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

Parcion Private 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	$426K	Hold	4,229	–	–	0.03%	271
2025 Q4	$410K	Sell	4,229 -2,575	-38%	-$248K	0.02%	267
2025 Q3	$652K	Hold	6,804	–	–	0.04%	170
2025 Q2	$619K	Hold	6,804	–	–	0.04%	156
2025 Q1	$567K	Sell	6,804 -872	-11%	-$78.5K	0.05%	160
2024 Q4	$698K	Sell	7,676 -808	-10%	-$76.1K	0.05%	138
2024 Q3	$780K	Sell	8,484 -740	-8%	-$66.2K	0.06%	128
2024 Q2	$813K	Sell	9,224 -110	-1%	-$9.72K	0.07%	119
2024 Q1	$852K	Hold	9,334	–	–	0.08%	118
2023 Q4	$739K	Buy	9,334 +352	+4%	+$25.8K	0.07%	117
2023 Q3	$649K	Hold	8,982	–	–	0.07%	121
2023 Q2	$674K	Hold	8,982	–	–	0.07%	120
2023 Q1	$642K	Hold	8,982	–	–	0.07%	122
2022 Q4	$613K	Hold	8,982	–	–	0.07%	128
2022 Q3	$566K	Hold	8,982	–	–	0.06%	138
2022 Q2	$612K	Hold	8,982	–	–	0.06%	148
2022 Q1	$694K	Sell	8,982 -33,944	-79%	-$2.62M	0.06%	123
2021 Q4	$3.46M	Sell	42,926 -43,588	-50%	-$3.65M	0.31%	71
2021 Q3	$7.11M	Sell	86,514 -1,455	-2%	-$118K	0.63%	37
2021 Q2	$7.12M	Buy	87,969 +5	+0%	+$401	0.71%	34
2021 Q1	$6.89M	Sell	87,964 -7,511	-8%	-$579K	0.78%	28
2020 Q4	$6.89M	Sell	95,475 -5,809	-6%	-$387K	0.91%	24
2020 Q3	$6.17M	Sell	101,284 -8,164	-7%	-$486K	0.94%	21
2020 Q2	$6.21M	Sell	109,448 -192,072	-64%	-$9.98M	1.05%	20
2020 Q1	$13.5M	Buy	301,520 +124,096	+70%	+$6.83M	3.71%	6
2019 Q4	$10.6M	Buy	+177,424	New	+$10.2M	2.31%	10

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

Parcion Private Wealth's IJK Position: Q1 2026 in Review

Parcion Private Wealth held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q1 2026 at 4,229 shares worth $426K. The position accounts for 0.03% of the portfolio, ranked #271.

Parcion Private Wealth first reported a position in IJK in Q4 2019 and has held it in 26 quarters since. The position peaked at $13.5M in Q1 2020. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

Parcion Private Wealth held 4,229 shares of iShares S&P Mid-Cap 400 Growth ETF worth $426K as of Q1 2026.
Parcion Private Wealth left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q1 2026.
iShares S&P Mid-Cap 400 Growth ETF made up 0.03% of Parcion Private Wealth's portfolio in Q1 2026, its #271 holding.
Parcion Private Wealth first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2019 and has held it in 26 quarters since.
Parcion Private Wealth's iShares S&P Mid-Cap 400 Growth ETF position peaked at $13.5M in Q1 2020.
932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Parcion Private Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.