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

Fiduciary Trust’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 		$407K Sell
4,042
-200
-5% -$20.5K ﹤0.01% 643
2025
Q4 		$411K Sell
4,242
-191
-4% -$18.4K ﹤0.01% 626
2025
Q3 		$425K Sell
4,433
-30
-0.7% -$2.83K ﹤0.01% 598
2025
Q2 		$406K Sell
4,463
-1,182
-21% -$101K 0.01% 585
2025
Q1 		$470K Buy
5,645
+1,373
+32% +$124K 0.01% 534
2024
Q4 		$388K Hold
4,272
– – 0.01% 522
2024
Q3 		$393K Hold
4,272
– – 0.01% 515
2024
Q2 		$376K Sell
4,272
-380
-8% -$33.6K 0.01% 499
2024
Q1 		$424K Hold
4,652
– – 0.01% 481
2023
Q4 		$369K Hold
4,652
– – 0.01% 503
2023
Q3 		$336K Sell
4,652
-130
-3% -$9.8K 0.01% 504
2023
Q2 		$359K Hold
4,782
– – 0.01% 507
2023
Q1 		$342K Sell
4,782
-70
-1% -$5K 0.01% 511
2022
Q4 		$331K Sell
4,852
-75
-2% -$5.16K 0.01% 520
2022
Q3 		$311K Hold
4,927
– – 0.01% 519
2022
Q2 		$314K Buy
4,927
+380
+8% +$26.7K 0.01% 532
2022
Q1 		$351K Sell
4,547
-350
-7% -$27K 0.01% 536
2021
Q4 		$418K Hold
4,897
– – 0.01% 500
2021
Q3 		$388K Sell
4,897
-200
-4% -$16.2K 0.01% 515
2021
Q2 		$413K Buy
5,097
+1,117
+28% +$89.7K 0.01% 494
2021
Q1 		$312K Hold
3,980
– – 0.01% 528
2020
Q4 		$287K Sell
3,980
-140
-3% -$9.34K 0.01% 510
2020
Q3 		$246K Buy
+4,120
New +$245K 0.01% 494
2017
Q3 		– Sell
-2,520
Closed -$124K – 476
2017
Q2 		$124K Buy
+2,520
New +$123K ﹤0.01% 501

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

Fiduciary Trust's IJK Position: Q1 2026 in Review

Fiduciary Trust reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 4.7% in Q1 2026, selling an estimated $20.5K and leaving 4,042 shares worth $407K. The position accounts for ﹤0.01% of the portfolio, ranked #643.

Fiduciary Trust first reported a position in IJK in Q2 2017 and has held it in 24 quarters since. The position peaked at $470K in Q1 2025. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

  • Fiduciary Trust held 4,042 shares of iShares S&P Mid-Cap 400 Growth ETF worth $407K as of Q1 2026.
  • Fiduciary Trust sold 200 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $20.5K.
  • iShares S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of Fiduciary Trust's portfolio in Q1 2026, its #643 holding.
  • Fiduciary Trust first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2017 and has held it in 24 quarters since.
  • Fiduciary Trust's iShares S&P Mid-Cap 400 Growth ETF position peaked at $470K in Q1 2025.
  • 932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Fiduciary Trust's 13F filing for Q1 2026, filed 15 May 2026.