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 Q3	$304K	Hold	2,770	–	–	0.12%	140
2026 Q2	$325K	Hold	2,770	–	–	0.13%	133
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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Garrison Point Advisors's IJK Position: Q3 2026 in Review

Garrison Point Advisors held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q3 2026 at 2,770 shares worth $304K. The position accounts for 0.12% of the portfolio, ranked #140.

Garrison Point Advisors first reported a position in IJK in Q2 2019 and has held it in 29 quarters since. The position peaked at $325K in Q2 2026. 680 funds tracked by Wall St. Rank hold IJK as of Q3 2026.

Garrison Point Advisors held 2,770 shares of iShares S&P Mid-Cap 400 Growth ETF worth $304K as of Q3 2026.
Garrison Point Advisors left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q3 2026.
iShares S&P Mid-Cap 400 Growth ETF made up 0.12% of Garrison Point Advisors's portfolio in Q3 2026, its #140 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 29 quarters since.
Garrison Point Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $325K in Q2 2026.
680 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2026.

Based on Garrison Point Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.