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Salomon & Ludwin’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Salomon & Ludwin’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 		$17.8M Sell
174,596
-6,710
-4% -$689K 1.59% 18
2025
Q4 		$18.1M Sell
181,306
-3,871
-2% -$373K 1.6% 20
2025
Q3 		$17.9M Sell
185,177
-3,162
-2% -$298K 1.61% 18
2025
Q2 		$17.4M Sell
188,339
-5,103
-3% -$437K 1.72% 17
2025
Q1 		$16.1M Sell
193,442
-5,959
-3% -$537K 1.72% 17
2024
Q4 		$18.1M Sell
199,401
-12,323
-6% -$1.16M 1.92% 17
2024
Q3 		$19.5M Sell
211,724
-21,695
-9% -$1.94M 1.98% 17
2024
Q2 		$20.6M Sell
233,419
-74,790
-24% -$6.61M 2.3% 12
2024
Q1 		$28.1M Sell
308,209
-5,213
-2% -$435K 2.42% 11
2023
Q4 		$22.6M Hold
313,422
– – 2.36% 11
2023
Q3 		$22.6M Sell
313,422
-1,500
-0.5% -$113K 2.36% 11
2023
Q2 		$23.6M Buy
314,922
+801
+0.3% +$57.2K 2.51% 11
2023
Q1 		$22.5M Buy
314,121
+502
+0.2% +$35.9K 2.68% 10
2022
Q4 		$21.4M Sell
313,619
-1,348
-0.4% -$92.7K 2.71% 10
2022
Q3 		$19.8M Buy
314,967
+1,442
+0.5% +$99.5K 2.98% 8
2022
Q2 		$20M Sell
313,525
-3,578
-1% -$251K 3.09% 8
2022
Q1 		$24.5M Sell
317,103
-1,230
-0.4% -$95.1K 3.55% 8
2021
Q4 		$27.1M Sell
318,333
-17,704
-5% -$1.48M 3.84% 8
2021
Q3 		$26.6M Sell
336,037
-1,015
-0.3% -$82.4K 4.14% 7
2021
Q2 		$27.3M Buy
337,052
+1,657
+0.5% +$133K 4.28% 6
2021
Q1 		$26.3M Sell
335,395
-6,589
-2% -$508K 4.46% 6
2020
Q4 		$24.7M Sell
341,984
-4,964
-1% -$331K 4.58% 6
2020
Q3 		$20.7M Sell
346,948
-9,868
-3% -$587K 4.32% 6
2020
Q2 		$20M Sell
356,816
-93,184
-21% -$4.84M 4.3% 6
2020
Q1 		$20.1M Buy
450,000
+2,624
+0.6% +$144K 5.17% 4
2019
Q4 		$26.6M Sell
447,376
-26,928
-6% -$1.54M 5.29% 5
2019
Q3 		$26.5M Sell
474,304
-4,716
-1% -$265K 5.37% 5
2019
Q2 		$27.1M Buy
479,020
+9,520
+2% +$528K 5.48% 5
2019
Q1 		$25.7M Buy
469,500
+7,568
+2% +$399K 5.3% 6
2018
Q4 		$22.1M Buy
+461,932
New +$24.2M 5.1% 6

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

Salomon & Ludwin's IJK Position: Q1 2026 in Review

Salomon & Ludwin reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 3.7% in Q1 2026, selling an estimated $689K and leaving 174,596 shares worth $17.8M. The position accounts for 1.59% of the portfolio, ranked #18.

Salomon & Ludwin first reported a position in IJK in Q4 2018 and has held it in 30 quarters since. The position peaked at $28.1M in Q1 2024. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

  • Salomon & Ludwin held 174,596 shares of iShares S&P Mid-Cap 400 Growth ETF worth $17.8M as of Q1 2026.
  • Salomon & Ludwin sold 6,710 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $689K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 1.59% of Salomon & Ludwin's portfolio in Q1 2026, its #18 holding.
  • Salomon & Ludwin first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2018 and has held it in 30 quarters since.
  • Salomon & Ludwin's iShares S&P Mid-Cap 400 Growth ETF position peaked at $28.1M in Q1 2024.
  • 932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.