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

Vickerman Investment 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 		$418K Hold
4,154
– – 0.09% 74
2025
Q4 		$402K Buy
4,154
+142
+4% +$13.7K 0.08% 72
2025
Q3 		$385K Hold
4,012
– – 0.08% 68
2025
Q2 		$365K Sell
4,012
-114
-3% -$9.76K 0.08% 70
2025
Q1 		$344K Hold
4,126
– – 0.08% 73
2024
Q4 		$375K Hold
4,126
– – 0.1% 59
2024
Q3 		$379K Hold
4,126
– – 0.11% 58
2024
Q2 		$364K Sell
4,126
-45
-1% -$3.98K 0.12% 57
2024
Q1 		$381K Sell
4,171
-47
-1% -$3.92K 0.12% 56
2023
Q4 		$334K Hold
4,218
– – 0.11% 56
2023
Q3 		$305K Sell
4,218
-416
-9% -$31.4K 0.12% 60
2023
Q2 		$348K Hold
4,634
– – 0.14% 60
2023
Q1 		$331K Sell
4,634
-262
-5% -$18.7K 0.13% 62
2022
Q4 		$334K Sell
4,896
-363
-7% -$25K 0.15% 64
2022
Q3 		$331K Sell
5,259
-91
-2% -$6.28K 0.16% 62
2022
Q2 		$341K Sell
5,350
-81
-1% -$5.69K 0.16% 64
2022
Q1 		$382K Sell
5,431
-332
-6% -$25.7K 0.17% 66
2021
Q4 		$491K Sell
5,763
-3,445
-37% -$289K 0.2% 64
2021
Q3 		$729K Buy
+9,208
New +$748K 0.29% 58

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

Vickerman Investment Advisors's IJK Position: Q1 2026 in Review

Vickerman Investment Advisors held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q1 2026 at 4,154 shares worth $418K. The position accounts for 0.09% of the portfolio, ranked #74.

Vickerman Investment Advisors first reported a position in IJK in Q3 2021 and has held it in 19 quarters since. The position peaked at $729K in Q3 2021. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

  • Vickerman Investment Advisors held 4,154 shares of iShares S&P Mid-Cap 400 Growth ETF worth $418K as of Q1 2026.
  • Vickerman Investment Advisors 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 Vickerman Investment Advisors's portfolio in Q1 2026, its #74 holding.
  • Vickerman Investment Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2021 and has held it in 19 quarters since.
  • Vickerman Investment Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $729K in Q3 2021.
  • 932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Vickerman Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.