STAR Financial Bank’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

STAR Financial Bank’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	–	Sell	-3,246	Closed	-$314K	–	116
2025 Q4	$314K	Hold	3,246	–	–	0.16%	83
2025 Q3	$311K	Sell	3,246 -275	-8%	-$25.9K	0.18%	88
2025 Q2	$320K	Sell	3,521 -325	-8%	-$27.8K	0.2%	83
2025 Q1	$320K	Sell	3,846 -2,360	-38%	-$213K	0.23%	78
2024 Q4	$564K	Sell	6,206 -9,090	-59%	-$856K	0.41%	53
2024 Q3	$1.41M	Sell	15,296 -419	-3%	-$37.5K	0.95%	28
2024 Q2	$1.38M	Sell	15,715 -5,431	-26%	-$480K	1.07%	24
2024 Q1	$1.93M	Buy	21,146 +238	+1%	+$19.9K	1.65%	11
2023 Q4	$1.66M	Sell	20,908 -2,216	-10%	-$163K	1.51%	14
2023 Q3	$1.67M	Hold	23,124	–	–	1.71%	12
2023 Q2	$1.73M	Hold	23,124	–	–	1.62%	12
2023 Q1	$1.65M	Hold	23,124	–	–	1.61%	14
2022 Q4	$1.58M	Buy	+23,124	New	+$1.59M	1.57%	16

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

STAR Financial Bank's IJK Position: Q1 2026 in Review

STAR Financial Bank sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2026, closing a stake of 3,246 shares — an estimated $314K sold.

STAR Financial Bank first reported a position in IJK in Q4 2022 and held it in 13 quarters. The position peaked at $1.93M in Q1 2024. 933 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

STAR Financial Bank reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2026 after selling out during the quarter.
STAR Financial Bank sold 3,246 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $314K.
STAR Financial Bank first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2022 and held it in 13 quarters.
STAR Financial Bank's iShares S&P Mid-Cap 400 Growth ETF position peaked at $1.93M in Q1 2024.
933 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on STAR Financial Bank's 13F filing for Q1 2026, filed 8 May 2026.