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

Windsor Advisory 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	$108K	Hold	1,076	–	–	0.09%	63
2025 Q4	$104K	Hold	1,076	–	–	0.09%	65
2025 Q3	$103K	Hold	1,076	–	–	0.09%	67
2025 Q2	$97.9K	Hold	1,076	–	–	0.14%	41
2025 Q1	$89.6K	Hold	1,076	–	–	0.12%	42
2024 Q4	$97.8K	Hold	1,076	–	–	0.11%	55
2024 Q3	$98.9K	Hold	1,076	–	–	0.11%	65
2024 Q2	$94.8K	Hold	1,076	–	–	0.19%	39
2024 Q1	$98.2K	Hold	1,076	–	–	0.28%	39
2023 Q4	$85.2K	Hold	1,076	–	–	0.25%	41
2023 Q3	$77.7K	Hold	1,076	–	–	0.18%	47
2023 Q2	$80.7K	Hold	1,076	–	–	0.2%	44
2023 Q1	$76.9K	Hold	1,076	–	–	0.18%	50
2022 Q4	$73.5K	Buy	+1,076	New	+$74K	0.19%	54

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

Windsor Advisory Group's IJK Position: Q1 2026 in Review

Windsor Advisory Group held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q1 2026 at 1,076 shares worth $108K. The position accounts for 0.09% of the portfolio, ranked #63.

Windsor Advisory Group first reported a position in IJK in Q4 2022 and has held it in 14 quarters since. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

Windsor Advisory Group held 1,076 shares of iShares S&P Mid-Cap 400 Growth ETF worth $108K as of Q1 2026.
Windsor Advisory 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 0.09% of Windsor Advisory Group's portfolio in Q1 2026, its #63 holding.
Windsor Advisory Group first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2022 and has held it in 14 quarters since.
932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

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