1015 Capital Partners’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

1015 Capital Partners’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 Q2	$23.5K	Hold	200	–	–	0.02%	173
2026 Q1	$20.1K	Hold	200	–	–	0.02%	182
2025 Q4	$19.4K	Buy	+200	New	+$19.3K	0.02%	187

Other funds holding IJK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

1015 Capital Partners's IJK Position: Q2 2026 in Review

1015 Capital Partners held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 200 shares worth $23.5K. The position accounts for 0.02% of the portfolio, ranked #173.

1015 Capital Partners first reported a position in IJK in Q4 2025 and has held it in 3 quarters since. 989 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

1015 Capital Partners held 200 shares of iShares S&P Mid-Cap 400 Growth ETF worth $23.5K as of Q2 2026.
1015 Capital Partners left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q2 2026.
iShares S&P Mid-Cap 400 Growth ETF made up 0.02% of 1015 Capital Partners's portfolio in Q2 2026, its #173 holding.
1015 Capital Partners first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2025 and has held it in 3 quarters since.
989 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on 1015 Capital Partners's 13F filing for Q2 2026, filed 21 Jul 2026.