EW
IJK icon

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

Elyxium Wealth’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 		$250K Hold
2,480
– – 0.08% 148
2025
Q4 		$240K Hold
2,480
– – 0.07% 161
2025
Q3 		$238K Hold
2,480
– – 0.08% 153
2025
Q2 		$226K Hold
2,480
– – 0.08% 152
2025
Q1 		$207K Hold
2,480
– – 0.09% 149
2024
Q4 		$226K Hold
2,480
– – 0.14% 79
2024
Q3 		$228K Buy
+2,480
New +$222K 0.13% 113

Other funds holding IJK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Elyxium Wealth's IJK Position: Q1 2026 in Review

Elyxium Wealth held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q1 2026 at 2,480 shares worth $250K. The position accounts for 0.08% of the portfolio, ranked #148.

Elyxium Wealth first reported a position in IJK in Q3 2024 and has held it in 7 quarters since. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

  • Elyxium Wealth held 2,480 shares of iShares S&P Mid-Cap 400 Growth ETF worth $250K as of Q1 2026.
  • Elyxium Wealth 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 0.08% of Elyxium Wealth's portfolio in Q1 2026, its #148 holding.
  • Elyxium Wealth first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2024 and has held it in 7 quarters since.
  • 932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Elyxium Wealth's 13F filing for Q1 2026, filed 6 May 2026.