BEI
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Benjamin Edwards Inc’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Benjamin Edwards Inc’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 		$1.11M Buy
9,455
+209
+2% +$23.2K 0.01% 760
2026
Q1 		$930K Buy
9,246
+109
+1% +$11.2K 0.01% 788
2025
Q4 		$885K Buy
9,137
+238
+3% +$22.9K 0.01% 754
2025
Q3 		$853K Buy
8,899
+812
+10% +$76.5K 0.01% 747
2025
Q2 		$736K Buy
8,087
+1,851
+30% +$159K 0.01% 726
2025
Q1 		$519K Buy
6,236
+124
+2% +$11.2K 0.01% 768
2024
Q4 		$556K Buy
6,112
+4
+0.1% +$377 0.01% 787
2024
Q3 		$562K Buy
+6,108
New +$546K 0.01% 761
2022
Q3 		– Sell
-33
Closed -$2K – 724
2022
Q2 		$2K Buy
+33
New +$2.32K ﹤0.01% 666
2020
Q3 		– Sell
-216
Closed -$12K – 372
2020
Q2 		$12K Sell
216
-9,740
-98% -$506K 0.01% 287
2020
Q1 		$444K Buy
9,956
+2,888
+41% +$159K 0.46% 77
2019
Q4 		$421K Sell
7,068
-11,600
-62% -$665K 0.86% 31
2019
Q3 		$1.04M Buy
18,668
+2,412
+15% +$136K 2.26% 9
2019
Q2 		$920K Buy
16,256
+7,012
+76% +$389K 2.23% 7
2019
Q1 		$506K Buy
+9,244
New +$488K 2.42% 5

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

Benjamin Edwards Inc's IJK Position: Q2 2026 in Review

Benjamin Edwards Inc increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 2.3% in Q2 2026, buying an estimated $23.2K and bringing the position to 9,455 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #760.

Benjamin Edwards Inc first reported a position in IJK in Q1 2019 and has held it in 15 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • Benjamin Edwards Inc held 9,455 shares of iShares S&P Mid-Cap 400 Growth ETF worth $1.11M as of Q2 2026.
  • Benjamin Edwards Inc bought 209 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $23.2K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #760 holding.
  • Benjamin Edwards Inc first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2019 and has held it in 15 quarters since.
  • 990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.