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

Lyell Wealth Management’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	$289K	Hold	2,875	–	–	0.02%	183
2025 Q4	$279K	Hold	2,875	–	–	0.02%	191
2025 Q3	$276K	Hold	2,875	–	–	0.02%	188
2025 Q2	$262K	Hold	2,875	–	–	0.02%	193
2025 Q1	$239K	Hold	2,875	–	–	0.02%	189
2024 Q4	$261K	Hold	2,875	–	–	0.02%	182
2024 Q3	$264K	Hold	2,875	–	–	0.02%	186
2024 Q2	$253K	Sell	2,875 -1,635	-36%	-$145K	0.02%	179
2024 Q1	$412K	Sell	4,510 -165	-4%	-$13.8K	0.04%	147
2023 Q4	$370K	Hold	4,675	–	–	0.04%	148
2023 Q3	$338K	Hold	4,675	–	–	0.05%	141
2023 Q2	$351K	Hold	4,675	–	–	0.04%	148
2023 Q1	$334K	Buy	+4,675	New	+$334K	0.05%	160
2022 Q4	–	Sell	-3,785	Closed	-$239K	–	194
2022 Q3	$239K	Hold	3,785	–	–	0.04%	171
2022 Q2	$241K	Hold	3,785	–	–	0.04%	171
2022 Q1	$292K	Buy	3,785 +125	+3%	+$9.66K	0.04%	173
2021 Q4	$312K	Sell	3,660 -4,100	-53%	-$344K	0.04%	164
2021 Q3	$615K	Hold	7,760	–	–	0.07%	122
2021 Q2	$628K	Sell	7,760 -7,620	-50%	-$612K	0.08%	122
2021 Q1	$1.21M	Buy	15,380 +6,060	+65%	+$467K	0.18%	87
2020 Q4	$673K	Buy	+9,320	New	+$621K	0.11%	96

Other funds holding IJK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Lyell Wealth Management's IJK Position: Q1 2026 in Review

Lyell Wealth Management held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q1 2026 at 2,875 shares worth $289K. The position accounts for 0.02% of the portfolio, ranked #183.

Lyell Wealth Management first reported a position in IJK in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.21M in Q1 2021. 933 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

Lyell Wealth Management held 2,875 shares of iShares S&P Mid-Cap 400 Growth ETF worth $289K as of Q1 2026.
Lyell Wealth Management 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 0.02% of Lyell Wealth Management's portfolio in Q1 2026, its #183 holding.
Lyell Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2020 and has held it in 21 quarters since.
Lyell Wealth Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $1.21M in Q1 2021.
933 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.