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

AMG National Trust Bank’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 		$1.37M Sell
11,652
-848
-7% -$94.2K 0.03% 235
2026
Q1 		$1.26M Buy
12,500
+708
+6% +$72.7K 0.03% 287
2025
Q4 		$1.14M Sell
11,792
-579
-5% -$55.8K 0.03% 285
2025
Q3 		$1.19M Sell
12,371
-2,251
-15% -$212K 0.03% 276
2025
Q2 		$1.33M Sell
14,622
-535
-4% -$45.8K 0.03% 261
2025
Q1 		$1.26M Buy
15,157
+850
+6% +$76.6K 0.04% 254
2024
Q4 		$1.3M Hold
14,307
– – 0.04% 247
2024
Q3 		$1.32M Sell
14,307
-891
-6% -$79.7K 0.04% 256
2024
Q2 		$1.34M Buy
15,198
+780
+5% +$68.9K 0.04% 258
2024
Q1 		$1.32M Buy
14,418
+14
+0.1% +$1.17K 0.04% 252
2023
Q4 		$1.14M Sell
14,404
-1,230
-8% -$90.2K 0.04% 261
2023
Q3 		$1.13M Hold
15,634
– – 0.04% 257
2023
Q2 		$1.17M Sell
15,634
-800
-5% -$57.1K 0.04% 249
2023
Q1 		$1.18M Sell
16,434
-1,132
-6% -$80.9K 0.04% 255
2022
Q4 		$1.2M Sell
17,566
-890
-5% -$61.2K 0.04% 234
2022
Q3 		$1.16M Buy
18,456
+712
+4% +$49.2K 0.04% 236
2022
Q2 		$1.22M Hold
17,744
– – 0.05% 226
2022
Q1 		$1.37M Hold
17,744
– – 0.04% 225
2021
Q4 		$1.51M Hold
17,744
– – 0.05% 224
2021
Q3 		$1.41M Hold
17,744
– – 0.05% 229
2021
Q2 		$1.44M Buy
17,744
+131
+0.7% +$10.5K 0.05% 222
2021
Q1 		$1.38M Buy
17,613
+3,820
+28% +$294K 0.05% 217
2020
Q4 		$996K Sell
13,793
-799
-5% -$53.3K 0.04% 249
2020
Q3 		$873K Buy
14,592
+6,008
+70% +$357K 0.04% 247
2020
Q2 		$481K Buy
+8,584
New +$446K 0.02% 324
2016
Q1 		– Sell
-5,800
Closed -$233K – 258
2015
Q4 		$233K Buy
+5,800
New +$237K 0.02% 234

Other funds holding IJK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SP
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

AMG National Trust Bank's IJK Position: Q2 2026 in Review

AMG National Trust Bank reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 6.8% in Q2 2026, selling an estimated $94.2K and leaving 11,652 shares worth $1.37M. The position accounts for 0.03% of the portfolio, ranked #235.

AMG National Trust Bank first reported a position in IJK in Q4 2015 and has held it in 26 quarters since. The position peaked at $1.51M in Q4 2021. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • AMG National Trust Bank held 11,652 shares of iShares S&P Mid-Cap 400 Growth ETF worth $1.37M as of Q2 2026.
  • AMG National Trust Bank sold 848 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $94.2K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.03% of AMG National Trust Bank's portfolio in Q2 2026, its #235 holding.
  • AMG National Trust Bank first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2015 and has held it in 26 quarters since.
  • AMG National Trust Bank's iShares S&P Mid-Cap 400 Growth ETF position peaked at $1.51M in Q4 2021.
  • 990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on AMG National Trust Bank's 13F filing for Q2 2026, filed 7 Aug 2026.