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

Chapin Davis’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 		$279K Hold
2,376
– – 0.05% 199
2026
Q1 		$239K Hold
2,376
– – 0.05% 228
2025
Q4 		$230K Hold
2,376
– – 0.05% 216
2025
Q3 		$228K Hold
2,376
– – 0.06% 218
2025
Q2 		$216K Sell
2,376
-70
-3% -$5.99K 0.06% 209
2025
Q1 		$204K Hold
2,446
– – 0.07% 206
2024
Q4 		$225K Hold
2,446
– – 0.07% 203
2024
Q3 		$225K Hold
2,446
– – 0.07% 204
2024
Q2 		$216K Hold
2,446
– – 0.07% 201
2024
Q1 		$223K Buy
+2,446
New +$204K 0.08% 198

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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

Chapin Davis's IJK Position: Q2 2026 in Review

Chapin Davis held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 2,376 shares worth $279K. The position accounts for 0.05% of the portfolio, ranked #199.

Chapin Davis first reported a position in IJK in Q1 2024 and has held it in 10 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • Chapin Davis held 2,376 shares of iShares S&P Mid-Cap 400 Growth ETF worth $279K as of Q2 2026.
  • Chapin Davis 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 0.05% of Chapin Davis's portfolio in Q2 2026, its #199 holding.
  • Chapin Davis first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2024 and has held it in 10 quarters since.
  • 990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Chapin Davis's 13F filing for Q2 2026, filed 7 Jul 2026.