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

PFS 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	$134K	Hold	1,332	–	–	0.06%	109
2025 Q4	$129K	Hold	1,332	–	–	0.06%	104
2025 Q3	$128K	Hold	1,332	–	–	0.06%	101
2025 Q2	$121K	Hold	1,332	–	–	0.06%	96
2025 Q1	$111K	Hold	1,332	–	–	0.06%	94
2024 Q4	$121K	Hold	1,332	–	–	0.06%	94
2024 Q3	$122K	Hold	1,332	–	–	0.07%	85
2024 Q2	$117K	Sell	1,332 -303	-19%	-$26.8K	0.07%	78
2024 Q1	$149K	Hold	1,635	–	–	0.1%	68
2023 Q4	$130K	Buy	1,635 +2	+0.1%	+$147	0.09%	74
2023 Q3	$118K	Hold	1,633	–	–	0.1%	59
2023 Q2	$122K	Sell	1,633 -255	-14%	-$18.2K	0.1%	63
2023 Q1	$135K	Hold	1,888	–	–	0.13%	50
2022 Q4	$129K	Hold	1,888	–	–	0.14%	50
2022 Q3	$119K	Hold	1,888	–	–	0.13%	48
2022 Q2	$120K	Hold	1,888	–	–	0.12%	52
2022 Q1	$146K	Hold	1,888	–	–	0.13%	51
2021 Q4	$161K	Buy	+1,888	New	+$158K	0.12%	49

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

PFS Partners's IJK Position: Q1 2026 in Review

PFS Partners held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q1 2026 at 1,332 shares worth $134K. The position accounts for 0.06% of the portfolio, ranked #109.

PFS Partners first reported a position in IJK in Q4 2021 and has held it in 18 quarters since. The position peaked at $161K in Q4 2021. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

PFS Partners held 1,332 shares of iShares S&P Mid-Cap 400 Growth ETF worth $134K as of Q1 2026.
PFS Partners 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 0.06% of PFS Partners's portfolio in Q1 2026, its #109 holding.
PFS Partners first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2021 and has held it in 18 quarters since.
PFS Partners's iShares S&P Mid-Cap 400 Growth ETF position peaked at $161K in Q4 2021.
932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on PFS Partners's 13F filing for Q1 2026, filed 9 Apr 2026.