EFS
IJK icon

Essex Financial Services’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Essex Financial Services’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 		$285K Sell
2,835
-19
-0.7% -$1.95K 0.02% 632
2025
Q4 		$277K Buy
2,854
+127
+5% +$12.2K 0.02% 631
2025
Q3 		$262K Buy
2,727
+1
+0% +$94 0.02% 614
2025
Q2 		$248K Buy
2,726
+112
+4% +$9.59K 0.02% 599
2025
Q1 		$218K Buy
2,614
+158
+6% +$14.2K 0.02% 583
2024
Q4 		$223K Buy
2,456
+51
+2% +$4.8K 0.02% 572
2024
Q3 		$222K Sell
2,405
-210
-8% -$18.8K 0.02% 577
2024
Q2 		$227K Buy
+2,615
New +$231K 0.02% 551
2018
Q4 		– Sell
-4,040
Closed -$235K – 267
2018
Q3 		$235K Hold
4,040
– – 0.05% 252
2018
Q2 		$227K Sell
4,040
-1,336
-25% -$74.7K 0.05% 243
2018
Q1 		$293K Buy
5,376
+1,336
+33% +$73.9K 0.06% 270
2017
Q4 		$218K Hold
4,040
– – 0.05% 252
2017
Q3 		$204K Sell
4,040
-2,628
-39% -$130K 0.05% 260
2017
Q2 		$328K Buy
6,668
+1,792
+37% +$87.1K 0.07% 254
2017
Q1 		$233K Hold
4,876
– – 0.05% 288
2016
Q4 		$222K Sell
4,876
-100
-2% -$4.4K 0.05% 289
2016
Q3 		$217K Buy
4,976
+212
+4% +$9.3K 0.05% 276
2016
Q2 		$201K Sell
4,764
-1,372
-22% -$56.9K 0.05% 285
2016
Q1 		$249K Hold
6,136
– – 0.06% 261
2015
Q4 		$247K Buy
6,136
+336
+6% +$13.8K 0.06% 260
2015
Q3 		$228K Hold
5,800
– – 0.06% 277
2015
Q2 		$246K Hold
5,800
– – 0.06% 272
2015
Q1 		$249K Sell
5,800
-600
-9% -$24.8K 0.06% 267
2014
Q4 		$255K Sell
6,400
-108
-2% -$4.19K 0.07% 255
2014
Q3 		$246K Sell
6,508
-1,420
-18% -$55K 0.07% 248
2014
Q2 		$311K Sell
7,928
-3,700
-32% -$140K 0.09% 223
2014
Q1 		$445K Buy
11,628
+5,556
+92% +$209K 0.15% 164
2013
Q4 		$228K Sell
6,072
-848
-12% -$30.6K 0.08% 243
2013
Q3 		$241 Buy
+6,920
New +$235K 0.08% 220

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

Essex Financial Services's IJK Position: Q1 2026 in Review

Essex Financial Services reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.67% in Q1 2026, selling an estimated $1.95K and leaving 2,835 shares worth $285K. The position accounts for 0.02% of the portfolio, ranked #632.

Essex Financial Services first reported a position in IJK in Q3 2013 and has held it in 29 quarters since. The position peaked at $445K in Q1 2014. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

  • Essex Financial Services held 2,835 shares of iShares S&P Mid-Cap 400 Growth ETF worth $285K as of Q1 2026.
  • Essex Financial Services sold 19 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $1.95K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.02% of Essex Financial Services's portfolio in Q1 2026, its #632 holding.
  • Essex Financial Services first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2013 and has held it in 29 quarters since.
  • Essex Financial Services's iShares S&P Mid-Cap 400 Growth ETF position peaked at $445K in Q1 2014.
  • 932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.