4,324	New	+$363K	0.3%	21

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

ClientFirst Wealth Management's IJK Position: Q1 2026 in Review

ClientFirst Wealth Management held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q1 2026 at 4,324 shares worth $435K. The position accounts for 0.37% of the portfolio, ranked #28.

ClientFirst Wealth Management first reported a position in IJK in Q4 2021 and has held it in 14 quarters since. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

ClientFirst Wealth Management held 4,324 shares of iShares S&P Mid-Cap 400 Growth ETF worth $435K as of Q1 2026.
ClientFirst Wealth Management 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 0.37% of ClientFirst Wealth Management's portfolio in Q1 2026, its #28 holding.
ClientFirst Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2021 and has held it in 14 quarters since.
932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on ClientFirst Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.