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

Choreo LLC’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 		$783K Sell
6,666
-241
-3% -$26.8K 0.01% 760
2026
Q1 		$695K Sell
6,907
-947
-12% -$97.3K 0.01% 780
2025
Q4 		$769K Buy
7,854
+8
+0.1% +$770 0.01% 718
2025
Q3 		$752K Buy
7,846
+7
+0.1% +$659 0.01% 730
2025
Q2 		$713K Buy
7,839
+109
+1% +$9.33K 0.01% 720
2025
Q1 		$644K Buy
7,730
+475
+7% +$42.8K 0.01% 722
2024
Q4 		$660K Sell
7,255
-268
-4% -$25.2K 0.01% 758
2024
Q3 		$687K Buy
7,523
+18
+0.2% +$1.61K 0.01% 750
2024
Q2 		$654K Buy
7,505
+3,846
+105% +$340K 0.01% 693
2024
Q1 		$334K Buy
3,659
+2
+0.1% +$167 0.01% 502
2023
Q4 		$290K Sell
3,657
-431
-11% -$31.6K 0.01% 498
2023
Q3 		$296K Hold
4,088
– – 0.01% 375
2023
Q2 		$307K Buy
4,088
+5
+0.1% +$357 0.01% 372
2023
Q1 		$292K Buy
+4,083
New +$292K 0.01% 392
2022
Q4 		– Sell
-3,800
Closed -$239K – 240
2022
Q3 		$239K Buy
+3,800
New +$262K 0.01% 185

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

Choreo LLC's IJK Position: Q2 2026 in Review

Choreo LLC reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 3.5% in Q2 2026, selling an estimated $26.8K and leaving 6,666 shares worth $783K. The position accounts for 0.01% of the portfolio, ranked #760.

Choreo LLC first reported a position in IJK in Q3 2022 and has held it in 15 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • Choreo LLC held 6,666 shares of iShares S&P Mid-Cap 400 Growth ETF worth $783K as of Q2 2026.
  • Choreo LLC sold 241 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $26.8K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.01% of Choreo LLC's portfolio in Q2 2026, its #760 holding.
  • Choreo LLC first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2022 and has held it in 15 quarters since.
  • 990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Choreo LLC's 13F filing for Q2 2026, filed 4 Aug 2026.