JTC Employer Solutions Trustee’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

JTC Employer Solutions Trustee’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	$237K	Hold	2,360	–	–	0.02%	139
2025 Q4	$229K	Hold	2,360	–	–	0.02%	149
2025 Q3	$226K	Hold	2,360	–	–	0.02%	144
2025 Q2	$215K	Hold	2,360	–	–	0.02%	132
2025 Q1	$196K	Hold	2,360	–	–	0.02%	134
2024 Q4	$215K	Hold	2,360	–	–	0.02%	130
2024 Q3	$217K	Hold	2,360	–	–	0.01%	127
2024 Q2	$208K	Hold	2,360	–	–	0.01%	128
2024 Q1	$215K	Hold	2,360	–	–	0.01%	129
2023 Q4	$189K	Hold	2,360	–	–	0.02%	136
2023 Q3	$171K	Hold	2,360	–	–	0.02%	141
2023 Q2	$177K	Hold	2,360	–	–	0.02%	141
2023 Q1	$169K	Hold	2,360	–	–	0.02%	148
2022 Q4	$161K	Hold	2,360	–	–	0.01%	152
2022 Q3	$149K	Hold	2,360	–	–	0.02%	135
2022 Q2	$151K	Hold	2,360	–	–	0.02%	124
2022 Q1	$183K	Hold	2,360	–	–	0.02%	118
2021 Q4	$201K	Hold	2,360	–	–	0.02%	111
2021 Q3	$187K	Hold	2,360	–	–	0.03%	111
2021 Q2	$191K	Buy	+2,360	New	+$189K	0.03%	98

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

JTC Employer Solutions Trustee's IJK Position: Q1 2026 in Review

JTC Employer Solutions Trustee held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q1 2026 at 2,360 shares worth $237K. The position accounts for 0.02% of the portfolio, ranked #139.

JTC Employer Solutions Trustee first reported a position in IJK in Q2 2021 and has held it in 20 quarters since. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

JTC Employer Solutions Trustee held 2,360 shares of iShares S&P Mid-Cap 400 Growth ETF worth $237K as of Q1 2026.
JTC Employer Solutions Trustee 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 0.02% of JTC Employer Solutions Trustee's portfolio in Q1 2026, its #139 holding.
JTC Employer Solutions Trustee first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2021 and has held it in 20 quarters since.
932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on JTC Employer Solutions Trustee's 13F filing for Q1 2026, filed 19 May 2026.