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

Perritt 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
2025 Q4	–	Sell	-4,442	Closed	-$426K	–	175
2025 Q3	$426K	Buy	4,442 +8	+0.2%	+$754	0.2%	102
2025 Q2	$403K	Buy	4,434 +7	+0.2%	+$599	0.21%	100
2025 Q1	$369K	Buy	4,427 +6	+0.1%	+$540	0.2%	108
2024 Q4	$402K	Buy	4,421 +201	+5%	+$18.9K	0.21%	115
2024 Q3	$388K	Buy	4,220 +3	+0.1%	+$268	0.2%	116
2024 Q2	$372K	Buy	4,217 +2	+0%	+$177	0.2%	109
2024 Q1	$385K	Buy	4,215 +1	+0%	+$83	0.21%	111
2023 Q4	$334K	Buy	4,214 +14	+0.3%	+$1.03K	0.19%	118
2023 Q3	$303K	Hold	4,200	–	–	0.18%	126
2023 Q2	$315K	Hold	4,200	–	–	0.17%	121
2023 Q1	$300K	Hold	4,200	–	–	0.17%	121
2022 Q4	$287K	Hold	4,200	–	–	0.16%	128
2022 Q3	$265K	Hold	4,200	–	–	0.17%	130
2022 Q2	$268K	Hold	4,200	–	–	0.16%	136
2022 Q1	$325K	Hold	4,200	–	–	0.18%	131
2021 Q4	$358K	Hold	4,200	–	–	0.19%	131
2021 Q3	$333K	Hold	4,200	–	–	0.18%	141
2021 Q2	$340K	Sell	4,200 -1,080	-20%	-$86.7K	0.18%	146
2021 Q1	$414K	Hold	5,280	–	–	0.23%	120
2020 Q4	$381K	Hold	5,280	–	–	0.23%	116
2020 Q3	$316K	Hold	5,280	–	–	0.23%	116
2020 Q2	$296K	Hold	5,280	–	–	0.22%	120
2020 Q1	$236K	Hold	5,280	–	–	0.19%	136
2019 Q4	$314K	Hold	5,280	–	–	0.15%	158
2019 Q3	$295K	Hold	5,280	–	–	0.13%	180
2019 Q2	$299K	Hold	5,280	–	–	0.12%	189
2019 Q1	$289K	Hold	5,280	–	–	0.11%	193
2018 Q4	$252K	Buy	+5,280	New	+$276K	0.1%	198

Other funds holding IJK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Perritt Capital Management's IJK Position: Q4 2025 in Review

Perritt Capital Management sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q4 2025, closing a stake of 4,442 shares — an estimated $426K sold.

Perritt Capital Management first reported a position in IJK in Q4 2018 and held it in 28 quarters. The position peaked at $426K in Q3 2025. 920 funds tracked by Wall St. Rank hold IJK as of Q4 2025.

Perritt Capital Management reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q4 2025 after selling out during the quarter.
Perritt Capital Management sold 4,442 iShares S&P Mid-Cap 400 Growth ETF shares in Q4 2025, an estimated $426K.
Perritt Capital Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2018 and held it in 28 quarters.
Perritt Capital Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $426K in Q3 2025.
920 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2025.

Based on Perritt Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.