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

AlTi Global’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	$13.1M	Sell	111,329 -1,669	-1%	-$185K	0.27%	49
2026 Q1	$11.4M	Sell	112,998 -711	-0.6%	-$73K	0.25%	53
2025 Q4	$11M	Buy	113,709 +4,634	+4%	+$446K	0.24%	54
2025 Q3	$10.5M	Sell	109,075 -45,406	-29%	-$4.28M	0.25%	58
2025 Q2	$14.1M	Sell	154,481 -103,068	-40%	-$8.83M	0.35%	42
2025 Q1	$21.4M	Sell	257,549 -2,682	-1%	-$242K	0.56%	23
2024 Q4	$23.7M	Sell	260,231 -17,723	-6%	-$1.67M	0.57%	25
2024 Q3	$25.6M	Sell	277,954 -9,392	-3%	-$840K	0.61%	24
2024 Q2	$25.3M	Sell	287,346 -22,777	-7%	-$2.01M	0.68%	19
2024 Q1	$28.3M	Sell	310,123 -8,750	-3%	-$730K	0.79%	19
2023 Q4	$25.3M	Buy	+318,873	New	+$23.4M	0.77%	20

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

AlTi Global's IJK Position: Q2 2026 in Review

AlTi Global reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 1.5% in Q2 2026, selling an estimated $185K and leaving 111,329 shares worth $13.1M. The position accounts for 0.27% of the portfolio, ranked #49.

AlTi Global first reported a position in IJK in Q4 2023 and has held it in 11 quarters since. The position peaked at $28.3M in Q1 2024. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

AlTi Global held 111,329 shares of iShares S&P Mid-Cap 400 Growth ETF worth $13.1M as of Q2 2026.
AlTi Global sold 1,669 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $185K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.27% of AlTi Global's portfolio in Q2 2026, its #49 holding.
AlTi Global first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2023 and has held it in 11 quarters since.
AlTi Global's iShares S&P Mid-Cap 400 Growth ETF position peaked at $28.3M in Q1 2024.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.