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

USA Financial Formulas’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	$105M	Buy	+1,041,989	New	+$107M	19.76%	3
2024 Q4	–	Sell	-843,148	Closed	-$77.5M	–	330
2024 Q3	$77.5M	Buy	843,148 +35,500	+4%	+$3.17M	12.05%	5
2024 Q2	$71.2M	Buy	+807,648	New	+$71.4M	11.54%	4
2024 Q1	–	Sell	-841,904	Closed	-$66.7M	–	362
2023 Q4	$66.7M	Buy	841,904 +841,891	+6,476,085%	+$61.8M	11.67%	1
2023 Q3	$939	Hold	13	–	–	﹤0.01%	401
2023 Q2	$975	Hold	13	–	–	﹤0.01%	372
2023 Q1	$930	Buy	+13	New	+$929	﹤0.01%	301
2021 Q1	–	Sell	-92	Closed	-$7K	–	380
2020 Q4	$7K	Buy	92 +4	+5%	+$267	0.01%	191
2020 Q3	$5K	Buy	+88	New	+$5.24K	﹤0.01%	172

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

USA Financial Formulas's IJK Position: Q1 2026 in Review

USA Financial Formulas opened a new position in iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2026: 1,041,989 shares worth $105M. The stake represents 19.76% of the portfolio and ranks #3 among its holdings. This is a return to the name: USA Financial Formulas previously reported a position in IJK as recently as Q3 2024.

USA Financial Formulas first reported a position in IJK in Q3 2020 and has held it in 9 quarters since. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

USA Financial Formulas held 1,041,989 shares of iShares S&P Mid-Cap 400 Growth ETF worth $105M as of Q1 2026.
iShares S&P Mid-Cap 400 Growth ETF was a new USA Financial Formulas position in Q1 2026.
iShares S&P Mid-Cap 400 Growth ETF made up 19.76% of USA Financial Formulas's portfolio in Q1 2026, its #3 holding.
USA Financial Formulas first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2020 and has held it in 9 quarters since.
932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on USA Financial Formulas's 13F filing for Q1 2026, filed 14 Apr 2026.