Garrison Point Advisors’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Garrison Point Advisors’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	$279K	Hold	2,770	–	–	0.13%	143
2025 Q4	$268K	Buy	2,770 +20	+0.7%	+$1.93K	0.12%	142
2025 Q3	$264K	Buy	2,750 +50	+2%	+$4.71K	0.11%	152
2025 Q2	$246K	Sell	2,700 -100	-4%	-$8.56K	0.11%	151
2025 Q1	$233K	Sell	2,800 -200	-7%	-$18K	0.11%	150
2024 Q4	$273K	Hold	3,000	–	–	0.13%	134
2024 Q3	$276K	Hold	3,000	–	–	0.17%	122
2024 Q2	$264K	Hold	3,000	–	–	0.17%	124
2024 Q1	$274K	Sell	3,000 -130	-4%	-$10.8K	0.18%	129
2023 Q4	$248K	Hold	3,130	–	–	0.17%	131
2023 Q3	$226K	Hold	3,130	–	–	0.18%	133
2023 Q2	$235K	Hold	3,130	–	–	0.17%	140
2023 Q1	$224K	Sell	3,130 -200	-6%	-$14.3K	0.17%	141
2022 Q4	$227K	Hold	3,330	–	–	0.19%	133
2022 Q3	$210K	Hold	3,330	–	–	0.19%	133
2022 Q2	$212K	Hold	3,330	–	–	0.18%	139
2022 Q1	$257K	Hold	3,330	–	–	0.18%	131
2021 Q4	$284K	Hold	3,330	–	–	0.19%	126
2021 Q3	$264K	Hold	3,330	–	–	0.19%	125
2021 Q2	$269K	Sell	3,330 -170	-5%	-$13.6K	0.19%	126
2021 Q1	$274K	Sell	3,500 -50	-1%	-$3.85K	0.21%	116
2020 Q4	$256K	Sell	3,550 -70	-2%	-$4.67K	0.21%	119
2020 Q3	$216K	Sell	3,620 -80	-2%	-$4.76K	0.2%	121
2020 Q2	$207K	Buy	+3,700	New	+$192K	0.2%	120
2020 Q1	–	Sell	-3,860	Closed	-$230K	–	119
2019 Q4	$230K	Hold	3,860	–	–	0.21%	117
2019 Q3	$216K	Buy	3,860 +120	+3%	+$6.75K	0.21%	118
2019 Q2	$212K	Buy	+3,740	New	+$207K	0.21%	118

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

Garrison Point Advisors's IJK Position: Q1 2026 in Review

Garrison Point Advisors held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q1 2026 at 2,770 shares worth $279K. The position accounts for 0.13% of the portfolio, ranked #143.

Garrison Point Advisors first reported a position in IJK in Q2 2019 and has held it in 27 quarters since. The position peaked at $284K in Q4 2021. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

Garrison Point Advisors held 2,770 shares of iShares S&P Mid-Cap 400 Growth ETF worth $279K as of Q1 2026.
Garrison Point Advisors 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 0.13% of Garrison Point Advisors's portfolio in Q1 2026, its #143 holding.
Garrison Point Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2019 and has held it in 27 quarters since.
Garrison Point Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $284K in Q4 2021.
932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Garrison Point Advisors's 13F filing for Q1 2026, filed 13 May 2026.