Brandywine Oak Private Wealth’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Brandywine Oak Private Wealth’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	$989K	Hold	8,414	–	–	0.08%	116
2026 Q1	$847K	Hold	8,414	–	–	0.07%	117
2025 Q4	$815K	Hold	8,414	–	–	0.07%	119
2025 Q3	$807K	Sell	8,414 -514	-6%	-$48.4K	0.07%	117
2025 Q2	$812K	Hold	8,928	–	–	0.08%	115
2025 Q1	$744K	Hold	8,928	–	–	0.07%	120
2024 Q4	$812K	Sell	8,928 -209	-2%	-$19.7K	0.08%	112
2024 Q3	$840K	Hold	9,137	–	–	0.08%	111
2024 Q2	$805K	Sell	9,137 -460	-5%	-$40.7K	0.08%	108
2024 Q1	$876K	Hold	9,597	–	–	0.09%	106
2023 Q4	$760K	Hold	9,597	–	–	0.08%	112
2023 Q3	$693K	Sell	9,597 -1,378	-13%	-$104K	0.08%	119
2023 Q2	$823K	Hold	10,975	–	–	0.09%	108
2023 Q1	$785K	Sell	10,975 -108	-1%	-$7.71K	0.09%	114
2022 Q4	$757K	Hold	11,083	–	–	0.09%	119
2022 Q3	$698K	Hold	11,083	–	–	0.09%	128
2022 Q2	$706K	Hold	11,083	–	–	0.09%	138
2022 Q1	$856K	Hold	11,083	–	–	0.1%	145
2021 Q4	$944K	Sell	11,083 -1,917	-15%	-$161K	0.1%	139
2021 Q3	$1.03M	Hold	13,000	–	–	0.12%	122
2021 Q2	$1.05M	Hold	13,000	–	–	0.12%	119
2021 Q1	$1.02M	Hold	13,000	–	–	0.15%	93
2020 Q4	$938K	Hold	13,000	–	–	0.14%	94
2020 Q3	$777K	Hold	13,000	–	–	0.13%	98
2020 Q2	$728K	Hold	13,000	–	–	0.13%	101
2020 Q1	$579K	Hold	13,000	–	–	0.12%	98
2019 Q4	$773K	Sell	13,000 -2,540	-16%	-$146K	0.14%	81
2019 Q3	$869K	Hold	15,540	–	–	0.16%	74
2019 Q2	$879K	Hold	15,540	–	–	0.18%	75
2019 Q1	$851K	Hold	15,540	–	–	0.18%	72
2018 Q4	$742K	Buy	+15,540	New	+$813K	0.17%	78

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

Brandywine Oak Private Wealth's IJK Position: Q2 2026 in Review

Brandywine Oak Private Wealth held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 8,414 shares worth $989K. The position accounts for 0.08% of the portfolio, ranked #116.

Brandywine Oak Private Wealth first reported a position in IJK in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.05M in Q2 2021. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Brandywine Oak Private Wealth held 8,414 shares of iShares S&P Mid-Cap 400 Growth ETF worth $989K as of Q2 2026.
Brandywine Oak Private Wealth left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q2 2026.
iShares S&P Mid-Cap 400 Growth ETF made up 0.08% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #116 holding.
Brandywine Oak Private Wealth first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2018 and has held it in 31 quarters since.
Brandywine Oak Private Wealth's iShares S&P Mid-Cap 400 Growth ETF position peaked at $1.05M in Q2 2021.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.