S.A. Mason’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

S.A. Mason’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	$134K	Hold	1,336	–	–	0.05%	237
2025 Q4	$129K	Hold	1,336	–	–	0.05%	238
2025 Q3	$128K	Hold	1,336	–	–	0.06%	230
2025 Q2	$122K	Hold	1,336	–	–	0.06%	216
2025 Q1	$111K	Hold	1,336	–	–	0.06%	219
2024 Q4	$121K	Hold	1,336	–	–	0.06%	214
2024 Q3	$123K	Hold	1,336	–	–	0.07%	211
2024 Q2	$118K	Hold	1,336	–	–	0.07%	203
2024 Q1	$122K	Hold	1,336	–	–	0.07%	195
2023 Q4	$106K	Hold	1,336	–	–	0.07%	202
2023 Q3	$96.5K	Hold	1,336	–	–	0.07%	206
2023 Q2	$95.5K	Hold	1,336	–	–	0.07%	216
2023 Q1	$95.5K	Hold	1,336	–	–	0.07%	216
2022 Q4	$91.2K	Hold	1,336	–	–	0.07%	216
2022 Q3	$84K	Hold	1,336	–	–	0.07%	214
2022 Q2	$85K	Hold	1,336	–	–	0.06%	218
2022 Q1	$103K	Hold	1,336	–	–	0.06%	219
2021 Q4	$114K	Hold	1,336	–	–	0.07%	201
2021 Q3	$106K	Hold	1,336	–	–	0.07%	198
2021 Q2	$108K	Hold	1,336	–	–	0.07%	198
2021 Q1	$105K	Hold	1,336	–	–	0.08%	192
2020 Q4	$96K	Buy	+1,336	New	+$89.1K	0.08%	186

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

S.A. Mason's IJK Position: Q1 2026 in Review

S.A. Mason held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q1 2026 at 1,336 shares worth $134K. The position accounts for 0.05% of the portfolio, ranked #237.

S.A. Mason first reported a position in IJK in Q4 2020 and has held it in 22 quarters since. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

S.A. Mason held 1,336 shares of iShares S&P Mid-Cap 400 Growth ETF worth $134K as of Q1 2026.
S.A. Mason 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 0.05% of S.A. Mason's portfolio in Q1 2026, its #237 holding.
S.A. Mason first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2020 and has held it in 22 quarters since.
932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on S.A. Mason's 13F filing for Q1 2026, filed 27 Apr 2026.