Alpine Bank Wealth Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.01M Sell
25,605
-745
-3% -$82.8K 0.39% 45
2026
Q1
$2.65M Sell
26,350
-1,100
-4% -$113K 0.39% 43
2025
Q4
$2.66M Hold
27,450
0.38% 43
2025
Q3
$2.63M Hold
27,450
0.37% 41
2025
Q2
$2.5M Sell
27,450
-4,250
-13% -$364K 0.38% 38
2025
Q1
$2.64M Buy
+31,700
New +$2.86M 0.42% 39
2024
Q3
$3.06M Buy
+33,286
New +$2.98M 0.49% 33

Other funds holding IJK

Alpine Bank Wealth Management's IJK Position: Q2 2026 in Review

Alpine Bank Wealth Management reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 2.8% in Q2 2026, selling an estimated $82.8K and leaving 25,605 shares worth $3.01M. The position accounts for 0.39% of the portfolio, ranked #45.

Alpine Bank Wealth Management first reported a position in IJK in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.06M in Q3 2024. 666 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • Alpine Bank Wealth Management held 25,605 shares of iShares S&P Mid-Cap 400 Growth ETF worth $3.01M as of Q2 2026.
  • Alpine Bank Wealth Management sold 745 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $82.8K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.39% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #45 holding.
  • Alpine Bank Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2024 and has held it in 7 quarters since.
  • Alpine Bank Wealth Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $3.06M in Q3 2024.
  • 666 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.