Argent Trust Co IJK ISHARES S&P MIDCAP 400 GROWTH

Ownership history in Argent Trust Co  ·  39 quarters on record

AI Ownership Summary

Argent Trust Co reported ISHARES S&P MIDCAP 400 GROWTH (IJK) in 39 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.66% in 2026 Q1. The latest visible filing shows IJK at 0.66% 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 Argent Trust Co's position in ISHARES S&P MIDCAP 400 GROWTH, 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
2026 Q1

IJK was reported at 0.66% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.66% in 2026 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 2026 Q1

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 Argent Trust Co held IJK — position size vs. price
% of Fund (quarterly)    IJK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 192,490 +24,625 +14.7% 0.66% $19.4M 2026-05-13 $111.99
2025 Q4 ADDED 167,865 +16,838 +11.1% 0.56% $16.3M 2026-02-10 $104.98
2025 Q3 ADDED 151,027 +6,594 +4.6% 0.51% $14.5M 2025-11-12 $96.50
2025 Q2 ADDED 144,433 +23,442 +19.4% 0.50% $13.1M 2025-08-12 $93.51
2025 Q1 ADDED 120,991 +38,689 +47.0% 0.41% $10.1M 2025-05-09 $85.48
2024 Q4 ADDED 82,302 +79,462 +2798.0% 0.31% $7.5M 2025-02-13 $92.78
2024 Q3 UNCHANGED 2,840 0% 0.01% $261K 2024-11-13 $94.93
2024 Q2 ADDED 2,840 +200 +7.6% 0.01% $250K 2024-08-12 $85.27
2024 Q1 UNCHANGED 2,640 0% 0.01% $241K 2024-05-10 $88.67
2023 Q4 REDUCED 17.8% +14.9% 2,640 -573 -17.8% 0.01% $209K 2024-02-09 $81.29
29 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Argent Trust Co and IJK

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

How long has Argent Trust Co reported owning IJK?

Argent Trust Co reported IJK across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported IJK position in Argent Trust Co's portfolio?

The largest reported portfolio weight for IJK was 0.66% in 2026 Q1.

What is the latest reported IJK position on this page?

The most recent filing on this page is 2026 Q1, when Argent Trust Co reported 192,490 shares, equal to 0.66% of portfolio, with an estimated market value of $19.4M.

What does the chart on this IJK ownership page compare?

The chart compares Argent Trust Co'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.

How well did Argent Trust Co time their IJK position?

Based on 13F filing dates vs. subsequent IJK price moves, Argent Trust Co correctly timed 13 out of 27 reported position changes (48%). The annualised alpha on IJK relative to SPY over the holding period was -1.0%.

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