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

FineMark National Bank & 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
2025 Q4	$658K	Hold	6,795	–	–	0.02%	273
2025 Q3	$652K	Sell	6,795 -2	-0%	-$188	0.02%	276
2025 Q2	$618K	Sell	6,797 -128	-2%	-$11K	0.02%	275
2025 Q1	$577K	Buy	6,925 +800	+13%	+$72.1K	0.02%	277
2024 Q4	$557K	Hold	6,125	–	–	0.02%	268
2024 Q3	$563K	Buy	6,125 +391	+7%	+$35K	0.02%	270
2024 Q2	$505K	Sell	5,734 -18	-0.3%	-$1.59K	0.02%	275
2024 Q1	$525K	Sell	5,752 -956	-14%	-$79.7K	0.02%	277
2023 Q4	$531K	Sell	6,708 -91	-1%	-$6.68K	0.02%	273
2023 Q3	$491K	Sell	6,799 -2,000	-23%	-$151K	0.02%	277
2023 Q2	$660K	Sell	8,799 -210	-2%	-$15K	0.03%	247
2023 Q1	$644K	Sell	9,009 -1,233	-12%	-$88.1K	0.03%	245
2022 Q4	$700K	Sell	10,242 -306	-3%	-$21K	0.03%	220
2022 Q3	$665K	Buy	10,548 +1,552	+17%	+$107K	0.03%	228
2022 Q2	$573K	Sell	8,996 -8,838	-50%	-$621K	0.03%	259
2022 Q1	$1.38M	Sell	17,834 -4,914	-22%	-$380K	0.05%	188
2021 Q4	$1.94M	Buy	22,748 +600	+3%	+$50.3K	0.07%	157
2021 Q3	$1.75M	Buy	22,148 +200	+0.9%	+$16.2K	0.07%	157
2021 Q2	$1.78M	Sell	21,948 -1,060	-5%	-$85.1K	0.07%	157
2021 Q1	$1.8M	Buy	23,008 +1,000	+5%	+$77K	0.08%	154
2020 Q4	$1.59M	Hold	22,008	–	–	0.07%	157
2020 Q3	$1.32M	Sell	22,008 -536	-2%	-$31.9K	0.06%	155
2020 Q2	$1.26M	Hold	22,544	–	–	0.07%	150
2020 Q1	$1.01M	Hold	22,544	–	–	0.06%	161
2019 Q4	$1.34M	Hold	22,544	–	–	0.07%	154
2019 Q3	$1.26M	Sell	22,544 -1,032	-4%	-$58K	0.07%	152
2019 Q2	$1.33M	Buy	23,576 +220	+0.9%	+$12.2K	0.07%	147
2019 Q1	$1.28M	Sell	23,356 -2,536	-10%	-$134K	0.07%	144
2018 Q4	$1.24M	Hold	25,892	–	–	0.08%	141
2018 Q3	$1.51M	Hold	25,892	–	–	0.09%	132
2018 Q2	$1.46M	Hold	25,892	–	–	0.09%	140
2018 Q1	$1.41M	Hold	25,892	–	–	0.09%	138
2017 Q4	$1.4M	Sell	25,892 -1,560	-6%	-$82.3K	0.09%	139
2017 Q3	$1.39M	Sell	27,452 -580	-2%	-$28.6K	0.09%	134
2017 Q2	$1.38M	Sell	28,032 -80	-0.3%	-$3.89K	0.1%	133
2017 Q1	$1.34M	Sell	28,112 -32	-0.1%	-$1.51K	0.1%	135
2016 Q4	$1.28M	Buy	28,144 +1,276	+5%	+$56.2K	0.1%	135
2016 Q3	$1.17M	Hold	26,868	–	–	0.13%	140
2016 Q2	$1.14M	Sell	26,868 -580	-2%	-$24K	0.13%	140
2016 Q1	$1.12M	Sell	27,448 -1,200	-4%	-$45.8K	0.13%	134
2015 Q4	$1.15M	Sell	28,648 -872	-3%	-$35.7K	0.14%	140
2015 Q3	$1.16M	Sell	29,520 -200	-0.7%	-$8.35K	0.16%	136
2015 Q2	$1.26M	Sell	29,720 -1,040	-3%	-$44.5K	0.16%	135
2015 Q1	$1.32M	Sell	30,760 -1,552	-5%	-$64.3K	0.18%	136
2014 Q4	$1.29M	Buy	32,312 +228	+0.7%	+$8.85K	0.19%	126
2014 Q3	$1.22M	Sell	32,084 -4,152	-11%	-$161K	0.19%	126
2014 Q2	$1.42M	Sell	36,236 -416	-1%	-$15.7K	0.24%	113
2014 Q1	$1.4M	Sell	36,652 -5,744	-14%	-$216K	0.26%	103
2013 Q4	$1.59M	Buy	42,396 +18,028	+74%	+$650K	0.33%	81
2013 Q3	$847K	Buy	24,368 +9,396	+63%	+$320K	0.21%	117
2013 Q2	$484K	Buy	+14,972	New	+$486K	0.15%	127

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FineMark National Bank & Trust's IJK Position: Q4 2025 in Review

FineMark National Bank & Trust held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q4 2025 at 6,795 shares worth $658K. The position accounts for 0.02% of the portfolio, ranked #273.

FineMark National Bank & Trust first reported a position in IJK in Q2 2013 and has held it in 51 quarters since. The position peaked at $1.94M in Q4 2021. 919 funds tracked by Wall St. Rank hold IJK as of Q4 2025.

FineMark National Bank & Trust held 6,795 shares of iShares S&P Mid-Cap 400 Growth ETF worth $658K as of Q4 2025.
FineMark National Bank & Trust left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q4 2025.
iShares S&P Mid-Cap 400 Growth ETF made up 0.02% of FineMark National Bank & Trust's portfolio in Q4 2025, its #273 holding.
FineMark National Bank & Trust first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2013 and has held it in 51 quarters since.
FineMark National Bank & Trust's iShares S&P Mid-Cap 400 Growth ETF position peaked at $1.94M in Q4 2021.
919 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2025.

Based on FineMark National Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.