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

IBEX Wealth 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	$493K	Buy	+4,898	New	+$503K	0.05%	157
2025 Q4	–	Sell	-5,721	Closed	-$549K	–	155
2025 Q3	$549K	Buy	+5,721	New	+$539K	0.05%	152
2021 Q3	–	Sell	-30,424	Closed	-$2.46M	–	440
2021 Q2	$2.46M	Sell	30,424 -237	-0.8%	-$19K	0.49%	76
2021 Q1	$2.4M	Buy	+30,661	New	+$2.36M	0.59%	68
2019 Q3	–	Sell	-44	Closed	-$2K	–	216
2019 Q2	$2K	Buy	+44	New	+$2.44K	﹤0.01%	398
2017 Q1	–	Sell	-140	Closed	-$6K	–	211
2016 Q4	$6K	Buy	+140	New	+$6.16K	﹤0.01%	354

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

IBEX Wealth Advisors's IJK Position: Q1 2026 in Review

IBEX Wealth Advisors opened a new position in iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2026: 4,898 shares worth $493K. The stake represents 0.05% of the portfolio and ranks #157 among its holdings. This is a return to the name: IBEX Wealth Advisors previously reported a position in IJK as recently as Q3 2025.

IBEX Wealth Advisors first reported a position in IJK in Q4 2016 and has held it in 6 quarters since. The position peaked at $2.46M in Q2 2021. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

IBEX Wealth Advisors held 4,898 shares of iShares S&P Mid-Cap 400 Growth ETF worth $493K as of Q1 2026.
iShares S&P Mid-Cap 400 Growth ETF was a new IBEX Wealth Advisors position in Q1 2026.
iShares S&P Mid-Cap 400 Growth ETF made up 0.05% of IBEX Wealth Advisors's portfolio in Q1 2026, its #157 holding.
IBEX Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2016 and has held it in 6 quarters since.
IBEX Wealth Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $2.46M in Q2 2021.
932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.