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

Bessemer Group’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	-19,290	Closed	-$1.94M	–	2580
2026 Q1	$1.94M	Sell	19,290 -3,950	-17%	-$406K	﹤0.01%	819
2025 Q4	$2.25M	Hold	23,240	–	–	﹤0.01%	797
2025 Q3	$2.23M	Hold	23,240	–	–	﹤0.01%	474
2025 Q2	$2.11M	Sell	23,240 -24	-0.1%	-$2.06K	﹤0.01%	468
2025 Q1	$1.94M	Buy	23,264 +3,974	+21%	+$358K	﹤0.01%	483
2024 Q4	$1.75M	Sell	19,290 -1,600	-8%	-$151K	﹤0.01%	664
2024 Q3	$1.92M	Hold	20,890	–	–	﹤0.01%	665
2024 Q2	$1.84M	Hold	20,890	–	–	﹤0.01%	521
2024 Q1	$1.91M	Sell	20,890 -9,400	-31%	-$784K	﹤0.01%	532
2023 Q4	$2.4M	Sell	30,290 -2,200	-7%	-$161K	﹤0.01%	455
2023 Q3	$2.35M	Sell	32,490 -15,530	-32%	-$1.17M	0.01%	451
2023 Q2	$3.6M	Hold	48,020	–	–	0.01%	396
2023 Q1	$3.43M	Sell	48,020 -30,945	-39%	-$2.21M	0.01%	385
2022 Q4	$5.39M	Buy	78,965 +78,345	+12,636%	+$5.38M	0.01%	320
2022 Q3	$39K	Hold	620	–	–	﹤0.01%	1223
2022 Q2	$40K	Sell	620 -1,040	-63%	-$73K	﹤0.01%	1144
2022 Q1	$128K	Buy	1,660 +1,040	+168%	+$80.4K	﹤0.01%	929
2021 Q4	$53K	Hold	620	–	–	﹤0.01%	1104
2021 Q3	$49K	Hold	620	–	–	﹤0.01%	1057
2021 Q2	$50K	Hold	620	–	–	﹤0.01%	1066
2021 Q1	$49K	Hold	620	–	–	﹤0.01%	1015
2020 Q4	$45K	Hold	620	–	–	﹤0.01%	1007
2020 Q3	$37K	Hold	620	–	–	﹤0.01%	965
2020 Q2	$35K	Sell	620 -7,596	-92%	-$394K	﹤0.01%	1392
2020 Q1	$367K	Sell	8,216 -6,200	-43%	-$341K	﹤0.01%	859
2019 Q4	$858K	Sell	14,416 -384	-3%	-$22K	﹤0.01%	770
2019 Q3	$828K	Buy	14,800 +8,600	+139%	+$484K	﹤0.01%	738
2019 Q2	$351K	Hold	6,200	–	–	﹤0.01%	948
2019 Q1	$340K	Sell	6,200 -336	-5%	-$17.7K	﹤0.01%	887
2018 Q4	$312K	Buy	6,536 +336	+5%	+$17.6K	﹤0.01%	862
2018 Q3	$361K	Hold	6,200	–	–	﹤0.01%	850
2018 Q2	$348K	Hold	6,200	–	–	﹤0.01%	866
2018 Q1	$338K	Hold	6,200	–	–	﹤0.01%	896
2017 Q4	$335K	Hold	6,200	–	–	﹤0.01%	901
2017 Q3	$314K	Sell	6,200 -548	-8%	-$27K	﹤0.01%	962
2017 Q2	$332K	Buy	6,748 +6,200	+1,131%	+$301K	﹤0.01%	952
2017 Q1	$26K	Sell	548 -2,888	-84%	-$136K	﹤0.01%	1419
2016 Q4	$157K	Buy	+3,436	New	+$151K	﹤0.01%	1136
2016 Q1	–	Sell	-23,616	Closed	-$950K	–	1568
2015 Q4	$950K	Buy	23,616 +22,780	+2,725%	+$932K	0.01%	549
2015 Q3	$33K	Buy	+836	New	+$34.9K	﹤0.01%	1031
2013 Q4	–	Sell	-376	Closed	-$13K	–	1361
2013 Q3	$13K	Hold	376	–	–	﹤0.01%	1005
2013 Q2	$12K	Buy	+376	New	+$12.2K	﹤0.01%	1005

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

Bessemer Group's IJK Position: Q2 2026 in Review

Bessemer Group sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2026, closing a stake of 19,290 shares — an estimated $1.94M sold.

Bessemer Group first reported a position in IJK in Q2 2013 and held it in 42 quarters. The position peaked at $5.39M in Q4 2022. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Bessemer Group reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2026 after selling out during the quarter.
Bessemer Group sold 19,290 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $1.94M.
Bessemer Group first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2013 and held it in 42 quarters.
Bessemer Group's iShares S&P Mid-Cap 400 Growth ETF position peaked at $5.39M in Q4 2022.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.