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

Nalls Sherbakoff Group’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
2025 Q4	$186K	Hold	1,916	–	–	0.13%	109
2025 Q3	$184K	Sell	1,916 -260	-12%	-$24.5K	0.12%	106
2025 Q2	$198K	Hold	2,176	–	–	0.14%	101
2025 Q1	$181K	Buy	+2,176	New	+$196K	0.15%	97
2023 Q4	$190K	Hold	2,400	–	–	0.17%	85
2023 Q3	$173K	Hold	2,400	–	–	0.17%	87
2023 Q2	$166K	Hold	2,400	–	–	0.16%	91
2023 Q1	$169K	Buy	+2,400	New	+$171K	0.17%	92
2018 Q4	$115K	Buy	+2,400	New	+$126K	0.18%	70

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Nalls Sherbakoff Group's IJK Position: Q4 2025 in Review

Nalls Sherbakoff Group held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q4 2025 at 1,916 shares worth $186K. The position accounts for 0.13% of the portfolio, ranked #109.

Nalls Sherbakoff Group first reported a position in IJK in Q4 2018 and has held it in 9 quarters since. The position peaked at $198K in Q2 2025. 919 funds tracked by Wall St. Rank hold IJK as of Q4 2025.

Nalls Sherbakoff Group held 1,916 shares of iShares S&P Mid-Cap 400 Growth ETF worth $186K as of Q4 2025.
Nalls Sherbakoff Group left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q4 2025.
iShares S&P Mid-Cap 400 Growth ETF made up 0.13% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #109 holding.
Nalls Sherbakoff Group first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2018 and has held it in 9 quarters since.
Nalls Sherbakoff Group's iShares S&P Mid-Cap 400 Growth ETF position peaked at $198K in Q2 2025.
919 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.