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

American Trust’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	$405K	Buy	3,448 +66	+2%	+$7.33K	0.03%	196
2026 Q1	$340K	Buy	3,382 +45	+1%	+$4.62K	0.03%	207
2025 Q4	$323K	Buy	3,337 +41	+1%	+$3.95K	0.03%	226
2025 Q3	$316K	Sell	3,296 -94	-3%	-$8.86K	0.03%	239
2025 Q2	$308K	Buy	+3,390	New	+$290K	0.03%	218
2025 Q1	–	Sell	-5,429	Closed	-$494K	–	196
2024 Q4	$494K	Buy	+5,429	New	+$511K	0.04%	172
2023 Q3	–	Sell	-2,955	Closed	-$222K	–	350
2023 Q2	$222K	Buy	2,955 +62	+2%	+$4.43K	0.02%	374
2023 Q1	$206K	Sell	2,893 -931	-24%	-$66.5K	0.01%	412
2022 Q4	$261K	Sell	3,824 -1,982	-34%	-$136K	0.02%	334
2022 Q3	$366K	Sell	5,806 -7,069	-55%	-$488K	0.03%	260
2022 Q2	$820K	Sell	12,875 -230	-2%	-$16.2K	0.07%	144
2022 Q1	$1.01M	Buy	13,105 +3,648	+39%	+$282K	0.07%	149
2021 Q4	$806K	Buy	+9,457	New	+$793K	0.06%	119

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

American Trust's IJK Position: Q2 2026 in Review

American Trust increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 2% in Q2 2026, buying an estimated $7.33K and bringing the position to 3,448 shares worth $405K. The position accounts for 0.03% of the portfolio, ranked #196.

American Trust first reported a position in IJK in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.01M in Q1 2022. 992 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

American Trust held 3,448 shares of iShares S&P Mid-Cap 400 Growth ETF worth $405K as of Q2 2026.
American Trust bought 66 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $7.33K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.03% of American Trust's portfolio in Q2 2026, its #196 holding.
American Trust first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2021 and has held it in 13 quarters since.
American Trust's iShares S&P Mid-Cap 400 Growth ETF position peaked at $1.01M in Q1 2022.
992 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on American Trust's 13F filing for Q2 2026, filed 14 Aug 2026.