KA
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Klingman & Associates’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Klingman & Associates’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 		– Sell
-2,239
Closed -$217K – 341
2025
Q4 		$217K Hold
2,239
– – 0.01% 302
2025
Q3 		$215K Hold
2,239
– – 0.01% 301
2025
Q2 		$204K Buy
+2,239
New +$192K 0.01% 304
2025
Q1 		– Sell
-2,239
Closed -$204K – 266
2024
Q4 		$204K Sell
2,239
-60
-3% -$5.65K 0.01% 250
2024
Q3 		$211K Sell
2,299
-161
-7% -$14.4K 0.01% 253
2024
Q2 		$217K Buy
+2,460
New +$217K 0.01% 234
2023
Q3 		– Sell
-2,732
Closed -$205K – 227
2023
Q2 		$205K Buy
+2,732
New +$195K 0.02% 210
2022
Q2 		– Sell
-2,732
Closed -$211K – 202
2022
Q1 		$211K Hold
2,732
– – 0.02% 195
2021
Q4 		$233K Hold
2,732
– – 0.02% 167
2021
Q3 		$216K Buy
+2,732
New +$222K 0.02% 160
2018
Q2 		– Sell
-4,120
Closed -$225K – 108
2018
Q1 		$225K Hold
4,120
– – 0.05% 98
2017
Q4 		$222K Sell
4,120
-176
-4% -$9.28K 0.05% 108
2017
Q3 		$217K Buy
4,296
+176
+4% +$8.68K 0.05% 90
2017
Q2 		$203K Buy
+4,120
New +$200K 0.05% 92
2016
Q4 		– Sell
-4,120
Closed -$180K – 199
2016
Q3 		$180K Hold
4,120
– – 0.05% 100
2016
Q2 		$174K Hold
4,120
– – 0.06% 104
2016
Q1 		$167K Hold
4,120
– – 0.06% 104
2015
Q4 		$166K Hold
4,120
– – 0.06% 122
2015
Q3 		$161K Hold
4,120
– – 0.06% 126
2015
Q2 		$175K Hold
4,120
– – 0.07% 92
2015
Q1 		$177K Hold
4,120
– – 0.07% 88
2014
Q4 		$164K Buy
+4,120
New +$160K 0.07% 90

Other funds holding IJK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Klingman & Associates's IJK Position: Q1 2026 in Review

Klingman & Associates sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2026, closing a stake of 2,239 shares — an estimated $217K sold.

Klingman & Associates first reported a position in IJK in Q4 2014 and held it in 22 quarters. The position peaked at $233K in Q4 2021. 937 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

  • Klingman & Associates reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Klingman & Associates sold 2,239 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $217K.
  • Klingman & Associates first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2014 and held it in 22 quarters.
  • Klingman & Associates's iShares S&P Mid-Cap 400 Growth ETF position peaked at $233K in Q4 2021.
  • 937 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.