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

Financial Connections Group’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	$24K	Hold	240	–	–	0.01%	142
2025 Q4	$23K	Hold	240	–	–	0.01%	137
2025 Q3	$23K	Hold	240	–	–	0.01%	138
2025 Q2	$21K	Sell	240 -138	-37%	-$11.8K	0.01%	143
2025 Q1	$28K	Buy	378 +138	+58%	+$12.4K	0.01%	121
2024 Q4	$21K	Hold	240	–	–	0.01%	125
2024 Q3	$22K	Hold	240	–	–	0.01%	122
2024 Q2	$21K	Buy	+240	New	+$21.2K	0.01%	147
2024 Q1	–	Sell	-240	Closed	-$19K	–	207
2023 Q4	$19K	Buy	+240	New	+$17.6K	0.01%	141
2023 Q3	–	Sell	-240	Closed	-$18K	–	170
2023 Q2	$18K	Hold	240	–	–	0.01%	156
2023 Q1	$17K	Hold	240	–	–	0.01%	142
2022 Q4	$16K	Hold	240	–	–	0.01%	144
2022 Q3	$15K	Hold	240	–	–	0.01%	131
2022 Q2	$15K	Hold	240	–	–	0.01%	163
2022 Q1	$18K	Hold	240	–	–	0.02%	154
2021 Q4	$20K	Buy	+240	New	+$20.1K	0.02%	157

Other funds holding IJK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Financial Connections Group's IJK Position: Q1 2026 in Review

Financial Connections Group held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q1 2026 at 240 shares worth $24K. The position accounts for 0.01% of the portfolio, ranked #142.

Financial Connections Group first reported a position in IJK in Q4 2021 and has held it in 16 quarters since. The position peaked at $28K in Q1 2025. 937 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

Financial Connections Group held 240 shares of iShares S&P Mid-Cap 400 Growth ETF worth $24K as of Q1 2026.
Financial Connections Group 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 0.01% of Financial Connections Group's portfolio in Q1 2026, its #142 holding.
Financial Connections Group first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2021 and has held it in 16 quarters since.
Financial Connections Group's iShares S&P Mid-Cap 400 Growth ETF position peaked at $28K in Q1 2025.
937 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.