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

Cordatus Wealth 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	$207K	Sell	1,764 -2,542	-59%	-$282K	0.05%	168
2026 Q1	$433K	Sell	4,306 -54,591	-93%	-$5.61M	0.1%	121
2025 Q4	$5.71M	Buy	+58,897	New	+$5.67M	1.32%	16
2024 Q3	–	Sell	-50,373	Closed	-$4.44M	–	121
2024 Q2	$4.44M	Buy	+50,373	New	+$4.45M	1.66%	14
2022 Q2	–	Sell	-23,635	Closed	-$1.83M	–	148
2022 Q1	$1.83M	Buy	+23,635	New	+$1.83M	0.64%	61

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

Cordatus Wealth Management's IJK Position: Q2 2026 in Review

Cordatus Wealth Management reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 59% in Q2 2026, selling an estimated $282K and leaving 1,764 shares worth $207K. The position accounts for 0.05% of the portfolio, ranked #168.

Cordatus Wealth Management first reported a position in IJK in Q1 2022 and has held it in 5 quarters since. The position peaked at $5.71M in Q4 2025. 992 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Cordatus Wealth Management held 1,764 shares of iShares S&P Mid-Cap 400 Growth ETF worth $207K as of Q2 2026.
Cordatus Wealth Management sold 2,542 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $282K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.05% of Cordatus Wealth Management's portfolio in Q2 2026, its #168 holding.
Cordatus Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2022 and has held it in 5 quarters since.
Cordatus Wealth Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $5.71M in Q4 2025.
992 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Cordatus Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.