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

Allen Investment 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 Q2	$888K	Hold	7,556	–	–	0.01%	160
2026 Q1	$760K	Hold	7,556	–	–	0.01%	166
2025 Q4	$732K	Hold	7,556	–	–	0.01%	165
2025 Q3	$725K	Hold	7,556	–	–	0.01%	147
2025 Q2	$687K	Hold	7,556	–	–	0.01%	144
2025 Q1	$629K	Hold	7,556	–	–	0.01%	152
2024 Q4	$687K	Hold	7,556	–	–	0.01%	150
2024 Q3	$695K	Hold	7,556	–	–	0.01%	161
2024 Q2	$666K	Hold	7,556	–	–	0.01%	154
2024 Q1	$689K	Hold	7,556	–	–	0.01%	143
2023 Q4	$599K	Hold	7,556	–	–	0.01%	154
2023 Q3	$546K	Hold	7,556	–	–	0.01%	162
2023 Q2	$567K	Hold	7,556	–	–	0.01%	155
2023 Q1	$540K	Hold	7,556	–	–	0.01%	154
2022 Q4	$516K	Hold	7,556	–	–	0.01%	155
2022 Q3	$476K	Hold	7,556	–	–	0.01%	158
2022 Q2	$482K	Hold	7,556	–	–	0.01%	162
2022 Q1	$584K	Hold	7,556	–	–	0.01%	164
2021 Q4	$644K	Hold	7,556	–	–	0.01%	166
2021 Q3	$598K	Hold	7,556	–	–	0.01%	135
2021 Q2	$612K	Hold	7,556	–	–	0.01%	126
2021 Q1	$592K	Hold	7,556	–	–	0.01%	131
2020 Q4	$546K	Hold	7,556	–	–	0.01%	128
2020 Q3	$452K	Hold	7,556	–	–	0.01%	131
2020 Q2	$423K	Hold	7,556	–	–	0.01%	130
2020 Q1	$337K	Hold	7,556	–	–	0.01%	141
2019 Q4	$450K	Hold	7,556	–	–	0.01%	133
2019 Q3	$423K	Hold	7,556	–	–	0.01%	145
2019 Q2	$427K	Buy	+7,556	New	+$419K	0.01%	151

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

Allen Investment Management's IJK Position: Q2 2026 in Review

Allen Investment Management held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 7,556 shares worth $888K. The position accounts for 0.01% of the portfolio, ranked #160.

Allen Investment Management first reported a position in IJK in Q2 2019 and has held it in 29 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Allen Investment Management held 7,556 shares of iShares S&P Mid-Cap 400 Growth ETF worth $888K as of Q2 2026.
Allen Investment Management 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 0.01% of Allen Investment Management's portfolio in Q2 2026, its #160 holding.
Allen Investment Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2019 and has held it in 29 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Allen Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.