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

Tortoise Investment Management’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
2025 Q1	–	Sell	-180	Closed	-$16.4K	–	856
2024 Q4	$16.4K	Hold	180	–	–	﹤0.01%	576
2024 Q3	$16.5K	Hold	180	–	–	﹤0.01%	581
2024 Q2	$15.9K	Hold	180	–	–	﹤0.01%	568
2024 Q1	$16.4K	Hold	180	–	–	﹤0.01%	546
2023 Q4	$14.3K	Hold	180	–	–	﹤0.01%	520
2023 Q3	$13K	Hold	180	–	–	﹤0.01%	520
2023 Q2	$13.5K	Hold	180	–	–	﹤0.01%	518
2023 Q1	$12.9K	Hold	180	–	–	﹤0.01%	517
2022 Q4	$12.3K	Hold	180	–	–	﹤0.01%	520
2022 Q3	$11K	Hold	180	–	–	﹤0.01%	512
2022 Q2	$11K	Hold	180	–	–	﹤0.01%	508
2022 Q1	$14K	Hold	180	–	–	﹤0.01%	470
2021 Q4	$15K	Hold	180	–	–	﹤0.01%	432
2021 Q3	$14K	Hold	180	–	–	﹤0.01%	431
2021 Q2	$15K	Hold	180	–	–	﹤0.01%	418
2021 Q1	$14K	Hold	180	–	–	﹤0.01%	400
2020 Q4	$13K	Sell	180 -496	-73%	-$33.1K	﹤0.01%	377
2020 Q3	$40K	Hold	676	–	–	0.01%	247
2020 Q2	$38K	Hold	676	–	–	0.01%	249
2020 Q1	$30K	Hold	676	–	–	0.01%	262
2019 Q4	$40K	Hold	676	–	–	0.01%	257
2019 Q3	$38K	Hold	676	–	–	0.01%	260
2019 Q2	$38K	Hold	676	–	–	0.01%	274
2019 Q1	$37K	Hold	676	–	–	0.01%	267
2018 Q4	$32K	Hold	676	–	–	0.01%	270
2018 Q3	$39K	Hold	676	–	–	0.01%	262
2018 Q2	$38K	Hold	676	–	–	0.01%	266
2018 Q1	$37K	Hold	676	–	–	0.01%	268
2017 Q4	$36K	Hold	676	–	–	0.01%	269
2017 Q3	$34K	Hold	676	–	–	0.01%	259
2017 Q2	$33K	Hold	676	–	–	0.01%	251
2017 Q1	$32K	Hold	676	–	–	0.01%	232
2016 Q4	$31K	Hold	676	–	–	0.01%	235
2016 Q3	$30K	Hold	676	–	–	0.01%	231
2016 Q2	$29K	Hold	676	–	–	0.01%	239
2016 Q1	$27K	Hold	676	–	–	0.01%	233
2015 Q4	$27K	Hold	676	–	–	0.01%	246
2015 Q3	$27K	Hold	676	–	–	0.01%	233
2015 Q2	$29K	Hold	676	–	–	0.01%	240
2015 Q1	$29K	Hold	676	–	–	0.01%	238
2014 Q4	$27K	Buy	676 +180	+36%	+$6.99K	0.01%	258
2014 Q3	$19K	Hold	496	–	–	0.01%	267
2014 Q2	$19K	Hold	496	–	–	0.01%	277
2014 Q1	$19K	Hold	496	–	–	0.01%	231
2013 Q4	$19K	Hold	496	–	–	0.01%	220
2013 Q3	$17K	Hold	496	–	–	0.01%	209
2013 Q2	$16K	Buy	+496	New	+$16.1K	0.01%	200

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

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Tortoise Investment Management's IJK Position: Q1 2025 in Review

Tortoise Investment Management sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2025, closing a stake of 180 shares — an estimated $16.4K sold.

Tortoise Investment Management first reported a position in IJK in Q2 2013 and held it in 47 quarters. The position peaked at $40K in Q3 2020. 852 funds tracked by Wall St. Rank hold IJK as of Q1 2025.

Tortoise Investment Management reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2025 after selling out during the quarter.
Tortoise Investment Management sold 180 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2025, an estimated $16.4K.
Tortoise Investment Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2013 and held it in 47 quarters.
Tortoise Investment Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $40K in Q3 2020.
852 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2025.

Based on Tortoise Investment Management's 13F filing for Q1 2025, filed 14 May 2025.