Accredited Investors’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Accredited Investors’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	$311K	Sell	2,649 -27	-1%	-$3K	0.01%	233
2026 Q1	$269K	Sell	2,676 -793	-23%	-$81.5K	0.01%	236
2025 Q4	$336K	Sell	3,469 -137	-4%	-$13.2K	0.02%	203
2025 Q3	$346K	Sell	3,606 -248	-6%	-$23.4K	0.02%	182
2025 Q2	$351K	Sell	3,854 -228	-6%	-$19.5K	0.02%	174
2025 Q1	$340K	Buy	4,082 +932	+30%	+$84K	0.02%	163
2024 Q4	$286K	Buy	3,150 +15	+0.5%	+$1.41K	0.02%	182
2024 Q3	$288K	Buy	3,135 +5	+0.2%	+$447	0.02%	182
2024 Q2	$276K	Hold	3,130	–	–	0.02%	173
2024 Q1	$286K	Hold	3,130	–	–	0.02%	169
2023 Q4	$248K	Sell	3,130 -13	-0.4%	-$954	0.02%	167
2023 Q3	$227K	Hold	3,143	–	–	0.02%	168
2023 Q2	$236K	Hold	3,143	–	–	0.02%	171
2023 Q1	$225K	Sell	3,143 -275	-8%	-$19.6K	0.02%	174
2022 Q4	$233K	Buy	3,418 +28	+0.8%	+$1.93K	0.02%	163
2022 Q3	$214K	Hold	3,390	–	–	0.02%	158
2022 Q2	$216K	Buy	3,390 +89	+3%	+$6.25K	0.03%	159
2022 Q1	$255K	Buy	+3,301	New	+$255K	0.02%	155

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

Accredited Investors's IJK Position: Q2 2026 in Review

Accredited Investors reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 1% in Q2 2026, selling an estimated $3K and leaving 2,649 shares worth $311K. The position accounts for 0.01% of the portfolio, ranked #233.

Accredited Investors first reported a position in IJK in Q1 2022 and has held it in 18 quarters since. The position peaked at $351K in Q2 2025. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Accredited Investors held 2,649 shares of iShares S&P Mid-Cap 400 Growth ETF worth $311K as of Q2 2026.
Accredited Investors sold 27 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $3K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.01% of Accredited Investors's portfolio in Q2 2026, its #233 holding.
Accredited Investors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2022 and has held it in 18 quarters since.
Accredited Investors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $351K in Q2 2025.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Accredited Investors's 13F filing for Q2 2026, filed 21 Jul 2026.