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

Personal CFO Solutions’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	$358K	Buy	3,557 +256	+8%	+$26.3K	0.05%	322
2025 Q4	$320K	Buy	3,301 +4	+0.1%	+$385	0.05%	345
2025 Q3	$316K	Buy	3,297 +4	+0.1%	+$377	0.06%	328
2025 Q2	$300K	Buy	3,293 +4	+0.1%	+$343	0.06%	332
2025 Q1	$274K	Buy	3,289 +3	+0.1%	+$270	0.06%	340
2024 Q4	$299K	Buy	3,286 +5	+0.2%	+$471	0.06%	325
2024 Q3	$302K	Buy	3,281 +5	+0.2%	+$447	0.04%	422
2024 Q2	$289K	Buy	3,276 +2	+0.1%	+$177	0.04%	397
2024 Q1	$299K	Sell	3,274 -1	-0%	-$83	0.05%	401
2023 Q4	$259K	Buy	+3,275	New	+$240K	0.04%	411

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

Personal CFO Solutions's IJK Position: Q1 2026 in Review

Personal CFO Solutions increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 7.8% in Q1 2026, buying an estimated $26.3K and bringing the position to 3,557 shares worth $358K. The position accounts for 0.05% of the portfolio, ranked #322.

Personal CFO Solutions first reported a position in IJK in Q4 2023 and has held it in 10 quarters since. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

Personal CFO Solutions held 3,557 shares of iShares S&P Mid-Cap 400 Growth ETF worth $358K as of Q1 2026.
Personal CFO Solutions bought 256 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $26.3K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.05% of Personal CFO Solutions's portfolio in Q1 2026, its #322 holding.
Personal CFO Solutions first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2023 and has held it in 10 quarters since.
932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.