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

OneAscent Family Office’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	–	Sell	-5,753	Closed	-$557K	–	198
2025 Q4	$557K	Sell	5,753 -5,108	-47%	-$492K	0.38%	65
2025 Q3	$1.04M	Hold	10,861	–	–	0.85%	26
2025 Q2	$988K	Hold	10,861	–	–	0.93%	21
2025 Q1	$911K	Buy	+10,861	New	+$978K	0.85%	28

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

OneAscent Family Office's IJK Position: Q1 2026 in Review

OneAscent Family Office sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2026, closing a stake of 5,753 shares — an estimated $557K sold.

OneAscent Family Office first reported a position in IJK in Q1 2025 and held it in 4 quarters. The position peaked at $1.04M in Q3 2025. 933 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

OneAscent Family Office reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2026 after selling out during the quarter.
OneAscent Family Office sold 5,753 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $557K.
OneAscent Family Office first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2025 and held it in 4 quarters.
OneAscent Family Office's iShares S&P Mid-Cap 400 Growth ETF position peaked at $1.04M in Q3 2025.
933 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on OneAscent Family Office's 13F filing for Q1 2026, filed 21 Apr 2026.