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

MOTCO’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	$281K	Sell	2,789 -97	-3%	-$9.96K	0.03%	180
2025 Q4	$280K	Hold	2,886	–	–	0.03%	182
2025 Q3	$277K	Hold	2,886	–	–	0.03%	180
2025 Q2	$268K	Hold	2,886	–	–	0.03%	173
2025 Q1	$240K	Hold	2,886	–	–	0.03%	175
2024 Q4	$262K	Hold	2,886	–	–	0.03%	170
2024 Q3	$265K	Buy	+2,886	New	+$258K	0.03%	184
2015 Q2	–	Sell	-4,556	Closed	-$195K	–	583
2015 Q1	$195K	Hold	4,556	–	–	0.02%	182
2014 Q4	$182K	Hold	4,556	–	–	0.02%	196
2014 Q3	$173K	Hold	4,556	–	–	0.02%	202
2014 Q2	$179K	Hold	4,556	–	–	0.02%	196
2014 Q1	$174K	Hold	4,556	–	–	0.02%	194
2013 Q4	$171K	Hold	4,556	–	–	0.02%	194
2013 Q3	$158K	Hold	4,556	–	–	0.02%	200
2013 Q2	$147K	Buy	+4,556	New	+$148K	0.02%	212

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

MOTCO's IJK Position: Q1 2026 in Review

MOTCO reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 3.4% in Q1 2026, selling an estimated $9.96K and leaving 2,789 shares worth $281K. The position accounts for 0.03% of the portfolio, ranked #180.

MOTCO first reported a position in IJK in Q2 2013 and has held it in 15 quarters since. 933 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

MOTCO held 2,789 shares of iShares S&P Mid-Cap 400 Growth ETF worth $281K as of Q1 2026.
MOTCO sold 97 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $9.96K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.03% of MOTCO's portfolio in Q1 2026, its #180 holding.
MOTCO first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2013 and has held it in 15 quarters since.
933 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on MOTCO's 13F filing for Q1 2026, filed 22 Apr 2026.