KB
IJK icon

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
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
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

Kimelman & Baird's IJK Position: Q1 2026 in Review

Kimelman & Baird held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q1 2026 at 0 shares worth $31. The position accounts for ﹤0.01% of the portfolio, ranked #261.

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. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

  • Kimelman & Baird held 0 shares of iShares S&P Mid-Cap 400 Growth ETF worth $31 as of Q1 2026.
  • Kimelman & Baird 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 ﹤0.01% of Kimelman & Baird's portfolio in Q1 2026, its #261 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.
  • 932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Kimelman & Baird's 13F filing for Q1 2026, filed 13 May 2026.