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

Chicago Partners Investment Group’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	$1.14M	Buy	10,077 +128	+1%	+$14.2K	0.02%	592
2026 Q1	$1.09M	Buy	9,949 +454	+5%	+$46.6K	0.02%	507
2025 Q4	$975K	Buy	9,495 +48	+0.5%	+$4.62K	0.02%	479
2025 Q3	$916K	Buy	9,447 +5	+0.1%	+$471	0.02%	451
2025 Q2	$887K	Buy	9,442 +5	+0.1%	+$428	0.03%	424
2025 Q1	$805K	Buy	9,437 +1	+0%	+$90	0.03%	406
2024 Q4	$868K	Buy	9,436 +7	+0.1%	+$659	0.03%	374
2024 Q3	$862K	Sell	9,429 -8	-0.1%	-$715	0.03%	363
2024 Q2	$859K	Buy	9,437 +14	+0.1%	+$1.24K	0.03%	349
2024 Q1	$819K	Buy	9,423 +5	+0.1%	+$417	0.03%	346
2023 Q4	$744K	Buy	9,418 +1,767	+23%	+$130K	0.03%	345
2023 Q3	$528K	Buy	7,651 +9	+0.1%	+$679	0.03%	389
2023 Q2	$587K	Buy	7,642 +33	+0.4%	+$2.36K	0.03%	382
2023 Q1	$545K	Buy	7,609 +35	+0.5%	+$2.5K	0.03%	368
2022 Q4	$563K	Buy	7,574 +78	+1%	+$5.36K	0.03%	350
2022 Q3	$513K	Buy	7,496 +16	+0.2%	+$1.1K	0.04%	328
2022 Q2	$538K	Sell	7,480 -2,257	-23%	-$159K	0.04%	321
2022 Q1	$653K	Buy	9,737 +9	+0.1%	+$696	0.05%	265
2021 Q4	$745K	Sell	9,728 -32	-0.3%	-$2.68K	0.05%	270
2021 Q3	$849K	Buy	9,760 +2,234	+30%	+$181K	0.06%	247
2021 Q2	$606K	Buy	7,526 +93	+1%	+$7.46K	0.05%	296
2021 Q1	$620K	Buy	7,433 +3	+0%	+$231	0.05%	273
2020 Q4	$579K	Sell	7,430 -22,266	-75%	-$1.48M	0.05%	245
2020 Q3	$466K	Buy	29,696 +22,276	+300%	+$1.33M	0.06%	249
2020 Q2	$439K	Buy	7,420 +4	+0.1%	+$208	0.05%	235
2020 Q1	$360K	Buy	7,416 +8	+0.1%	+$440	0.06%	226
2019 Q4	$451K	Buy	7,408 +2,628	+55%	+$151K	0.06%	229
2019 Q3	$269K	Buy	4,780 +8	+0.2%	+$450	0.04%	280
2019 Q2	$270K	Buy	4,772 +8	+0.2%	+$444	0.04%	274
2019 Q1	$266K	Sell	4,764 -4,820	-50%	-$254K	0.04%	259
2018 Q4	$481K	Sell	9,584 -5,036	-34%	-$264K	0.07%	188
2018 Q3	$746K	Buy	14,620 +5,064	+53%	+$294K	0.11%	146
2018 Q2	$537K	Buy	9,556 +2,332	+32%	+$130K	0.08%	167
2018 Q1	$394K	Buy	7,224 +52	+0.7%	+$2.88K	0.07%	185
2017 Q4	$387K	Buy	7,172 +16	+0.2%	+$844	0.06%	189
2017 Q3	$362K	Sell	7,156 -2,132	-23%	-$105K	0.06%	195
2017 Q2	$439K	Buy	9,288 +6,720	+262%	+$327K	0.11%	120
2017 Q1	$123K	Buy	2,568 +8	+0.3%	+$377	0.03%	229
2016 Q4	$117K	Buy	2,560 +16	+0.6%	+$704	0.04%	212
2016 Q3	$111K	Hold	2,544	–	–	0.04%	222
2016 Q2	$108K	Buy	2,544 +8	+0.3%	+$332	0.05%	185
2016 Q1	$103K	Buy	2,536 +16	+0.6%	+$611	0.05%	179
2015 Q4	$101K	Buy	2,520 +4	+0.2%	+$164	0.05%	228
2015 Q3	$99K	Buy	2,516 +8	+0.3%	+$334	0.06%	185
2015 Q2	$106K	Buy	2,508 +448	+22%	+$19.2K	0.05%	187
2015 Q1	$82K	Buy	2,060 +148	+8%	+$6.13K	0.04%	190
2014 Q4	$76K	Buy	+1,912	New	+$74.2K	0.03%	196

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

Chicago Partners Investment Group's IJK Position: Q2 2026 in Review

Chicago Partners Investment Group increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 1.3% in Q2 2026, buying an estimated $14.2K and bringing the position to 10,077 shares worth $1.14M. The position accounts for 0.02% of the portfolio, ranked #592.

Chicago Partners Investment Group first reported a position in IJK in Q4 2014 and has held it in 47 quarters since. 991 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Chicago Partners Investment Group held 10,077 shares of iShares S&P Mid-Cap 400 Growth ETF worth $1.14M as of Q2 2026.
Chicago Partners Investment Group bought 128 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $14.2K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.02% of Chicago Partners Investment Group's portfolio in Q2 2026, its #592 holding.
Chicago Partners Investment Group first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2014 and has held it in 47 quarters since.
991 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.