BI
IJK icon

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

Breachway 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 		$425K Buy
3,618
+80
+2% +$8.89K 0.64% 44
2026
Q1 		$360K Sell
3,538
-120
-3% -$12.3K 0.35% 68
2025
Q4 		$354K Buy
+3,658
New +$352K 0.37% 70

Other funds holding IJK

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
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Breachway Investments's IJK Position: Q2 2026 in Review

Breachway Investments increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 2.3% in Q2 2026, buying an estimated $8.89K and bringing the position to 3,618 shares worth $425K. The position accounts for 0.64% of the portfolio, ranked #44.

Breachway Investments first reported a position in IJK in Q4 2025 and has held it in 3 quarters since. 666 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • Breachway Investments held 3,618 shares of iShares S&P Mid-Cap 400 Growth ETF worth $425K as of Q2 2026.
  • Breachway Investments bought 80 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $8.89K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.64% of Breachway Investments's portfolio in Q2 2026, its #44 holding.
  • Breachway Investments first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 666 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Breachway Investments's 13F filing for Q2 2026, filed 13 Jul 2026.