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

Sagespring Wealth 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	$540K	Buy	5,370 +3	+0.1%	+$308	0.01%	478
2025 Q4	$520K	Sell	5,367 -55	-1%	-$5.3K	0.01%	460
2025 Q3	$520K	Buy	5,422 +76	+1%	+$7.16K	0.01%	448
2025 Q2	$486K	Sell	5,346 -29	-0.5%	-$2.48K	0.01%	447
2025 Q1	$448K	Sell	5,375 -57	-1%	-$5.13K	0.01%	415
2024 Q4	$494K	Buy	+5,432	New	+$512K	0.01%	351

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

Sagespring Wealth Partners's IJK Position: Q1 2026 in Review

Sagespring Wealth Partners increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.06% in Q1 2026, buying an estimated $308 and bringing the position to 5,370 shares worth $540K. The position accounts for 0.01% of the portfolio, ranked #478.

Sagespring Wealth Partners first reported a position in IJK in Q4 2024 and has held it in 6 quarters since. 933 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

Sagespring Wealth Partners held 5,370 shares of iShares S&P Mid-Cap 400 Growth ETF worth $540K as of Q1 2026.
Sagespring Wealth Partners bought 3 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $308.
iShares S&P Mid-Cap 400 Growth ETF made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #478 holding.
Sagespring Wealth Partners first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2024 and has held it in 6 quarters since.
933 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.