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

McCarter Private Wealth 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	$273K	Hold	2,713	–	–	0.12%	141
2025 Q4	$263K	Sell	2,713 -442	-14%	-$42.6K	0.12%	139
2025 Q3	$303K	Hold	3,155	–	–	0.15%	107
2025 Q2	$287K	Buy	+3,155	New	+$270K	0.16%	100

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

McCarter Private Wealth Services's IJK Position: Q1 2026 in Review

McCarter Private Wealth Services held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q1 2026 at 2,713 shares worth $273K. The position accounts for 0.12% of the portfolio, ranked #141.

McCarter Private Wealth Services first reported a position in IJK in Q2 2025 and has held it in 4 quarters since. The position peaked at $303K in Q3 2025. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

McCarter Private Wealth Services held 2,713 shares of iShares S&P Mid-Cap 400 Growth ETF worth $273K as of Q1 2026.
McCarter Private Wealth Services 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 0.12% of McCarter Private Wealth Services's portfolio in Q1 2026, its #141 holding.
McCarter Private Wealth Services first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2025 and has held it in 4 quarters since.
McCarter Private Wealth Services's iShares S&P Mid-Cap 400 Growth ETF position peaked at $303K in Q3 2025.
932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on McCarter Private Wealth Services's 13F filing for Q1 2026, filed 15 May 2026.