HBW
IJK icon

Hazlett, Burt & Watson’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Hazlett, Burt & Watson’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 		$1.27M Buy
12,571
+2,296
+22% +$236K 0.4% 62
2025
Q4 		$995K Buy
10,275
+4,443
+76% +$428K 0.32% 75
2025
Q3 		$558K Buy
5,832
+288
+5% +$27.1K 0.2% 114
2025
Q2 		$504K Sell
5,544
-801
-13% -$68.6K 0.21% 108
2025
Q1 		$530K Buy
6,345
+1,601
+34% +$144K 0.24% 97
2024
Q4 		$431K Buy
4,744
+179
+4% +$16.9K 0.19% 114
2024
Q3 		$420K Buy
4,565
+82
+2% +$7.33K 0.19% 119
2024
Q2 		$395K Sell
4,483
-139
-3% -$12.3K 0.2% 106
2024
Q1 		$422K Buy
4,622
+325
+8% +$27.1K 0.25% 78
2023
Q4 		$342K Buy
4,297
+431
+11% +$31.6K 0.23% 93
2023
Q3 		$278K Buy
3,866
+547
+16% +$41.2K 0.21% 107
2023
Q2 		$250K Buy
3,319
+102
+3% +$7.28K 0.19% 118
2023
Q1 		$231K Sell
3,217
-4
-0.1% -$286 0.19% 113
2022
Q4 		$220K Sell
3,221
-239
-7% -$16.4K 0.19% 111
2022
Q3 		$218K Buy
3,460
+1
+0% +$69 0.21% 104
2022
Q2 		$220K Buy
3,459
+5
+0.1% +$351 0.2% 109
2022
Q1 		$268K Buy
+3,454
New +$267K 0.21% 101

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

Hazlett, Burt & Watson's IJK Position: Q1 2026 in Review

Hazlett, Burt & Watson increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 22% in Q1 2026, buying an estimated $236K and bringing the position to 12,571 shares worth $1.27M. The position accounts for 0.4% of the portfolio, ranked #62.

Hazlett, Burt & Watson first reported a position in IJK in Q1 2022 and has held it in 17 quarters since. 933 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

  • Hazlett, Burt & Watson held 12,571 shares of iShares S&P Mid-Cap 400 Growth ETF worth $1.27M as of Q1 2026.
  • Hazlett, Burt & Watson bought 2,296 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $236K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.4% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #62 holding.
  • Hazlett, Burt & Watson first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2022 and has held it in 17 quarters since.
  • 933 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.