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

Atlas Brown’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	$1.1M	Sell	9,392 -158	-2%	-$17.6K	0.3%	92
2026 Q1	$961K	Sell	9,550 -147	-2%	-$15.1K	0.29%	93
2025 Q4	$939K	Sell	9,697 -6	-0.1%	-$578	0.28%	89
2025 Q3	$930K	Sell	9,703 -257	-3%	-$24.2K	0.28%	89
2025 Q2	$906K	Buy	9,960 +361	+4%	+$30.9K	0.29%	86
2025 Q1	$799K	Sell	9,599 -29	-0.3%	-$2.61K	0.28%	87
2024 Q4	$875K	Sell	9,628 -471	-5%	-$44.4K	0.3%	86
2024 Q3	$928K	Sell	10,099 -3,567	-26%	-$319K	0.32%	83
2024 Q2	$1.2M	Sell	13,666 -5,520	-29%	-$488K	0.43%	65
2024 Q1	$1.75M	Sell	19,186 -1,571	-8%	-$131K	0.64%	43
2023 Q4	$1.64M	Sell	20,757 -65	-0.3%	-$4.77K	0.68%	44
2023 Q3	$1.5M	Sell	20,822 -100	-0.5%	-$7.54K	0.69%	44
2023 Q2	$1.57M	Sell	20,922 -26	-0.1%	-$1.86K	0.69%	42
2023 Q1	$1.5M	Sell	20,948 -494	-2%	-$35.3K	0.69%	45
2022 Q4	$1.46M	Sell	21,442 -1,484	-6%	-$102K	0.72%	44
2022 Q3	$1.45M	Sell	22,926 -1,590	-6%	-$110K	0.74%	42
2022 Q2	$1.56M	Sell	24,516 -450	-2%	-$31.6K	0.74%	43
2022 Q1	$1.93M	Buy	24,966 +886	+4%	+$68.5K	0.79%	37
2021 Q4	$2.05M	Sell	24,080 -455	-2%	-$38.2K	0.8%	36
2021 Q3	$1.94M	Sell	24,535 -950	-4%	-$77.1K	0.84%	34
2021 Q2	$2.06M	Sell	25,485 -844	-3%	-$67.7K	0.89%	35
2021 Q1	$2.06M	Sell	26,329 -101	-0.4%	-$7.78K	0.98%	32
2020 Q4	$1.91M	Sell	26,430 -246	-0.9%	-$16.4K	0.99%	32
2020 Q3	$1.59M	Sell	26,676 -2,564	-9%	-$153K	0.94%	33
2020 Q2	$1.64M	Sell	29,240 -124	-0.4%	-$6.44K	1.04%	32
2020 Q1	$1.31M	Buy	29,364 +124	+0.4%	+$6.82K	1.02%	33
2019 Q4	$1.74M	Sell	29,240 -120	-0.4%	-$6.88K	1.09%	30
2019 Q3	$1.64M	Sell	29,360 -172	-0.6%	-$9.67K	1.17%	27
2019 Q2	$1.67M	Buy	29,532 +528	+2%	+$29.3K	1.15%	27
2019 Q1	$1.59M	Sell	29,004 -312	-1%	-$16.5K	1.13%	27
2018 Q4	$1.4M	Sell	29,316 -92	-0.3%	-$4.82K	1.08%	29
2018 Q3	$1.71M	Sell	29,408 -400	-1%	-$23.2K	1.05%	30
2018 Q2	$1.72M	Sell	29,808 -2,004	-6%	-$112K	0.4%	27
2018 Q1	$1.74M	Buy	31,812 +608	+2%	+$33.6K	0.32%	27
2017 Q4	$1.78M	Sell	31,204 -3,424	-10%	-$181K	0.32%	29
2017 Q3	$1.75M	Sell	34,628 -852	-2%	-$42K	0.37%	23
2017 Q2	$1.74M	Sell	35,480 -712	-2%	-$34.6K	1.53%	16
2017 Q1	$1.73M	Sell	36,192 -1,596	-4%	-$75.3K	1.36%	18
2016 Q4	$1.65M	Hold	37,788	–	–	0.68%	17
2016 Q3	$1.65M	Sell	37,788 -624	-2%	-$27.4K	0.68%	17
2016 Q2	$1.62M	Sell	38,412 -916	-2%	-$38K	0.66%	18
2016 Q1	$1.6M	Sell	39,328 -112	-0.3%	-$4.28K	0.67%	19
2015 Q4	$1.45M	Buy	39,440 +1,204	+3%	+$49.3K	0.93%	17
2015 Q3	$1.5M	Sell	38,236 -96	-0.3%	-$4.01K	0.65%	18
2015 Q2	$1.66M	Buy	38,332 +1,764	+5%	+$75.5K	0.65%	19
2015 Q1	$1.57M	Sell	36,568 -736	-2%	-$30.5K	0.42%	21
2014 Q4	$1.49M	Buy	37,304 +2,864	+8%	+$111K	0.4%	25
2014 Q3	$1.3M	Buy	34,440 +27,576	+402%	+$1.07M	0.48%	26
2014 Q2	$270K	Buy	+6,864	New	+$259K	0.13%	84

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

Atlas Brown's IJK Position: Q2 2026 in Review

Atlas Brown reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 1.7% in Q2 2026, selling an estimated $17.6K and leaving 9,392 shares worth $1.1M. The position accounts for 0.3% of the portfolio, ranked #92.

Atlas Brown first reported a position in IJK in Q2 2014 and has held it in 49 quarters since. The position peaked at $2.06M in Q1 2021. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Atlas Brown held 9,392 shares of iShares S&P Mid-Cap 400 Growth ETF worth $1.1M as of Q2 2026.
Atlas Brown sold 158 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $17.6K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.3% of Atlas Brown's portfolio in Q2 2026, its #92 holding.
Atlas Brown first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2014 and has held it in 49 quarters since.
Atlas Brown's iShares S&P Mid-Cap 400 Growth ETF position peaked at $2.06M in Q1 2021.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Atlas Brown's 13F filing for Q2 2026, filed 9 Jul 2026.