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

TFB Advisors’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
-2,132
Closed -$207K – 248
2025
Q4 		$207K Buy
2,132
+3
+0.1% +$289 0.06% 299
2025
Q3 		$204K Buy
+2,129
New +$201K 0.06% 302

Other funds holding IJK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

TFB Advisors's IJK Position: Q1 2026 in Review

TFB Advisors sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2026, closing a stake of 2,132 shares — an estimated $207K sold.

TFB Advisors first reported a position in IJK in Q3 2025 and held it in 2 quarters. The position peaked at $207K in Q4 2025. 933 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

  • TFB Advisors reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • TFB Advisors sold 2,132 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $207K.
  • TFB Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2025 and held it in 2 quarters.
  • TFB Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $207K in Q4 2025.
  • 933 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on TFB Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.