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

Rice Partnership’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	$140K	Hold	1,389	–	–	0.02%	122
2025 Q4	$135K	Hold	1,389	–	–	0.02%	124
2025 Q3	$133K	Buy	1,389 +695	+100%	+$65.5K	0.02%	125
2025 Q2	$63.1K	Hold	694	–	–	0.01%	133
2025 Q1	$57.8K	Hold	694	–	–	0.01%	116
2024 Q4	$63.1K	Hold	694	–	–	0.01%	123
2024 Q3	$63.8K	Hold	694	–	–	0.01%	123
2024 Q2	$61.1K	Hold	694	–	–	0.01%	114
2024 Q1	$63.3K	Sell	694 -276	-28%	-$23K	0.01%	105
2023 Q4	$76.8K	Hold	970	–	–	0.02%	99
2023 Q3	$70.1K	Sell	970 -1	-0.1%	-$75	0.02%	102
2023 Q2	$72.8K	Hold	971	–	–	0.02%	108
2023 Q1	$69.4K	Hold	971	–	–	0.02%	98
2022 Q4	$66.3K	Buy	971 +14	+1%	+$962	0.02%	95
2022 Q3	$60K	Hold	957	–	–	0.02%	102
2022 Q2	$61K	Hold	957	–	–	0.02%	99
2022 Q1	$74K	Hold	957	–	–	0.02%	109
2021 Q4	$82K	Hold	957	–	–	0.02%	108
2021 Q3	$76K	Hold	957	–	–	0.02%	105
2021 Q2	$77K	Hold	957	–	–	0.02%	102
2021 Q1	$75K	Hold	957	–	–	0.03%	95
2020 Q4	$69K	Buy	957 +789	+470%	+$52.6K	0.03%	95
2020 Q3	$10K	Hold	168	–	–	﹤0.01%	89
2020 Q2	$9K	Hold	168	–	–	﹤0.01%	84
2020 Q1	$7K	Hold	168	–	–	﹤0.01%	92
2019 Q4	$10K	Hold	168	–	–	0.01%	94
2019 Q3	$9K	Hold	168	–	–	0.01%	99
2019 Q2	$10K	Buy	+168	New	+$9.32K	0.01%	95

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

Rice Partnership's IJK Position: Q1 2026 in Review

Rice Partnership held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q1 2026 at 1,389 shares worth $140K. The position accounts for 0.02% of the portfolio, ranked #122.

Rice Partnership first reported a position in IJK in Q2 2019 and has held it in 28 quarters since. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

Rice Partnership held 1,389 shares of iShares S&P Mid-Cap 400 Growth ETF worth $140K as of Q1 2026.
Rice Partnership 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 0.02% of Rice Partnership's portfolio in Q1 2026, its #122 holding.
Rice Partnership first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2019 and has held it in 28 quarters since.
932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Rice Partnership's 13F filing for Q1 2026, filed 7 May 2026.