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

Ritholtz Wealth Management’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	$282K	Hold	2,804	–	–	﹤0.01%	1003
2025 Q4	$272K	Hold	2,804	–	–	0.01%	938
2025 Q3	$269K	Hold	2,804	–	–	0.01%	883
2025 Q2	$255K	Buy	+2,804	New	+$240K	0.01%	847
2024 Q3	–	Sell	-2,372	Closed	-$209K	–	888
2024 Q2	$209K	Sell	2,372 -1,833	-44%	-$162K	0.01%	756
2024 Q1	$384K	Hold	4,205	–	–	0.01%	580
2023 Q4	$333K	Sell	4,205 -55	-1%	-$4.04K	0.01%	577
2023 Q3	$308K	Hold	4,260	–	–	0.01%	541
2023 Q2	$320K	Hold	4,260	–	–	0.01%	527
2023 Q1	$305K	Sell	4,260 -476	-10%	-$34K	0.02%	515
2022 Q4	$323K	Sell	4,736 -125	-3%	-$8.59K	0.02%	446
2022 Q3	$306K	Sell	4,861 -1,695	-26%	-$117K	0.02%	530
2022 Q2	$418K	Hold	6,556	–	–	0.03%	354
2022 Q1	$507K	Sell	6,556 -160	-2%	-$12.4K	0.03%	308
2021 Q4	$573K	Hold	6,716	–	–	0.04%	272
2021 Q3	$532K	Hold	6,716	–	–	0.04%	256
2021 Q2	$544K	Hold	6,716	–	–	0.04%	238
2021 Q1	$526K	Hold	6,716	–	–	0.04%	200
2020 Q4	$485K	Sell	6,716 -400	-6%	-$26.7K	0.05%	171
2020 Q3	$426K	Sell	7,116 -3,236	-31%	-$193K	0.05%	156
2020 Q2	$580K	Buy	+10,352	New	+$538K	0.07%	101

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

Ritholtz Wealth Management's IJK Position: Q1 2026 in Review

Ritholtz Wealth Management held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q1 2026 at 2,804 shares worth $282K. The position accounts for ﹤0.01% of the portfolio, ranked #1003.

Ritholtz Wealth Management first reported a position in IJK in Q2 2020 and has held it in 21 quarters since. The position peaked at $580K in Q2 2020. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

Ritholtz Wealth Management held 2,804 shares of iShares S&P Mid-Cap 400 Growth ETF worth $282K as of Q1 2026.
Ritholtz Wealth Management 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 ﹤0.01% of Ritholtz Wealth Management's portfolio in Q1 2026, its #1003 holding.
Ritholtz Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2020 and has held it in 21 quarters since.
Ritholtz Wealth Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $580K in Q2 2020.
932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.