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

Revolve Wealth 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 		– Sell
-2,150
Closed -$208K – 237
2025
Q4 		$208K Sell
2,150
-28
-1% -$2.7K 0.02% 218
2025
Q3 		$209K Sell
2,178
-37
-2% -$3.49K 0.03% 221
2025
Q2 		$202K Buy
+2,215
New +$190K 0.03% 221
2025
Q1 		– Sell
-2,291
Closed -$208K – 234
2024
Q4 		$208K Hold
2,291
– – 0.03% 208
2024
Q3 		$211K Sell
2,291
-24
-1% -$2.15K 0.03% 189
2024
Q2 		$204K Sell
2,315
-101
-4% -$8.93K 0.03% 177
2024
Q1 		$220K Sell
2,416
-193
-7% -$16.1K 0.04% 166
2023
Q4 		$207K Sell
2,609
-220
-8% -$16.1K 0.04% 157
2023
Q3 		$204K Buy
+2,829
New +$213K 0.05% 144
2022
Q2 		– Sell
-3,080
Closed -$238K – 148
2022
Q1 		$238K Sell
3,080
-168
-5% -$13K 0.07% 125
2021
Q4 		$277K Buy
+3,248
New +$272K 0.08% 112

Other funds holding IJK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Revolve Wealth Partners's IJK Position: Q1 2026 in Review

Revolve Wealth Partners sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2026, closing a stake of 2,150 shares — an estimated $208K sold.

Revolve Wealth Partners first reported a position in IJK in Q4 2021 and held it in 11 quarters. The position peaked at $277K in Q4 2021. 937 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

  • Revolve Wealth Partners reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Revolve Wealth Partners sold 2,150 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $208K.
  • Revolve Wealth Partners first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2021 and held it in 11 quarters.
  • Revolve Wealth Partners's iShares S&P Mid-Cap 400 Growth ETF position peaked at $277K in Q4 2021.
  • 937 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Revolve Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.