Bennett Selby Investments’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Bennett Selby Investments’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	$202K	Buy	+1,720	New	+$191K	0.06%	84
2025 Q3	–	Sell	-2,210	Closed	-$201K	–	82
2025 Q2	$201K	Sell	2,210 -300	-12%	-$25.7K	0.07%	76
2025 Q1	$209K	Sell	2,510 -475	-16%	-$42.8K	0.08%	75
2024 Q4	$271K	Hold	2,985	–	–	0.11%	66
2024 Q3	$274K	Hold	2,985	–	–	0.12%	65
2024 Q2	$263K	Sell	2,985 -225	-7%	-$19.9K	0.12%	62
2024 Q1	$293K	Hold	3,210	–	–	0.14%	56
2023 Q4	$254K	Sell	3,210 -290	-8%	-$21.3K	0.13%	56
2023 Q3	$253K	Hold	3,500	–	–	0.15%	53
2023 Q2	$263K	Hold	3,500	–	–	0.15%	51
2023 Q1	$250K	Hold	3,500	–	–	0.16%	49
2022 Q4	$239K	Hold	3,500	–	–	0.18%	50
2022 Q3	$221K	Hold	3,500	–	–	0.18%	50
2022 Q2	$223K	Hold	3,500	–	–	0.17%	51
2022 Q1	$270K	Hold	3,500	–	–	0.16%	55
2021 Q4	$298K	Hold	3,500	–	–	0.17%	50
2021 Q3	$277K	Hold	3,500	–	–	0.18%	50
2021 Q2	$283K	Hold	3,500	–	–	0.19%	48
2021 Q1	$274K	Hold	3,500	–	–	0.21%	46
2020 Q4	$253K	Buy	+3,500	New	+$233K	0.22%	47

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

Bennett Selby Investments's IJK Position: Q2 2026 in Review

Bennett Selby Investments opened a new position in iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2026: 1,720 shares worth $202K. The stake represents 0.06% of the portfolio and ranks #84 among its holdings. This is a return to the name: Bennett Selby Investments previously reported a position in IJK as recently as Q2 2025.

Bennett Selby Investments first reported a position in IJK in Q4 2020 and has held it in 20 quarters since. The position peaked at $298K in Q4 2021. 993 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Bennett Selby Investments held 1,720 shares of iShares S&P Mid-Cap 400 Growth ETF worth $202K as of Q2 2026.
iShares S&P Mid-Cap 400 Growth ETF was a new Bennett Selby Investments position in Q2 2026.
iShares S&P Mid-Cap 400 Growth ETF made up 0.06% of Bennett Selby Investments's portfolio in Q2 2026, its #84 holding.
Bennett Selby Investments first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2020 and has held it in 20 quarters since.
Bennett Selby Investments's iShares S&P Mid-Cap 400 Growth ETF position peaked at $298K in Q4 2021.
993 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Bennett Selby Investments's 13F filing for Q2 2026, filed 24 Jul 2026.