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

Sunpointe’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	$565K	Hold	5,613	–	–	0.19%	121
2025 Q4	$544K	Buy	5,613 +169	+3%	+$16.3K	0.18%	123
2025 Q3	$522K	Hold	5,444	–	–	0.19%	116
2025 Q2	$495K	Buy	5,444 +44	+0.8%	+$3.77K	0.2%	106
2025 Q1	$450K	Hold	5,400	–	–	0.24%	84
2024 Q4	$491K	Hold	5,400	–	–	0.25%	84
2024 Q3	$496K	Hold	5,400	–	–	0.41%	59
2024 Q2	$476K	Hold	5,400	–	–	0.31%	66
2024 Q1	$493K	Hold	5,400	–	–	0.55%	55
2023 Q4	$428K	Buy	+5,400	New	+$396K	0.54%	56

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

Sunpointe's IJK Position: Q1 2026 in Review

Sunpointe held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q1 2026 at 5,613 shares worth $565K. The position accounts for 0.19% of the portfolio, ranked #121.

Sunpointe first reported a position in IJK in Q4 2023 and has held it in 10 quarters since. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

Sunpointe held 5,613 shares of iShares S&P Mid-Cap 400 Growth ETF worth $565K as of Q1 2026.
Sunpointe 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 0.19% of Sunpointe's portfolio in Q1 2026, its #121 holding.
Sunpointe first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2023 and has held it in 10 quarters since.
932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Sunpointe's 13F filing for Q1 2026, filed 21 Apr 2026.