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

MidAtlantic 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 Q1	$536K	Buy	5,327 +444	+9%	+$45.6K	0.37%	56
2025 Q4	$473K	Buy	4,883 +144	+3%	+$13.9K	0.3%	58
2025 Q3	$454K	Hold	4,739	–	–	0.31%	60
2025 Q2	$431K	Sell	4,739 -39	-0.8%	-$3.34K	0.31%	64
2025 Q1	$398K	Sell	4,778 -189	-4%	-$17K	0.31%	64
2024 Q4	$452K	Sell	4,967 -6	-0.1%	-$565	0.33%	58
2024 Q3	$457K	Buy	4,973 +538	+12%	+$48.1K	0.33%	59
2024 Q2	$391K	Buy	4,435 +598	+16%	+$52.9K	0.33%	59
2024 Q1	$350K	Buy	3,837 +64	+2%	+$5.34K	0.31%	60
2023 Q4	$299K	Buy	+3,773	New	+$277K	0.29%	64

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

MidAtlantic Capital Management's IJK Position: Q1 2026 in Review

MidAtlantic Capital Management increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 9.1% in Q1 2026, buying an estimated $45.6K and bringing the position to 5,327 shares worth $536K. The position accounts for 0.37% of the portfolio, ranked #56.

MidAtlantic Capital Management first reported a position in IJK in Q4 2023 and has held it in 10 quarters since. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

MidAtlantic Capital Management held 5,327 shares of iShares S&P Mid-Cap 400 Growth ETF worth $536K as of Q1 2026.
MidAtlantic Capital Management bought 444 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $45.6K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.37% of MidAtlantic Capital Management's portfolio in Q1 2026, its #56 holding.
MidAtlantic Capital Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2023 and has held it in 10 quarters since.
932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on MidAtlantic Capital Management's 13F filing for Q1 2026, filed 8 May 2026.