Perigon Wealth Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $763K | Hold |
7,584
| – | – | 0.01% | 617 |
|
|
2025
Q4 | $735K | Sell |
7,584
-501
| -6% | -$48.2K | 0.01% | 642 |
|
|
2025
Q3 | $775K | Sell |
8,085
-2,123
| -21% | -$200K | 0.02% | 588 |
|
|
2025
Q2 | $929K | Sell |
10,208
-629
| -6% | -$53.9K | 0.02% | 491 |
|
|
2025
Q1 | $902K | Sell |
10,837
-238
| -2% | -$21.4K | 0.02% | 474 |
|
|
2024
Q4 | $1.04M | Sell |
11,075
-142
| -1% | -$13.4K | 0.03% | 436 |
|
|
2024
Q3 | $1.03M | Hold |
11,217
| – | – | 0.03% | 424 |
|
|
2024
Q2 | $988K | Sell |
11,217
-255
| -2% | -$22.5K | 0.03% | 385 |
|
|
2024
Q1 | $1.05M | Buy |
11,472
+161
| +1% | +$13.4K | 0.03% | 361 |
|
|
2023
Q4 | $896K | Buy |
11,311
+236
| +2% | +$17.3K | 0.03% | 363 |
|
|
2023
Q3 | $800K | Sell |
11,075
-715
| -6% | -$53.9K | 0.03% | 346 |
|
|
2023
Q2 | $884K | Sell |
11,790
-379
| -3% | -$27.1K | 0.03% | 341 |
|
|
2023
Q1 | $870K | Sell |
12,169
-22
| -0.2% | -$1.57K | 0.05% | 297 |
|
|
2022
Q4 | $833K | Buy |
12,191
+3,319
| +37% | +$228K | 0.05% | 302 |
|
|
2022
Q3 | $559K | Sell |
8,872
-133
| -1% | -$9.18K | 0.05% | 307 |
|
|
2022
Q2 | $574K | Hold |
9,005
| – | – | 0.05% | 304 |
|
|
2022
Q1 | $696K | Buy |
9,005
+600
| +7% | +$46.4K | 0.05% | 292 |
|
|
2021
Q4 | $717K | Buy |
8,405
+1,204
| +17% | +$101K | 0.05% | 269 |
|
|
2021
Q3 | $570K | Sell |
7,201
-1,676
| -19% | -$136K | 0.05% | 281 |
|
|
2021
Q2 | $718K | Buy |
8,877
+712
| +9% | +$57.1K | 0.06% | 243 |
|
|
2021
Q1 | $640K | Buy |
8,165
+1,961
| +32% | +$151K | 0.07% | 250 |
|
|
2020
Q4 | $448K | Hold |
6,204
| – | – | 0.05% | 267 |
|
|
2020
Q3 | $371K | Hold |
6,204
| – | – | 0.05% | 266 |
|
|
2020
Q2 | $347K | Sell |
6,204
-200
| -3% | -$10.4K | 0.06% | 245 |
|
|
2020
Q1 | $311K | Sell |
6,404
-3,796
| -37% | -$209K | 0.06% | 230 |
|
|
2019
Q4 | $607K | Buy |
10,200
+3,016
| +42% | +$173K | 0.12% | 124 |
|
|
2019
Q3 | $401K | Hold |
7,184
| – | – | 0.09% | 142 |
|
|
2019
Q2 | $406K | Buy |
7,184
+2,392
| +50% | +$133K | 0.1% | 143 |
|
|
2019
Q1 | $269K | Hold |
4,792
| – | – | 0.06% | 177 |
|
|
2018
Q4 | $248K | Buy |
4,792
+836
| +21% | +$43.8K | 0.06% | 183 |
|
|
2018
Q3 | $231K | Sell |
3,956
-13,448
| -77% | -$781K | 0.06% | 219 |
|
|
2018
Q2 | $980K | Buy |
17,404
+5,572
| +47% | +$311K | 0.29% | 72 |
|
|
2018
Q1 | $646K | Buy |
11,832
+7,936
| +204% | +$439K | 0.24% | 76 |
|
|
2017
Q4 | $210K | Sell |
3,896
-12,292
| -76% | -$648K | 0.08% | 142 |
|
|
2017
Q3 | $819K | Sell |
16,188
-29,212
| -64% | -$1.44M | 0.27% | 83 |
|
|
2017
Q2 | $2.23M | Sell |
45,400
-2,148
| -5% | -$104K | 0.49% | 60 |
|
|
2017
Q1 | $2.27M | Buy |
47,548
+212
| +0.4% | +$10K | 0.48% | 64 |
|
|
2016
Q4 | $2.28M | Buy |
47,336
+5,024
| +12% | +$221K | 0.5% | 61 |
|
|
2016
Q3 | $1.85M | Buy |
42,312
+4,028
| +11% | +$177K | 0.47% | 66 |
|
|
2016
Q2 | $1.62M | Buy |
+38,284
| New | +$1.59M | 0.43% | 68 |
|
|
2016
Q1 | – | Sell |
-30,440
| Closed | -$1.23M | – | 287 |
|
|
2015
Q4 | $1.23M | Sell |
30,440
-8,448
| -22% | -$346K | 0.34% | 83 |
|
|
2015
Q3 | $1.53M | Buy |
38,888
+320
| +0.8% | +$13.4K | 0.45% | 59 |
|
|
2015
Q2 | $1.63M | Buy |
38,568
+5,452
| +16% | +$233K | 0.43% | 63 |
|
|
2015
Q1 | $1.42M | Buy |
33,116
+17,960
| +119% | +$744K | 0.39% | 69 |
|
|
2014
Q4 | $605K | Buy |
15,156
+1,032
| +7% | +$40.1K | 0.18% | 116 |
|
|
2014
Q3 | $535K | Sell |
14,124
-1,412
| -9% | -$54.7K | 0.16% | 117 |
|
|
2014
Q2 | $610K | Sell |
15,536
-1,300
| -8% | -$49.1K | 0.17% | 111 |
|
|
2014
Q1 | $644K | Sell |
16,836
-480
| -3% | -$18.1K | 0.35% | 64 |
|
|
2013
Q4 | $650K | Buy |
+17,316
| New | +$625K | 0.36% | 56 |
|
Other funds holding IJK
SP
Perigon Wealth Management's IJK Position: Q1 2026 in Review
Perigon Wealth Management held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q1 2026 at 7,584 shares worth $763K. The position accounts for 0.01% of the portfolio, ranked #617.
Perigon Wealth Management first reported a position in IJK in Q4 2013 and has held it in 49 quarters since. The position peaked at $2.28M in Q4 2016. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.
- Perigon Wealth Management held 7,584 shares of iShares S&P Mid-Cap 400 Growth ETF worth $763K as of Q1 2026.
- Perigon Wealth Management 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 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #617 holding.
- Perigon Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2013 and has held it in 49 quarters since.
- Perigon Wealth Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $2.28M in Q4 2016.
- 932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.
Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.