Chilton Investment Company’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Chilton Investment Company’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	$1.04M	Sell	8,875 -270	-3%	-$30K	0.03%	169
2026 Q1	$920K	Buy	9,145 +125	+1%	+$12.8K	0.02%	163
2025 Q4	$874K	Hold	9,020	–	–	0.02%	162
2025 Q3	$865K	Buy	9,020 +1,320	+17%	+$124K	0.02%	156
2025 Q2	$701K	Buy	+7,700	New	+$659K	0.02%	134
2022 Q1	–	Sell	-35,462	Closed	-$3.02M	–	156
2021 Q4	$3.02M	Sell	35,462 -215	-0.6%	-$18K	0.06%	68
2021 Q3	$2.83M	Buy	+35,677	New	+$2.9M	0.07%	73

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

Chilton Investment Company's IJK Position: Q2 2026 in Review

Chilton Investment Company reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 3% in Q2 2026, selling an estimated $30K and leaving 8,875 shares worth $1.04M. The position accounts for 0.03% of the portfolio, ranked #169.

Chilton Investment Company first reported a position in IJK in Q3 2021 and has held it in 7 quarters since. The position peaked at $3.02M in Q4 2021. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Chilton Investment Company held 8,875 shares of iShares S&P Mid-Cap 400 Growth ETF worth $1.04M as of Q2 2026.
Chilton Investment Company sold 270 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $30K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.03% of Chilton Investment Company's portfolio in Q2 2026, its #169 holding.
Chilton Investment Company first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2021 and has held it in 7 quarters since.
Chilton Investment Company's iShares S&P Mid-Cap 400 Growth ETF position peaked at $3.02M in Q4 2021.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Chilton Investment Company's 13F filing for Q2 2026, filed 14 Aug 2026.