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Willis Johnson & Associates’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Willis Johnson & Associates’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 		$46.7M Sell
464,283
-10,797
-2% -$1.11M 2.72% 8
2025
Q4 		$46M Sell
475,080
-84,675
-15% -$8.15M 2.84% 7
2025
Q3 		$53.7M Sell
559,755
-123,620
-18% -$11.6M 3.32% 6
2025
Q2 		$62.2M Buy
683,375
+35,745
+6% +$3.06M 4.22% 5
2025
Q1 		$53.9M Buy
647,630
+1,312
+0.2% +$118K 4.08% 6
2024
Q4 		$58.8M Buy
646,318
+14,003
+2% +$1.32M 4.51% 5
2024
Q3 		$58.1M Buy
632,315
+15,192
+2% +$1.36M 4.42% 5
2024
Q2 		$54.4M Buy
617,123
+9,453
+2% +$836K 4.46% 5
2024
Q1 		$55.4M Buy
607,670
+5,649
+0.9% +$471K 4.82% 5
2023
Q4 		$47.7M Buy
602,021
+18,759
+3% +$1.38M 4.35% 6
2023
Q3 		$42.1M Buy
583,262
+18,844
+3% +$1.42M 4.32% 7
2023
Q2 		$42.3M Buy
564,418
+16,808
+3% +$1.2M 4.51% 6
2023
Q1 		$39.2M Buy
547,610
+20,837
+4% +$1.49M 4.65% 6
2022
Q4 		$36M Buy
526,773
+25,680
+5% +$1.77M 4.69% 6
2022
Q3 		$31.6M Sell
501,093
-531
-0.1% -$36.7K 4.6% 6
2022
Q2 		$32M Buy
501,624
+13,959
+3% +$980K 4.46% 6
2022
Q1 		$37.7M Buy
487,665
+23,292
+5% +$1.8M 4.95% 6
2021
Q4 		$39.6M Buy
464,373
+12,148
+3% +$1.02M 5.11% 5
2021
Q3 		$35.8M Buy
452,225
+11,731
+3% +$952K 4.98% 5
2021
Q2 		$35.6M Buy
440,494
+12,521
+3% +$1.01M 5.05% 5
2021
Q1 		$33.5M Buy
427,973
+3,413
+0.8% +$263K 5.14% 7
2020
Q4 		$30.7M Buy
+424,560
New +$28.3M 5.12% 5

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

Willis Johnson & Associates's IJK Position: Q1 2026 in Review

Willis Johnson & Associates reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 2.3% in Q1 2026, selling an estimated $1.11M and leaving 464,283 shares worth $46.7M. The position accounts for 2.72% of the portfolio, ranked #8.

Willis Johnson & Associates first reported a position in IJK in Q4 2020 and has held it in 22 quarters since. The position peaked at $62.2M in Q2 2025. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

  • Willis Johnson & Associates held 464,283 shares of iShares S&P Mid-Cap 400 Growth ETF worth $46.7M as of Q1 2026.
  • Willis Johnson & Associates sold 10,797 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $1.11M.
  • iShares S&P Mid-Cap 400 Growth ETF made up 2.72% of Willis Johnson & Associates's portfolio in Q1 2026, its #8 holding.
  • Willis Johnson & Associates first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2020 and has held it in 22 quarters since.
  • Willis Johnson & Associates's iShares S&P Mid-Cap 400 Growth ETF position peaked at $62.2M in Q2 2025.
  • 932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Willis Johnson & Associates's 13F filing for Q1 2026, filed 23 Apr 2026.