Charter Capital Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Charter Capital Management’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	$204K	Buy	+1,732	New	+$192K	0.09%	74

Other funds holding IJK

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PLFA

Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

Moment Partners San Francisco, California $555M AUM 26.86% 1-Year Est. Return

Charter Capital Management's IJK Position: Q2 2026 in Review

Charter Capital Management opened a new position in iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2026: 1,732 shares worth $204K. The stake represents 0.09% of the portfolio and ranks #74 among its holdings.

537 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Charter Capital Management held 1,732 shares of iShares S&P Mid-Cap 400 Growth ETF worth $204K as of Q2 2026.
iShares S&P Mid-Cap 400 Growth ETF was a new Charter Capital Management position in Q2 2026.
iShares S&P Mid-Cap 400 Growth ETF made up 0.09% of Charter Capital Management's portfolio in Q2 2026, its #74 holding.
537 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Charter Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.