M1 Capital Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

M1 Capital 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 Q2	$3.81M	Sell	32,444 -1,739	-5%	-$193K	1.41%	20
2026 Q1	$3.44M	Sell	34,183 -1,029	-3%	-$106K	1.59%	18
2025 Q4	$3.41M	Sell	35,212 -1,774	-5%	-$171K	1.42%	17
2025 Q3	$3.55M	Sell	36,986 -2,425	-6%	-$228K	1.53%	18
2025 Q2	$3.59M	Buy	+39,411	New	+$3.37M	1.81%	14
2025 Q1	–	Sell	-48,827	Closed	-$4.44M	–	93
2024 Q4	$4.44M	Buy	+48,827	New	+$4.6M	2.4%	12

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

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

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

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

Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

M1 Capital Management's IJK Position: Q2 2026 in Review

M1 Capital Management reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 5.1% in Q2 2026, selling an estimated $193K and leaving 32,444 shares worth $3.81M. The position accounts for 1.41% of the portfolio, ranked #20.

M1 Capital Management first reported a position in IJK in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.44M in Q4 2024. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

M1 Capital Management held 32,444 shares of iShares S&P Mid-Cap 400 Growth ETF worth $3.81M as of Q2 2026.
M1 Capital Management sold 1,739 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $193K.
iShares S&P Mid-Cap 400 Growth ETF made up 1.41% of M1 Capital Management's portfolio in Q2 2026, its #20 holding.
M1 Capital Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2024 and has held it in 6 quarters since.
M1 Capital Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $4.44M in Q4 2024.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on M1 Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.