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

Aufman Associates’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	$234K	Hold	1,988	–	–	0.09%	61
2026 Q1	$200K	Sell	1,988 -871	-30%	-$89.5K	0.1%	63
2025 Q4	$277K	Hold	2,859	–	–	0.14%	48
2025 Q3	$274K	Hold	2,859	–	–	0.15%	50
2025 Q2	$260K	Hold	2,859	–	–	0.16%	51
2025 Q1	$238K	Hold	2,859	–	–	0.16%	52
2024 Q4	$260K	Hold	2,859	–	–	0.18%	48
2024 Q3	$263K	Buy	+2,859	New	+$256K	0.17%	51

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

Aufman Associates's IJK Position: Q2 2026 in Review

Aufman Associates held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 1,988 shares worth $234K. The position accounts for 0.09% of the portfolio, ranked #61.

Aufman Associates first reported a position in IJK in Q3 2024 and has held it in 8 quarters since. The position peaked at $277K in Q4 2025. 992 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Aufman Associates held 1,988 shares of iShares S&P Mid-Cap 400 Growth ETF worth $234K as of Q2 2026.
Aufman Associates left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q2 2026.
iShares S&P Mid-Cap 400 Growth ETF made up 0.09% of Aufman Associates's portfolio in Q2 2026, its #61 holding.
Aufman Associates first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2024 and has held it in 8 quarters since.
Aufman Associates's iShares S&P Mid-Cap 400 Growth ETF position peaked at $277K in Q4 2025.
992 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Aufman Associates's 13F filing for Q2 2026, filed 12 Aug 2026.