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

Linscomb Wealth’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 		$378K Sell
3,757
-37
-1% -$3.8K 0.02% 264
2025
Q4 		$368K Hold
3,794
– – 0.02% 250
2025
Q3 		$364K Sell
3,794
-161
-4% -$15.2K 0.02% 249
2025
Q2 		$360K Sell
3,955
-155
-4% -$13.3K 0.02% 251
2025
Q1 		$342K Hold
4,110
– – 0.02% 249
2024
Q4 		$374K Hold
4,110
– – 0.02% 241
2024
Q3 		$378K Sell
4,110
-284
-6% -$25.4K 0.02% 233
2024
Q2 		$387K Hold
4,394
– – 0.02% 227
2024
Q1 		$401K Hold
4,394
– – 0.02% 226
2023
Q4 		$348K Sell
4,394
-70
-2% -$5.14K 0.02% 232
2023
Q3 		$323K Sell
4,464
-36
-0.8% -$2.71K 0.02% 234
2023
Q2 		$338K Sell
4,500
-17
-0.4% -$1.21K 0.02% 236
2023
Q1 		$323K Sell
4,517
-16
-0.4% -$1.14K 0.02% 246
2022
Q4 		$310K Sell
4,533
-512
-10% -$35.2K 0.02% 278
2022
Q3 		$318K Buy
5,045
+18
+0.4% +$1.24K 0.02% 232
2022
Q2 		$320K Buy
5,027
+1,628
+48% +$114K 0.02% 239
2022
Q1 		$263K Buy
3,399
+952
+39% +$73.6K 0.01% 306
2021
Q4 		$209K Buy
+2,447
New +$205K 0.01% 324
2019
Q3 		– Sell
-3,732
Closed -$211K – 274
2019
Q2 		$211K Buy
+3,732
New +$207K 0.02% 256
2018
Q4 		– Sell
-3,888
Closed -$226K – 271
2018
Q3 		$226K Buy
3,888
+4
+0.1% +$232 0.02% 254
2018
Q2 		$218K Sell
3,884
-864
-18% -$48.3K 0.02% 253
2018
Q1 		$259K Sell
4,748
-736
-13% -$40.7K 0.02% 232
2017
Q4 		$296K Sell
5,484
-3,496
-39% -$184K 0.02% 220
2017
Q3 		$454K Sell
8,980
-796
-8% -$39.2K 0.04% 182
2017
Q2 		$481K Hold
9,776
– – 0.04% 168
2017
Q1 		$467K Buy
9,776
+4
+0% +$189 0.04% 169
2016
Q4 		$445K Buy
9,772
+112
+1% +$4.93K 0.04% 176
2016
Q3 		$422K Sell
9,660
-396
-4% -$17.4K 0.04% 179
2016
Q2 		$425K Hold
10,056
– – 0.04% 173
2016
Q1 		$409K Sell
10,056
-1,160
-10% -$44.3K 0.04% 178
2015
Q4 		$451K Sell
11,216
-348
-3% -$14.2K 0.05% 166
2015
Q3 		$454K Sell
11,564
-1,424
-11% -$59.5K 0.05% 170
2015
Q2 		$550K Buy
12,988
+3,180
+32% +$136K 0.06% 158
2015
Q1 		$421K Sell
9,808
-20
-0.2% -$828 0.05% 186
2014
Q4 		$392K Sell
9,828
-1,116
-10% -$43.3K 0.04% 191
2014
Q3 		$414K Buy
10,944
+1,144
+12% +$44.3K 0.05% 186
2014
Q2 		$385K Buy
9,800
+80
+0.8% +$3.02K 0.04% 191
2014
Q1 		$373K Buy
9,720
+2,488
+34% +$93.7K 0.04% 189
2013
Q4 		$272K Sell
7,232
-20
-0.3% -$721 0.03% 194
2013
Q3 		$252K Sell
7,252
-40
-0.5% -$1.36K 0.03% 201
2013
Q2 		$235K Buy
+7,292
New +$237K 0.03% 209

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

Linscomb Wealth's IJK Position: Q1 2026 in Review

Linscomb Wealth reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.98% in Q1 2026, selling an estimated $3.8K and leaving 3,757 shares worth $378K. The position accounts for 0.02% of the portfolio, ranked #264.

Linscomb Wealth first reported a position in IJK in Q2 2013 and has held it in 41 quarters since. The position peaked at $550K in Q2 2015. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

  • Linscomb Wealth held 3,757 shares of iShares S&P Mid-Cap 400 Growth ETF worth $378K as of Q1 2026.
  • Linscomb Wealth sold 37 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $3.8K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.02% of Linscomb Wealth's portfolio in Q1 2026, its #264 holding.
  • Linscomb Wealth first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2013 and has held it in 41 quarters since.
  • Linscomb Wealth's iShares S&P Mid-Cap 400 Growth ETF position peaked at $550K in Q2 2015.
  • 932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Linscomb Wealth's 13F filing for Q1 2026, filed 11 May 2026.