Sawgrass Asset Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Sawgrass Asset Management’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	$475K	Hold	4,721	–	–	0.07%	131
2025 Q4	$457K	Hold	4,721	–	–	0.06%	131
2025 Q3	$453K	Hold	4,721	–	–	0.06%	137
2025 Q2	$430K	Hold	4,721	–	–	0.05%	133
2025 Q1	$393K	Hold	4,721	–	–	0.05%	137
2024 Q4	$429K	Hold	4,721	–	–	0.05%	128
2024 Q3	$434K	Hold	4,721	–	–	0.05%	136
2024 Q2	$416K	Hold	4,721	–	–	0.05%	133
2024 Q1	$431K	Sell	4,721 -4,076	-46%	-$340K	0.05%	140
2023 Q4	$697K	Buy	8,797 +76	+0.9%	+$5.58K	0.08%	116
2023 Q3	$630K	Buy	8,721 +4,000	+85%	+$302K	0.08%	121
2023 Q2	$354K	Buy	+4,721	New	+$337K	0.04%	141

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

Sawgrass Asset Management's IJK Position: Q1 2026 in Review

Sawgrass Asset Management held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q1 2026 at 4,721 shares worth $475K. The position accounts for 0.07% of the portfolio, ranked #131.

Sawgrass Asset Management first reported a position in IJK in Q2 2023 and has held it in 12 quarters since. The position peaked at $697K in Q4 2023. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

Sawgrass Asset Management held 4,721 shares of iShares S&P Mid-Cap 400 Growth ETF worth $475K as of Q1 2026.
Sawgrass Asset Management 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 0.07% of Sawgrass Asset Management's portfolio in Q1 2026, its #131 holding.
Sawgrass Asset Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2023 and has held it in 12 quarters since.
Sawgrass Asset Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $697K in Q4 2023.
932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Sawgrass Asset Management's 13F filing for Q1 2026, filed 1 May 2026.