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

Stevens Capital 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	$387K	Buy	3,844 +1,686	+78%	+$173K	0.09%	95
2025 Q4	$209K	Buy	2,158 +47	+2%	+$4.53K	0.05%	99
2025 Q3	$202K	Buy	+2,111	New	+$199K	0.06%	93
2025 Q2	–	Sell	-4,028	Closed	-$335K	–	83
2025 Q1	$335K	Buy	4,028 +843	+26%	+$75.9K	0.16%	51
2024 Q4	$290K	Buy	3,185 +106	+3%	+$9.98K	0.13%	55
2024 Q3	$283K	Buy	3,079 +5	+0.2%	+$447	0.14%	54
2024 Q2	$271K	Sell	3,074 -369	-11%	-$32.6K	0.14%	52
2024 Q1	$314K	Sell	3,443 -267	-7%	-$22.3K	0.19%	48
2023 Q4	$294K	Buy	3,710 +58	+2%	+$4.26K	0.2%	43
2023 Q3	$264K	Sell	3,652 -1	-0%	-$75	0.21%	44
2023 Q2	$274K	Sell	3,653 -808	-18%	-$57.7K	0.21%	47
2023 Q1	$319K	Buy	4,461 +489	+12%	+$34.9K	0.27%	45
2022 Q4	$271K	Buy	+3,972	New	+$273K	0.24%	49

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

Stevens Capital Partners's IJK Position: Q1 2026 in Review

Stevens Capital Partners increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 78% in Q1 2026, buying an estimated $173K and bringing the position to 3,844 shares worth $387K. The position accounts for 0.09% of the portfolio, ranked #95.

Stevens Capital Partners first reported a position in IJK in Q4 2022 and has held it in 13 quarters since. 933 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

Stevens Capital Partners held 3,844 shares of iShares S&P Mid-Cap 400 Growth ETF worth $387K as of Q1 2026.
Stevens Capital Partners bought 1,686 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $173K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.09% of Stevens Capital Partners's portfolio in Q1 2026, its #95 holding.
Stevens Capital Partners first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2022 and has held it in 13 quarters since.
933 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Stevens Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.