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MLP3 LLC’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

MLP3 LLC’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 		$337K Buy
3,349
+1
+0% +$103 0.37% 59
2025
Q4 		$324K Buy
+3,348
New +$322K 0.35% 61

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 $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $1.15T AUM 47.82% 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 $369B AUM 28.27% 1-Year Est. Return

MLP3 LLC's IJK Position: Q1 2026 in Review

MLP3 LLC increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.03% in Q1 2026, buying an estimated $103 and bringing the position to 3,349 shares worth $337K. The position accounts for 0.37% of the portfolio, ranked #59.

MLP3 LLC first reported a position in IJK in Q4 2025 and has held it in 2 quarters since. 937 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

  • MLP3 LLC held 3,349 shares of iShares S&P Mid-Cap 400 Growth ETF worth $337K as of Q1 2026.
  • MLP3 LLC bought 1 iShares S&P Mid-Cap 400 Growth ETF share in Q1 2026, an estimated $103.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.37% of MLP3 LLC's portfolio in Q1 2026, its #59 holding.
  • MLP3 LLC first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • 937 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on MLP3 LLC's 13F filing for Q1 2026, filed 13 Apr 2026.