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

Everstar Asset 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	$353K	Sell	3,512 -400	-10%	-$41.1K	0.19%	136
2025 Q4	$379K	Hold	3,912	–	–	0.2%	131
2025 Q3	$375K	Hold	3,912	–	–	0.21%	130
2025 Q2	$356K	Sell	3,912 -697	-15%	-$59.7K	0.22%	132
2025 Q1	$384K	Sell	4,609 -1,943	-30%	-$175K	0.25%	122
2024 Q4	$596K	Sell	6,552 -330	-5%	-$31.1K	0.42%	62
2024 Q3	$633K	Buy	+6,882	New	+$615K	0.43%	63

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

Everstar Asset Management's IJK Position: Q1 2026 in Review

Everstar Asset Management reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 10% in Q1 2026, selling an estimated $41.1K and leaving 3,512 shares worth $353K. The position accounts for 0.19% of the portfolio, ranked #136.

Everstar Asset Management first reported a position in IJK in Q3 2024 and has held it in 7 quarters since. The position peaked at $633K in Q3 2024. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

Everstar Asset Management held 3,512 shares of iShares S&P Mid-Cap 400 Growth ETF worth $353K as of Q1 2026.
Everstar Asset Management sold 400 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $41.1K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.19% of Everstar Asset Management's portfolio in Q1 2026, its #136 holding.
Everstar Asset Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2024 and has held it in 7 quarters since.
Everstar Asset Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $633K in Q3 2024.
932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Everstar Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.