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

BDFS Capital’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	–	Sell	-2,996	Closed	-$301K	–	130
2026 Q1	$301K	Sell	2,996 -13	-0.4%	-$1.33K	0.15%	107
2025 Q4	$291K	Buy	+3,009	New	+$290K	0.15%	105

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

BDFS Capital's IJK Position: Q2 2026 in Review

BDFS Capital sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2026, closing a stake of 2,996 shares — an estimated $301K sold.

BDFS Capital first reported a position in IJK in Q4 2025 and held it in 2 quarters. The position peaked at $301K in Q1 2026. 989 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

BDFS Capital reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2026 after selling out during the quarter.
BDFS Capital sold 2,996 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $301K.
BDFS Capital first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2025 and held it in 2 quarters.
BDFS Capital's iShares S&P Mid-Cap 400 Growth ETF position peaked at $301K in Q1 2026.
989 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on BDFS Capital's 13F filing for Q2 2026, filed 15 Jul 2026.