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

Kimelman & Baird’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 Q3	–	Hold	0	–	–	–	258
2026 Q2	–	Hold	0	–	–	–	259
2026 Q1	–	Hold	0	–	–	–	261
2025 Q4	–	Sell	-300	Closed	-$28.9K	–	262
2025 Q3	$28.8K	Hold	300	–	–	﹤0.01%	218
2025 Q2	$27.3K	Hold	300	–	–	﹤0.01%	227
2025 Q1	$25K	Hold	300	–	–	﹤0.01%	227
2024 Q4	$27.3K	Hold	300	–	–	﹤0.01%	227
2024 Q3	$27.6K	Sell	300 -50	-14%	-$4.47K	﹤0.01%	229
2024 Q2	$30.9K	Buy	+350	New	+$30.9K	﹤0.01%	225

Other funds holding IJK

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Kimelman & Baird's IJK Position: Q3 2026 in Review

Kimelman & Baird held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q3 2026 at 0 shares worth $34. The position accounts for ﹤0.01% of the portfolio, ranked #258.

Kimelman & Baird first reported a position in IJK in Q2 2024 and has held it in 6 quarters since. The position peaked at $30.9K in Q2 2024. 859 funds tracked by Wall St. Rank hold IJK as of Q3 2026.

Kimelman & Baird held 0 shares of iShares S&P Mid-Cap 400 Growth ETF worth $34 as of Q3 2026.
Kimelman & Baird left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q3 2026.
iShares S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of Kimelman & Baird's portfolio in Q3 2026, its #258 holding.
Kimelman & Baird first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2024 and has held it in 6 quarters since.
Kimelman & Baird's iShares S&P Mid-Cap 400 Growth ETF position peaked at $30.9K in Q2 2024.
859 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2026.

Based on Kimelman & Baird's 13F filing for Q3 2026, filed 3 Nov 2026.