Fidelis Capital Partners’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Fidelis Capital Partners’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	$455K	Hold	4,524	–	–	0.03%	336
2025 Q4	$438K	Buy	4,524 +620	+16%	+$59.7K	0.03%	336
2025 Q3	$374K	Sell	3,904 -305	-7%	-$28.7K	0.03%	353
2025 Q2	$390K	Hold	4,209	–	–	0.04%	307
2025 Q1	$345K	Hold	4,209	–	–	0.04%	296
2024 Q4	$393K	Hold	4,209	–	–	0.04%	290
2024 Q3	$385K	Hold	4,209	–	–	0.05%	276
2024 Q2	$358K	Hold	4,209	–	–	0.05%	252
2024 Q1	$384K	Hold	4,209	–	–	0.06%	244
2023 Q4	$333K	Hold	4,209	–	–	0.07%	231
2023 Q3	$304K	Buy	4,209 +64	+2%	+$4.83K	0.1%	193
2023 Q2	$311K	Hold	4,145	–	–	0.11%	195
2023 Q1	$293K	Buy	+4,145	New	+$296K	0.12%	184

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

Fidelis Capital Partners's IJK Position: Q1 2026 in Review

Fidelis Capital Partners held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q1 2026 at 4,524 shares worth $455K. The position accounts for 0.03% of the portfolio, ranked #336.

Fidelis Capital Partners first reported a position in IJK in Q1 2023 and has held it in 13 quarters since. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

Fidelis Capital Partners held 4,524 shares of iShares S&P Mid-Cap 400 Growth ETF worth $455K as of Q1 2026.
Fidelis Capital Partners 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 0.03% of Fidelis Capital Partners's portfolio in Q1 2026, its #336 holding.
Fidelis Capital Partners first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2023 and has held it in 13 quarters since.
932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Fidelis Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.