IJK β€” ISHARES S&P MID-CAP 400 GROWTH ETF

Ownership history in Salomon & Ludwin, LLC  Β·  29 quarters on record

AI Ownership Summary

Salomon & Ludwin, LLC reported ISHARES S&P MID-CAP 400 GROWTH ETF (IJK) in 29 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.42% in 2024 Q1. The latest visible filing shows IJK at 1.60% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IJK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Salomon & Ludwin, LLC's position in ISHARES S&P MID-CAP 400 GROWTH ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IJK was reported at 1.60% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.42% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Salomon & Ludwin, LLC held IJK β€” position size vs. price
% of Fund (quarterly)    IJK price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 181,306 -3,871 -2.1% 1.60% $18.1M 2026-02-14 (Est.) $104.22
2025 Q3 REDUCED 185,177 -3,162 -1.7% 1.61% $17.9M 2025-10-21 $95.95
2025 Q2 REDUCED 188,339 -5,103 -2.6% 1.72% $17.4M 2025-07-29 $93.91
2025 Q1 REDUCED 193,442 -5,959 -3.0% 1.72% $16.1M 2025-04-28 $81.87
2024 Q4 REDUCED 199,401 -12,323 -5.8% 1.92% $18.1M 2025-01-30 $94.26
2024 Q3 REDUCED 211,724 -21,695 -9.3% 1.98% $19.5M 2024-10-24 $90.65
2024 Q2 REDUCED 233,419 -74,790 -24.3% 2.30% $20.6M 2024-07-25 $88.54
2024 Q1 REDUCED 308,209 -5,213 -1.7% 2.42% $28.1M 2024-05-02 $85.78
2023 Q4 UNCHANGED 313,422 β€” 0% 2.36% $22.6M 2024-02-07 $79.71
20 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding IJK

As of 2026 Q1 β€” sorted by position size

Bangor Savings Bank 3Y 7Y 0.09% BURKETT FINANCIAL SERVICES, LLC 0.02%

FAQ About Salomon & Ludwin, LLC and IJK

These are the practical questions this page is built to answer before you even open the full history table.

How long has Salomon & Ludwin, LLC reported owning IJK?

Salomon & Ludwin, LLC reported IJK across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IJK position in Salomon & Ludwin, LLC's portfolio?

The largest reported portfolio weight for IJK was 2.42% in 2024 Q1.

What is the latest reported IJK position on this page?

The most recent filing on this page is 2025 Q4, when Salomon & Ludwin, LLC reported 181,306 shares, equal to 1.60% of portfolio, with an estimated market value of $18.1M.

What does the chart on this IJK ownership page compare?

The chart compares Salomon & Ludwin, LLC's quarterly IJK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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