Winthrop Capital Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Winthrop Capital Management’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	$278K	Hold	2,758	–	–	0.07%	110
2025 Q4	$267K	Buy	2,758 +2	+0.1%	+$193	0.06%	117
2025 Q3	$264K	Hold	2,756	–	–	0.06%	112
2025 Q2	$251K	Hold	2,756	–	–	0.06%	121
2025 Q1	$230K	Sell	2,756 -280	-9%	-$25.2K	0.06%	115
2024 Q4	$276K	Buy	+3,036	New	+$286K	0.07%	118
2024 Q1	–	Sell	-3,036	Closed	-$241K	–	209
2023 Q4	$241K	Buy	+3,036	New	+$223K	0.08%	116

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 $424B AUM 22.94% 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

Winthrop Capital Management's IJK Position: Q1 2026 in Review

Winthrop Capital Management held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q1 2026 at 2,758 shares worth $278K. The position accounts for 0.07% of the portfolio, ranked #110.

Winthrop Capital Management first reported a position in IJK in Q4 2023 and has held it in 7 quarters since. 934 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

Winthrop Capital Management held 2,758 shares of iShares S&P Mid-Cap 400 Growth ETF worth $278K as of Q1 2026.
Winthrop Capital Management 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 0.07% of Winthrop Capital Management's portfolio in Q1 2026, its #110 holding.
Winthrop Capital Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2023 and has held it in 7 quarters since.
934 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Winthrop Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.