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

Thoroughbred Financial Services’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 		$416K Buy
4,134
+66
+2% +$6.78K 0.02% 430
2025
Q4 		$394K Sell
4,068
-585
-13% -$56.3K 0.02% 428
2025
Q3 		$446K Sell
4,653
-96
-2% -$9.04K 0.03% 403
2025
Q2 		$432K Sell
4,749
-877
-16% -$75.1K 0.03% 394
2025
Q1 		$468K Hold
5,626
– – 0.03% 433
2024
Q4 		$511K Buy
5,626
+1
+0% +$94 0.03% 396
2024
Q3 		$517K Buy
5,625
+151
+3% +$13.5K 0.03% 384
2024
Q2 		$482K Buy
5,474
+786
+17% +$69.5K 0.03% 389
2024
Q1 		$427K Buy
4,688
+728
+18% +$60.7K 0.04% 311
2023
Q4 		$313K Sell
3,960
-275
-6% -$20.2K 0.03% 467
2023
Q3 		$305K Buy
4,235
+1,062
+33% +$80.1K 0.03% 440
2023
Q2 		$237K Buy
+3,173
New +$227K 0.03% 366
2022
Q3 		– Sell
-3,438
Closed -$219K – 366
2022
Q2 		$219K Buy
3,438
+29
+0.9% +$2.04K 0.04% 341
2022
Q1 		$263K Buy
3,409
+125
+4% +$9.66K 0.04% 329
2021
Q4 		$280K Buy
3,284
+87
+3% +$7.29K 0.06% 282
2021
Q3 		$253K Hold
3,197
– – 0.06% 267
2021
Q2 		$259K Buy
3,197
+376
+13% +$30.2K 0.06% 255
2021
Q1 		$221K Sell
2,821
-154
-5% -$11.9K 0.06% 253
2020
Q4 		$214K Buy
+2,975
New +$198K 0.07% 225
2020
Q1 		– Sell
-5,680
Closed -$338K – 261
2019
Q4 		$338K Buy
5,680
+104
+2% +$5.96K 0.11% 180
2019
Q3 		$312K Buy
+5,576
New +$314K 0.12% 178
2019
Q2 		– Sell
-6,696
Closed -$367K – 210
2019
Q1 		$367K Buy
+6,696
New +$353K 0.15% 154

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

Thoroughbred Financial Services's IJK Position: Q1 2026 in Review

Thoroughbred Financial Services increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 1.6% in Q1 2026, buying an estimated $6.78K and bringing the position to 4,134 shares worth $416K. The position accounts for 0.02% of the portfolio, ranked #430.

Thoroughbred Financial Services first reported a position in IJK in Q1 2019 and has held it in 22 quarters since. The position peaked at $517K in Q3 2024. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

  • Thoroughbred Financial Services held 4,134 shares of iShares S&P Mid-Cap 400 Growth ETF worth $416K as of Q1 2026.
  • Thoroughbred Financial Services bought 66 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $6.78K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.02% of Thoroughbred Financial Services's portfolio in Q1 2026, its #430 holding.
  • Thoroughbred Financial Services first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2019 and has held it in 22 quarters since.
  • Thoroughbred Financial Services's iShares S&P Mid-Cap 400 Growth ETF position peaked at $517K in Q3 2024.
  • 932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Thoroughbred Financial Services's 13F filing for Q1 2026, filed 12 May 2026.