Massachusetts Financial Services
IJK icon

Massachusetts Financial Services’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Massachusetts Financial Services’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
-6,522
Closed -$632K – 968
2025
Q4 		$632K Buy
+6,522
New +$628K ﹤0.01% 852

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 $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 $1.28B AUM 32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $324B AUM 22.36% 1-Year Est. Return

Massachusetts Financial Services's IJK Position: Q1 2026 in Review

Massachusetts Financial Services sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2026, closing a stake of 6,522 shares — an estimated $632K sold.

Massachusetts Financial Services first reported a position in IJK in Q4 2025 and held it in 1 quarter. The position peaked at $632K in Q4 2025. 936 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

  • Massachusetts Financial Services reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Massachusetts Financial Services sold 6,522 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $632K.
  • Massachusetts Financial Services first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2025 and held it in 1 quarter.
  • Massachusetts Financial Services's iShares S&P Mid-Cap 400 Growth ETF position peaked at $632K in Q4 2025.
  • 936 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Massachusetts Financial Services's 13F filing for Q1 2026, filed 14 May 2026.