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

Clearstead Trust’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	$183K	Hold	1,560	–	–	0.02%	199
2026 Q1	$157K	Hold	1,560	–	–	0.03%	203
2025 Q4	$151K	Hold	1,560	–	–	0.02%	214
2025 Q3	$150K	Hold	1,560	–	–	0.03%	207
2025 Q2	$142K	Sell	1,560 -747	-32%	-$64K	0.03%	207
2025 Q1	$192K	Buy	2,307 +747	+48%	+$67.3K	0.04%	153
2024 Q4	$142K	Hold	1,560	–	–	0.03%	176
2024 Q3	$143K	Sell	1,560 -24	-2%	-$2.15K	0.03%	157
2024 Q2	$140K	Hold	1,584	–	–	0.03%	156
2024 Q1	$145K	Hold	1,584	–	–	0.04%	161
2023 Q4	$125K	Hold	1,584	–	–	0.03%	184
2023 Q3	$114K	Buy	1,584 +1,224	+340%	+$92.3K	0.04%	166
2023 Q2	$25.7K	Hold	360	–	–	0.01%	248
2023 Q1	$25.7K	Buy	+360	New	+$25.7K	0.01%	248

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

Clearstead Trust's IJK Position: Q2 2026 in Review

Clearstead Trust held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 1,560 shares worth $183K. The position accounts for 0.02% of the portfolio, ranked #199.

Clearstead Trust first reported a position in IJK in Q1 2023 and has held it in 14 quarters since. The position peaked at $192K in Q1 2025. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Clearstead Trust held 1,560 shares of iShares S&P Mid-Cap 400 Growth ETF worth $183K as of Q2 2026.
Clearstead Trust 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 0.02% of Clearstead Trust's portfolio in Q2 2026, its #199 holding.
Clearstead Trust first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2023 and has held it in 14 quarters since.
Clearstead Trust's iShares S&P Mid-Cap 400 Growth ETF position peaked at $192K in Q1 2025.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.