Keel Point’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Keel Point’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	$641K	Buy	6,366 +1	+0%	+$103	0.04%	226
2025 Q4	$617K	Buy	6,365 +4	+0.1%	+$385	0.04%	254
2025 Q3	$610K	Buy	6,361 +3	+0%	+$283	0.04%	257
2025 Q2	$578K	Buy	6,358 +3	+0%	+$257	0.04%	265
2025 Q1	$529K	Buy	6,355 +3	+0%	+$270	0.04%	242
2024 Q4	$578K	Buy	6,352 +4	+0.1%	+$377	0.05%	208
2024 Q3	$584K	Buy	6,348 +4	+0.1%	+$358	0.05%	209
2024 Q2	$556K	Buy	6,344 +3	+0%	+$265	0.05%	210
2024 Q1	$579K	Buy	+6,341	New	+$529K	0.06%	174
2022 Q2	–	Sell	-12,747	Closed	-$985K	–	275
2022 Q1	$985K	Buy	12,747 +25	+0.2%	+$1.93K	0.15%	100
2021 Q4	$1.08M	Buy	12,722 +3,360	+36%	+$282K	0.12%	100
2021 Q3	$741K	Buy	9,362 +3,914	+72%	+$318K	0.1%	122
2021 Q2	$441K	Sell	5,448 -4	-0.1%	-$321	0.05%	163
2021 Q1	$427K	Buy	+5,452	New	+$420K	0.04%	165
2020 Q2	–	Sell	-6,360	Closed	-$284K	–	199
2020 Q1	$284K	Buy	6,360 +4	+0.1%	+$220	0.04%	144
2019 Q4	$378K	Sell	6,356 -1,996	-24%	-$114K	0.04%	139
2019 Q3	$467K	Sell	8,352 -204	-2%	-$11.5K	0.06%	120
2019 Q2	$484K	Sell	8,556 -448	-5%	-$24.8K	0.06%	126
2019 Q1	$493K	Sell	9,004 -296	-3%	-$15.6K	0.06%	126
2018 Q4	$445K	Hold	9,300	–	–	0.06%	130
2018 Q3	$542K	Buy	+9,300	New	+$540K	0.07%	94

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

Keel Point's IJK Position: Q1 2026 in Review

Keel Point increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.02% in Q1 2026, buying an estimated $103 and bringing the position to 6,366 shares worth $641K. The position accounts for 0.04% of the portfolio, ranked #226.

Keel Point first reported a position in IJK in Q3 2018 and has held it in 21 quarters since. The position peaked at $1.08M in Q4 2021. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

Keel Point held 6,366 shares of iShares S&P Mid-Cap 400 Growth ETF worth $641K as of Q1 2026.
Keel Point 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 0.04% of Keel Point's portfolio in Q1 2026, its #226 holding.
Keel Point first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2018 and has held it in 21 quarters since.
Keel Point's iShares S&P Mid-Cap 400 Growth ETF position peaked at $1.08M in Q4 2021.
932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Keel Point's 13F filing for Q1 2026, filed 1 Jun 2026.