Callan Family Office’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Callan Family Office’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	$9.2M	Sell	78,333 -480	-0.6%	-$53.3K	0.18%	107
2026 Q1	$7.93M	Buy	78,813 +105	+0.1%	+$10.8K	0.18%	114
2025 Q4	$7.63M	Buy	78,708 +537	+0.7%	+$51.7K	0.16%	119
2025 Q3	$7.5M	Sell	78,171 -6,470	-8%	-$610K	0.24%	86
2025 Q2	$7.7M	Sell	84,641 -6,016	-7%	-$515K	0.24%	89
2025 Q1	$7.55M	Hold	90,657	–	–	0.57%	32
2024 Q4	$8.24M	Sell	90,657 -1,200	-1%	-$113K	0.52%	34
2024 Q3	$8.44M	Buy	91,857 +388	+0.4%	+$34.7K	1.42%	16
2024 Q2	$8.06M	Hold	91,469	–	–	1.55%	16
2024 Q1	$8.35M	Sell	91,469 -115	-0.1%	-$9.59K	1.96%	11
2023 Q4	$7.26M	Hold	91,584	–	–	1.79%	12
2023 Q3	$6.62M	Buy	91,584 +33,317	+57%	+$2.51M	1.76%	12
2023 Q2	$4.37M	Buy	58,267 +18	+0%	+$1.28K	1.15%	20
2023 Q1	$4.17M	Buy	58,249 +19,028	+49%	+$1.36M	1.01%	22
2022 Q4	$2.68M	Buy	+39,221	New	+$2.7M	0.86%	25

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

Callan Family Office's IJK Position: Q2 2026 in Review

Callan Family Office reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.61% in Q2 2026, selling an estimated $53.3K and leaving 78,333 shares worth $9.2M. The position accounts for 0.18% of the portfolio, ranked #107.

Callan Family Office first reported a position in IJK in Q4 2022 and has held it in 15 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Callan Family Office held 78,333 shares of iShares S&P Mid-Cap 400 Growth ETF worth $9.2M as of Q2 2026.
Callan Family Office sold 480 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $53.3K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.18% of Callan Family Office's portfolio in Q2 2026, its #107 holding.
Callan Family Office first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2022 and has held it in 15 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.