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

Mezzasalma Advisors’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	$493K	Hold	4,903	–	–	0.13%	100
2025 Q4	$482K	Hold	4,903	–	–	0.12%	105
2025 Q3	$470K	Hold	4,903	–	–	0.12%	102
2025 Q2	$446K	Hold	4,903	–	–	0.13%	92
2025 Q1	$408K	Hold	4,903	–	–	0.14%	94
2024 Q4	$446K	Buy	+4,903	New	+$462K	0.14%	82

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

Mezzasalma Advisors's IJK Position: Q1 2026 in Review

Mezzasalma Advisors held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q1 2026 at 4,903 shares worth $493K. The position accounts for 0.13% of the portfolio, ranked #100.

Mezzasalma Advisors first reported a position in IJK in Q4 2024 and has held it in 6 quarters since. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

Mezzasalma Advisors held 4,903 shares of iShares S&P Mid-Cap 400 Growth ETF worth $493K as of Q1 2026.
Mezzasalma Advisors 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 0.13% of Mezzasalma Advisors's portfolio in Q1 2026, its #100 holding.
Mezzasalma Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2024 and has held it in 6 quarters since.
932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Mezzasalma Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.