Ken Fisher
IJK icon

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

Ken Fisher’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 		$334K Sell
3,319
-568
-15% -$58.4K ﹤0.01% 889
2025
Q4 		$377K Buy
3,887
+111
+3% +$10.7K ﹤0.01% 836
2025
Q3 		$362K Buy
+3,776
New +$356K ﹤0.01% 840
2024
Q2 		– Sell
-3,593
Closed -$328K – 1021
2024
Q1 		$328K Buy
+3,593
New +$300K ﹤0.01% 856

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

Ken Fisher's IJK Position: Q1 2026 in Review

Ken Fisher reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 15% in Q1 2026, selling an estimated $58.4K and leaving 3,319 shares worth $334K. The position accounts for ﹤0.01% of the portfolio, ranked #889.

Ken Fisher first reported a position in IJK in Q1 2024 and has held it in 4 quarters since. The position peaked at $377K in Q4 2025. 933 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

  • Ken Fisher held 3,319 shares of iShares S&P Mid-Cap 400 Growth ETF worth $334K as of Q1 2026.
  • Ken Fisher sold 568 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $58.4K.
  • iShares S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of Ken Fisher's portfolio in Q1 2026, its #889 holding.
  • Ken Fisher first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2024 and has held it in 4 quarters since.
  • Ken Fisher's iShares S&P Mid-Cap 400 Growth ETF position peaked at $377K in Q4 2025.
  • 933 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.