Novak & Powell Financial Services’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Novak & Powell Financial Services’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	$1.6M	Sell	15,927 -315	-2%	-$32.4K	0.86%	29
2025 Q4	$1.57M	Sell	16,242 -264	-2%	-$25.4K	0.82%	29
2025 Q3	$1.58M	Buy	16,506 +10,358	+168%	+$976K	0.83%	31
2025 Q2	$559K	Sell	6,148 -10,490	-63%	-$898K	0.39%	61
2025 Q1	$1.39M	Sell	16,638 -1,776	-10%	-$160K	0.86%	29
2024 Q4	$1.67M	Sell	18,414 -103	-0.6%	-$9.7K	1%	22
2024 Q3	$1.7M	Sell	18,517 -44	-0.2%	-$3.94K	0.99%	27
2024 Q2	$1.64M	Buy	18,561 +11,169	+151%	+$987K	1.02%	26
2024 Q1	$675K	Sell	7,392 -11,025	-60%	-$920K	0.5%	51
2023 Q4	$1.45M	Buy	+18,417	New	+$1.35M	0.97%	30

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

Novak & Powell Financial Services's IJK Position: Q1 2026 in Review

Novak & Powell Financial Services reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 1.9% in Q1 2026, selling an estimated $32.4K and leaving 15,927 shares worth $1.6M. The position accounts for 0.86% of the portfolio, ranked #29.

Novak & Powell Financial Services first reported a position in IJK in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.7M in Q3 2024. 933 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

Novak & Powell Financial Services held 15,927 shares of iShares S&P Mid-Cap 400 Growth ETF worth $1.6M as of Q1 2026.
Novak & Powell Financial Services sold 315 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $32.4K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.86% of Novak & Powell Financial Services's portfolio in Q1 2026, its #29 holding.
Novak & Powell Financial Services first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2023 and has held it in 10 quarters since.
Novak & Powell Financial Services's iShares S&P Mid-Cap 400 Growth ETF position peaked at $1.7M in Q3 2024.
933 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Novak & Powell Financial Services's 13F filing for Q1 2026, filed 14 May 2026.