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

Orleans Capital Management’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
-11,001
Closed -$1.07M – 111
2025
Q4 		$1.07M Buy
+11,001
New +$1.06M 0.66% 45

Other funds holding IJK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Orleans Capital Management's IJK Position: Q1 2026 in Review

Orleans Capital Management sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2026, closing a stake of 11,001 shares — an estimated $1.07M sold.

Orleans Capital Management first reported a position in IJK in Q4 2025 and held it in 1 quarter. The position peaked at $1.07M in Q4 2025. 933 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

  • Orleans Capital Management reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Orleans Capital Management sold 11,001 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $1.07M.
  • Orleans Capital Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2025 and held it in 1 quarter.
  • Orleans Capital Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $1.07M in Q4 2025.
  • 933 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Orleans Capital Management's 13F filing for Q1 2026, filed 14 May 2026.