Kovitz Investment Group Partners’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Kovitz Investment Group Partners’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
2025 Q4	–	Sell	-33,735	Closed	-$3.23M	–	857
2025 Q3	$3.23M	Sell	33,735 -1,797	-5%	-$169K	0.01%	542
2025 Q2	$3.23M	Sell	35,532 -6,530	-16%	-$559K	0.01%	523
2025 Q1	$3.5M	Buy	42,062 +605	+1%	+$54.5K	0.02%	471
2024 Q4	$3.77M	Buy	41,457 +1,904	+5%	+$179K	0.02%	457
2024 Q3	$73.2K	Buy	39,553 +2,702	+7%	+$242K	﹤0.01%	993
2024 Q2	$3.25M	Buy	+36,851	New	+$3.26M	0.03%	355
2018 Q1	–	Sell	-4,624	Closed	-$249K	–	148
2017 Q4	$249K	Buy	+4,624	New	+$244K	0.01%	147

Other funds holding IJK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Kovitz Investment Group Partners's IJK Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q4 2025, closing a stake of 33,735 shares — an estimated $3.23M sold.

Kovitz Investment Group Partners first reported a position in IJK in Q4 2017 and held it in 7 quarters. The position peaked at $3.77M in Q4 2024. 920 funds tracked by Wall St. Rank hold IJK as of Q4 2025.

Kovitz Investment Group Partners reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 33,735 iShares S&P Mid-Cap 400 Growth ETF shares in Q4 2025, an estimated $3.23M.
Kovitz Investment Group Partners first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2017 and held it in 7 quarters.
Kovitz Investment Group Partners's iShares S&P Mid-Cap 400 Growth ETF position peaked at $3.77M in Q4 2024.
920 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.