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

Terril Brothers’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	Hold	3,406	–	–	0.09%	52
2025 Q4	$330K	Sell	3,406 -500	-13%	-$48.1K	0.09%	52
2025 Q3	$375K	Hold	3,906	–	–	0.11%	49
2025 Q2	$355K	Hold	3,906	–	–	0.13%	38
2025 Q1	$325K	Hold	3,906	–	–	0.12%	37
2024 Q4	$355K	Hold	3,906	–	–	0.1%	48
2024 Q3	$359K	Hold	3,906	–	–	0.12%	40
2024 Q2	$344K	Hold	3,906	–	–	0.12%	42
2024 Q1	$356K	Hold	3,906	–	–	0.12%	43
2023 Q4	$309K	Hold	3,906	–	–	0.11%	46
2023 Q3	$282K	Hold	3,906	–	–	0.14%	42
2023 Q2	$293K	Buy	+3,906	New	+$279K	0.13%	41

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

Terril Brothers's IJK Position: Q1 2026 in Review

Terril Brothers held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q1 2026 at 3,406 shares worth $343K. The position accounts for 0.09% of the portfolio, ranked #52.

Terril Brothers first reported a position in IJK in Q2 2023 and has held it in 12 quarters since. The position peaked at $375K in Q3 2025. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

Terril Brothers held 3,406 shares of iShares S&P Mid-Cap 400 Growth ETF worth $343K as of Q1 2026.
Terril Brothers 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 0.09% of Terril Brothers's portfolio in Q1 2026, its #52 holding.
Terril Brothers first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2023 and has held it in 12 quarters since.
Terril Brothers's iShares S&P Mid-Cap 400 Growth ETF position peaked at $375K in Q3 2025.
932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Terril Brothers's 13F filing for Q1 2026, filed 7 May 2026.