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

&Partners’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	$5.63M	Buy	56,000 +3,375	+6%	+$347K	0.03%	489
2025 Q4	$5.09M	Buy	52,625 +20,258	+63%	+$1.95M	0.03%	489
2025 Q3	$3.1M	Buy	32,367 +10,709	+49%	+$1.01M	0.02%	583
2025 Q2	$1.97M	Sell	21,658 -335	-2%	-$28.7K	0.02%	676
2025 Q1	$1.83M	Buy	21,993 +2,718	+14%	+$245K	0.02%	576
2024 Q4	$1.78M	Buy	19,275 +4,934	+34%	+$465K	0.02%	547
2024 Q3	$1.32M	Buy	14,341 +3,074	+27%	+$275K	0.03%	466
2024 Q2	$993K	Buy	11,267 +8,344	+285%	+$738K	0.04%	354
2024 Q1	$267K	Buy	+2,923	New	+$244K	0.04%	394

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

&Partners's IJK Position: Q1 2026 in Review

&Partners increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 6.4% in Q1 2026, buying an estimated $347K and bringing the position to 56,000 shares worth $5.63M. The position accounts for 0.03% of the portfolio, ranked #489.

&Partners 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.

&Partners held 56,000 shares of iShares S&P Mid-Cap 400 Growth ETF worth $5.63M as of Q1 2026.
&Partners bought 3,375 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $347K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.03% of &Partners's portfolio in Q1 2026, its #489 holding.
&Partners 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 &Partners's 13F filing for Q1 2026, filed 15 May 2026.