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Savvy Advisors Inc’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Savvy Advisors Inc’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 		$343K Buy
3,409
+675
+25% +$69.3K 0.01% 808
2025
Q4 		$265K Buy
+2,734
New +$263K 0.01% 826

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

Savvy Advisors Inc's IJK Position: Q1 2026 in Review

Savvy Advisors Inc increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 25% in Q1 2026, buying an estimated $69.3K and bringing the position to 3,409 shares worth $343K. The position accounts for 0.01% of the portfolio, ranked #808.

Savvy Advisors Inc first reported a position in IJK in Q4 2025 and has held it in 2 quarters since. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

  • Savvy Advisors Inc held 3,409 shares of iShares S&P Mid-Cap 400 Growth ETF worth $343K as of Q1 2026.
  • Savvy Advisors Inc bought 675 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $69.3K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #808 holding.
  • Savvy Advisors Inc first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • 932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.