Westwood Holdings Group’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Westwood Holdings Group’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	$301K	Hold	2,993	–	–	﹤0.01%	427
2025 Q4	$290K	Hold	2,993	–	–	﹤0.01%	455
2025 Q3	$287K	Hold	2,993	–	–	﹤0.01%	458
2025 Q2	$272K	Hold	2,993	–	–	﹤0.01%	451
2025 Q1	$249K	Hold	2,993	–	–	﹤0.01%	445
2024 Q4	$272K	Hold	2,993	–	–	﹤0.01%	454
2024 Q3	$275K	Hold	2,993	–	–	﹤0.01%	446
2024 Q2	$264K	Hold	2,993	–	–	﹤0.01%	432
2024 Q1	$273K	Hold	2,993	–	–	﹤0.01%	435
2023 Q4	$237K	Hold	2,993	–	–	﹤0.01%	444
2023 Q3	$216K	Buy	+2,993	New	+$226K	﹤0.01%	437

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

Westwood Holdings Group's IJK Position: Q1 2026 in Review

Westwood Holdings Group held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q1 2026 at 2,993 shares worth $301K. The position accounts for ﹤0.01% of the portfolio, ranked #427.

Westwood Holdings Group first reported a position in IJK in Q3 2023 and has held it in 11 quarters since. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

Westwood Holdings Group held 2,993 shares of iShares S&P Mid-Cap 400 Growth ETF worth $301K as of Q1 2026.
Westwood Holdings Group 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 ﹤0.01% of Westwood Holdings Group's portfolio in Q1 2026, its #427 holding.
Westwood Holdings Group first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2023 and has held it in 11 quarters since.
932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Westwood Holdings Group's 13F filing for Q1 2026, filed 15 May 2026.