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

Root Financial 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 		$75.5K Buy
750
+13
+2% +$1.33K ﹤0.01% 694
2025
Q4 		$71.4K Sell
737
-215
-23% -$20.7K ﹤0.01% 590
2025
Q3 		$91.3K Buy
+952
New +$89.7K 0.01% 472

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

Root Financial Partners's IJK Position: Q1 2026 in Review

Root Financial Partners increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 1.8% in Q1 2026, buying an estimated $1.33K and bringing the position to 750 shares worth $75.5K. The position accounts for ﹤0.01% of the portfolio, ranked #694.

Root Financial Partners first reported a position in IJK in Q3 2025 and has held it in 3 quarters since. The position peaked at $91.3K in Q3 2025. 933 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

  • Root Financial Partners held 750 shares of iShares S&P Mid-Cap 400 Growth ETF worth $75.5K as of Q1 2026.
  • Root Financial Partners bought 13 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $1.33K.
  • iShares S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #694 holding.
  • Root Financial Partners first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's iShares S&P Mid-Cap 400 Growth ETF position peaked at $91.3K in Q3 2025.
  • 933 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.