Cerity Partners
IJK icon

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

Cerity Partners’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 		$63M Buy
536,489
+5,802
+1% +$644K 0.08% 211
2026
Q1 		$53.4M Buy
530,687
+29,888
+6% +$3.07M 0.08% 226
2025
Q4 		$48.5M Buy
500,799
+1,925
+0.4% +$185K 0.07% 241
2025
Q3 		$47.8M Sell
498,874
-32,493
-6% -$3.06M 0.08% 215
2025
Q2 		$48.3M Buy
531,367
+71
+0% +$6.08K 0.09% 203
2025
Q1 		$44.2M Buy
531,296
+22,925
+5% +$2.07M 0.09% 201
2024
Q4 		$46.2M Buy
508,371
+13,322
+3% +$1.25M 0.1% 178
2024
Q3 		$45.5M Buy
495,049
+40,698
+9% +$3.64M 0.1% 185
2024
Q2 		$40M Sell
454,351
-422
-0.1% -$37.3K 0.11% 176
2024
Q1 		$41.5M Buy
454,773
+3,930
+0.9% +$328K 0.11% 182
2023
Q4 		$35.7M Buy
450,843
+38,719
+9% +$2.84M 0.12% 169
2023
Q3 		$29.9M Buy
412,124
+13,433
+3% +$1.01M 0.15% 153
2023
Q2 		$29.9M Buy
398,691
+385,716
+2,973% +$27.5M 0.12% 173
2023
Q1 		$924K Buy
12,975
+69
+0.5% +$4.93K ﹤0.01% 1014
2022
Q4 		$881K Buy
12,906
+3,770
+41% +$259K 0.01% 731
2022
Q3 		$576K Sell
9,136
-191
-2% -$13.2K 0.01% 661
2022
Q2 		$594K Buy
9,327
+490
+6% +$34.4K 0.01% 693
2022
Q1 		$683K Sell
8,837
-2,433
-22% -$188K 0.01% 523
2021
Q4 		$961K Buy
11,270
+2,120
+23% +$178K 0.01% 447
2021
Q3 		$725K Sell
9,150
-1,183
-11% -$96K 0.02% 404
2021
Q2 		$836K Sell
10,333
-619
-6% -$49.7K 0.02% 389
2021
Q1 		$858K Sell
10,952
-393
-3% -$30.3K 0.02% 369
2020
Q4 		$819K Sell
11,345
-119
-1% -$7.93K 0.03% 333
2020
Q3 		$685K Buy
11,464
+108
+1% +$6.43K 0.03% 286
2020
Q2 		$636K Hold
11,356
– – 0.04% 255
2020
Q1 		$507K Sell
11,356
-100
-0.9% -$5.5K 0.03% 280
2019
Q4 		$682K Sell
11,456
-20
-0.2% -$1.15K 0.03% 291
2019
Q3 		$643K Buy
11,476
+5,668
+98% +$319K 0.04% 287
2019
Q2 		$328K Buy
+5,808
New +$322K 0.02% 380
2017
Q2 		– Sell
-4,544
Closed -$217K – 388
2017
Q1 		$217K Buy
+4,544
New +$214K 0.02% 405

Other funds holding IJK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SP
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Cerity Partners's IJK Position: Q2 2026 in Review

Cerity Partners increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 1.1% in Q2 2026, buying an estimated $644K and bringing the position to 536,489 shares worth $63M. The position accounts for 0.08% of the portfolio, ranked #211.

Cerity Partners first reported a position in IJK in Q1 2017 and has held it in 30 quarters since. 939 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • Cerity Partners held 536,489 shares of iShares S&P Mid-Cap 400 Growth ETF worth $63M as of Q2 2026.
  • Cerity Partners bought 5,802 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $644K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.08% of Cerity Partners's portfolio in Q2 2026, its #211 holding.
  • Cerity Partners first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2017 and has held it in 30 quarters since.
  • 939 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.