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

Cordatus 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	$433K	Sell	4,306 -54,591	-93%	-$5.61M	0.1%	121
2025 Q4	$5.71M	Buy	+58,897	New	+$5.67M	1.32%	16
2024 Q3	–	Sell	-50,373	Closed	-$4.44M	–	121
2024 Q2	$4.44M	Buy	+50,373	New	+$4.45M	1.66%	14
2022 Q2	–	Sell	-23,635	Closed	-$1.83M	–	148
2022 Q1	$1.83M	Buy	+23,635	New	+$1.83M	0.64%	61

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

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

Cordatus Wealth Management reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 93% in Q1 2026, selling an estimated $5.61M and leaving 4,306 shares worth $433K. The position accounts for 0.1% of the portfolio, ranked #121.

Cordatus Wealth Management first reported a position in IJK in Q1 2022 and has held it in 4 quarters since. The position peaked at $5.71M in Q4 2025. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

Cordatus Wealth Management held 4,306 shares of iShares S&P Mid-Cap 400 Growth ETF worth $433K as of Q1 2026.
Cordatus Wealth Management sold 54,591 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $5.61M.
iShares S&P Mid-Cap 400 Growth ETF made up 0.1% of Cordatus Wealth Management's portfolio in Q1 2026, its #121 holding.
Cordatus Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2022 and has held it in 4 quarters since.
Cordatus Wealth Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $5.71M in Q4 2025.
932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Cordatus Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.