Blue Trust Inc’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Blue Trust 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	$252K	Sell	2,148 -51	-2%	-$5.67K	﹤0.01%	713
2026 Q1	$221K	Sell	2,199 -158	-7%	-$16.2K	﹤0.01%	740
2025 Q4	$228K	Buy	2,357 +1,417	+151%	+$136K	﹤0.01%	730
2025 Q3	$90.1K	Sell	940 -272	-22%	-$25.6K	﹤0.01%	1115
2025 Q2	$110K	Buy	1,212 +272	+29%	+$23.3K	﹤0.01%	1007
2025 Q1	$78.3K	Hold	940	–	–	﹤0.01%	1104
2024 Q4	$85.5K	Hold	940	–	–	﹤0.01%	999
2024 Q3	$82.8K	Hold	940	–	–	﹤0.01%	1318
2024 Q2	$85.8K	Hold	940	–	–	﹤0.01%	1033
2024 Q1	$85.8K	Sell	940 -320	-25%	-$26.7K	﹤0.01%	751
2023 Q4	$91K	Buy	1,260 +320	+34%	+$23.5K	﹤0.01%	713
2023 Q3	$71K	Sell	940 -5	-0.5%	-$377	﹤0.01%	733
2023 Q2	$68K	Buy	945 +5	+0.5%	+$357	﹤0.01%	599
2023 Q1	$64K	Hold	940	–	–	﹤0.01%	933
2022 Q4	$59K	Hold	940	–	–	﹤0.01%	850
2022 Q3	$60K	Hold	940	–	–	﹤0.01%	686
2022 Q2	$73K	Buy	+940	New	+$66K	﹤0.01%	587

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

Blue Trust Inc's IJK Position: Q2 2026 in Review

Blue Trust Inc reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 2.3% in Q2 2026, selling an estimated $5.67K and leaving 2,148 shares worth $252K. The position accounts for ﹤0.01% of the portfolio, ranked #713.

Blue Trust Inc first reported a position in IJK in Q2 2022 and has held it in 17 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Blue Trust Inc held 2,148 shares of iShares S&P Mid-Cap 400 Growth ETF worth $252K as of Q2 2026.
Blue Trust Inc sold 51 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $5.67K.
iShares S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #713 holding.
Blue Trust Inc first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2022 and has held it in 17 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.