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

Glassy Mountain 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 		$75.6K Buy
752
+1
+0.1% +$103 0.02% 67
2025
Q4 		$72.7K Buy
751
+2
+0.3% +$193 0.02% 69
2025
Q3 		$71.8K Buy
+749
New +$70.6K 0.02% 68
2023
Q1 		– Sell
-731
Closed -$49.9K – 111
2022
Q4 		$49.9K Buy
+731
New +$50.2K 0.03% 117

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

Glassy Mountain Advisors's IJK Position: Q1 2026 in Review

Glassy Mountain Advisors increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.13% in Q1 2026, buying an estimated $103 and bringing the position to 752 shares worth $75.6K. The position accounts for 0.02% of the portfolio, ranked #67.

Glassy Mountain Advisors first reported a position in IJK in Q4 2022 and has held it in 4 quarters since. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

  • Glassy Mountain Advisors held 752 shares of iShares S&P Mid-Cap 400 Growth ETF worth $75.6K as of Q1 2026.
  • Glassy Mountain Advisors bought 1 iShares S&P Mid-Cap 400 Growth ETF share in Q1 2026, an estimated $103.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.02% of Glassy Mountain Advisors's portfolio in Q1 2026, its #67 holding.
  • Glassy Mountain Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2022 and has held it in 4 quarters since.
  • 932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Glassy Mountain Advisors's 13F filing for Q1 2026, filed 8 May 2026.