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IJK icon

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

Financial Perspectives’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 		$157K Hold
1,563
– – 0.04% 186
2025
Q4 		$151K Buy
1,563
+274
+21% +$26.4K 0.04% 184
2025
Q3 		$124K Buy
1,289
+279
+28% +$26.3K 0.03% 215
2025
Q2 		$91.9K Buy
1,010
+196
+24% +$16.8K 0.03% 232
2025
Q1 		$67.8K Sell
814
-238
-23% -$21.4K 0.02% 256
2024
Q4 		$95.6K Hold
1,052
– – 0.03% 223
2024
Q3 		$96.7K Sell
1,052
-34
-3% -$3.04K 0.03% 215
2024
Q2 		$95.7K Hold
1,086
– – 0.04% 204
2024
Q1 		$99.1K Buy
1,086
+107
+11% +$8.93K 0.04% 203
2023
Q4 		$77.6K Hold
979
– – 0.03% 231
2023
Q3 		$70.7K Sell
979
-40
-4% -$3.02K 0.03% 225
2023
Q2 		$76.4K Hold
1,019
– – 0.03% 222
2023
Q1 		$72.9K Hold
1,019
– – 0.03% 224
2022
Q4 		$69.6K Sell
1,019
-1,087
-52% -$74.7K 0.04% 216
2022
Q3 		$133K Sell
2,106
-56
-3% -$3.87K 0.07% 148
2022
Q2 		$138K Buy
2,162
+3
+0.1% +$211 0.08% 146
2022
Q1 		$167K Buy
2,159
+1,080
+100% +$83.5K 0.08% 142
2021
Q4 		$92K Hold
1,079
– – 0.04% 183
2021
Q3 		$85.5K Sell
1,079
-63
-6% -$5.11K 0.04% 184
2021
Q2 		$92.4K Sell
1,142
-88,367
-99% -$7.09M 0.05% 194
2021
Q1 		$1.14M Buy
89,509
+88,367
+7,738% +$6.81M 0.06% 193
2020
Q4 		$82.5K Sell
1,142
-2
-0.2% -$133 0.05% 183
2020
Q3 		$68.3K Buy
1,144
+4
+0.4% +$238 0.04% 174
2020
Q2 		$63.9K Hold
1,140
– – 0.05% 171
2020
Q1 		$50.9K Hold
1,140
– – 0.04% 164
2019
Q4 		$67.8K Buy
+1,140
New +$65.3K 0.05% 154

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

Financial Perspectives's IJK Position: Q1 2026 in Review

Financial Perspectives held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q1 2026 at 1,563 shares worth $157K. The position accounts for 0.04% of the portfolio, ranked #186.

Financial Perspectives first reported a position in IJK in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.14M in Q1 2021. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

  • Financial Perspectives held 1,563 shares of iShares S&P Mid-Cap 400 Growth ETF worth $157K as of Q1 2026.
  • Financial Perspectives 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 0.04% of Financial Perspectives's portfolio in Q1 2026, its #186 holding.
  • Financial Perspectives first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • Financial Perspectives's iShares S&P Mid-Cap 400 Growth ETF position peaked at $1.14M in Q1 2021.
  • 932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Financial Perspectives's 13F filing for Q1 2026, filed 11 May 2026.