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

Corient Private Wealth’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	$5.51M	Sell	46,937 -4,602	-9%	-$511K	0.01%	864
2026 Q1	$5.17M	Sell	51,539 -10,010	-16%	-$1.03M	0.01%	830
2025 Q4	$5.97M	Buy	61,549 +7,792	+14%	+$750K	0.01%	713
2025 Q3	$5.15M	Buy	53,757 +3,962	+8%	+$373K	0.01%	699
2025 Q2	$4.53M	Sell	49,795 -42,431	-46%	-$3.63M	0.01%	725
2025 Q1	$7.68M	Buy	92,226 +32,183	+54%	+$2.9M	0.01%	574
2024 Q4	$5.46M	Sell	60,043 -20,094	-25%	-$1.89M	0.01%	671
2024 Q3	$7.37M	Buy	80,137 +10,442	+15%	+$934K	0.01%	648
2024 Q2	$6.13M	Sell	69,695 -6,145	-8%	-$543K	0.01%	653
2024 Q1	$6.92M	Sell	75,840 -39,631	-34%	-$3.31M	0.01%	618
2023 Q4	$9.15M	Buy	115,471 +64,136	+125%	+$4.71M	0.02%	540
2023 Q3	$3.71M	Buy	51,335 +12,945	+34%	+$976K	0.01%	712
2023 Q2	$2.88M	Sell	38,390 -6,014	-14%	-$429K	0.01%	792
2023 Q1	$3.18M	Sell	44,404 -19,010	-30%	-$1.36M	0.01%	709
2022 Q4	$4.33M	Buy	+63,414	New	+$4.36M	0.02%	532

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 22.9% 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

Corient Private Wealth's IJK Position: Q2 2026 in Review

Corient Private Wealth reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 8.9% in Q2 2026, selling an estimated $511K and leaving 46,937 shares worth $5.51M. The position accounts for 0.01% of the portfolio, ranked #864.

Corient Private Wealth first reported a position in IJK in Q4 2022 and has held it in 15 quarters since. The position peaked at $9.15M in Q4 2023. 993 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Corient Private Wealth held 46,937 shares of iShares S&P Mid-Cap 400 Growth ETF worth $5.51M as of Q2 2026.
Corient Private Wealth sold 4,602 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $511K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #864 holding.
Corient Private Wealth first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2022 and has held it in 15 quarters since.
Corient Private Wealth's iShares S&P Mid-Cap 400 Growth ETF position peaked at $9.15M in Q4 2023.
993 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.