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

Evergreen Wealth Solutions’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	$393K	Buy	+3,903	New	+$401K	0.03%	286

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

Evergreen Wealth Solutions's IJK Position: Q1 2026 in Review

Evergreen Wealth Solutions opened a new position in iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2026: 3,903 shares worth $393K. The stake represents 0.03% of the portfolio and ranks #286 among its holdings.

932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

Evergreen Wealth Solutions held 3,903 shares of iShares S&P Mid-Cap 400 Growth ETF worth $393K as of Q1 2026.
iShares S&P Mid-Cap 400 Growth ETF was a new Evergreen Wealth Solutions position in Q1 2026.
iShares S&P Mid-Cap 400 Growth ETF made up 0.03% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #286 holding.
932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.