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Richmond Investment Services’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Richmond Investment Services’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 		$327K Buy
3,248
+1
+0% +$103 0.05% 193
2025
Q4 		$315K Buy
3,247
+2
+0.1% +$193 0.05% 180
2025
Q3 		$311K Sell
3,245
-635
-16% -$59.8K 0.06% 178
2025
Q2 		$353K Buy
+3,880
New +$332K 0.07% 157

Other funds holding IJK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Richmond Investment Services's IJK Position: Q1 2026 in Review

Richmond Investment Services increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.03% in Q1 2026, buying an estimated $103 and bringing the position to 3,248 shares worth $327K. The position accounts for 0.05% of the portfolio, ranked #193.

Richmond Investment Services first reported a position in IJK in Q2 2025 and has held it in 4 quarters since. The position peaked at $353K in Q2 2025. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

  • Richmond Investment Services held 3,248 shares of iShares S&P Mid-Cap 400 Growth ETF worth $327K as of Q1 2026.
  • Richmond Investment Services bought 1 iShares S&P Mid-Cap 400 Growth ETF share in Q1 2026, an estimated $103.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.05% of Richmond Investment Services's portfolio in Q1 2026, its #193 holding.
  • Richmond Investment Services first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2025 and has held it in 4 quarters since.
  • Richmond Investment Services's iShares S&P Mid-Cap 400 Growth ETF position peaked at $353K in Q2 2025.
  • 932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Richmond Investment Services's 13F filing for Q1 2026, filed 29 Apr 2026.