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

NewEdge Wealth’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	$5.25M	Buy	52,188 +10,880	+26%	+$1.12M	0.06%	211
2025 Q4	$4M	Buy	41,308 +38,249	+1,250%	+$3.68M	0.05%	285
2025 Q3	$293K	Hold	3,059	–	–	﹤0.01%	881
2025 Q2	$282K	Buy	3,059 +126	+4%	+$10.8K	﹤0.01%	850
2025 Q1	$244K	Buy	2,933 +570	+24%	+$51.3K	﹤0.01%	823
2024 Q4	$215K	Hold	2,363	–	–	﹤0.01%	870
2024 Q3	$217K	Hold	2,363	–	–	﹤0.01%	820
2024 Q2	$208K	Hold	2,363	–	–	﹤0.01%	723
2024 Q1	$206K	Buy	+2,363	New	+$197K	﹤0.01%	766

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

NewEdge Wealth's IJK Position: Q1 2026 in Review

NewEdge Wealth increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 26% in Q1 2026, buying an estimated $1.12M and bringing the position to 52,188 shares worth $5.25M. The position accounts for 0.06% of the portfolio, ranked #211.

NewEdge Wealth first reported a position in IJK in Q1 2024 and has held it in 9 quarters since. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

NewEdge Wealth held 52,188 shares of iShares S&P Mid-Cap 400 Growth ETF worth $5.25M as of Q1 2026.
NewEdge Wealth bought 10,880 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $1.12M.
iShares S&P Mid-Cap 400 Growth ETF made up 0.06% of NewEdge Wealth's portfolio in Q1 2026, its #211 holding.
NewEdge Wealth first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2024 and has held it in 9 quarters since.
932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.