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

Cove 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	$448K	Buy	3,810 +500	+15%	+$55.5K	0.09%	151
2026 Q1	$333K	Buy	3,310 +20	+0.6%	+$2.06K	0.08%	147
2025 Q4	$319K	Hold	3,290	–	–	0.09%	133
2025 Q3	$315K	Hold	3,290	–	–	0.1%	128
2025 Q2	$299K	Hold	3,290	–	–	0.11%	130
2025 Q1	$274K	Buy	3,290 +400	+14%	+$36K	0.14%	109
2024 Q4	$263K	Buy	+2,890	New	+$272K	0.16%	99

Other funds holding IJK

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

Moment Partners San Francisco, California $555M AUM 26.86% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

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

Cove Private Wealth increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 15% in Q2 2026, buying an estimated $55.5K and bringing the position to 3,810 shares worth $448K. The position accounts for 0.09% of the portfolio, ranked #151.

Cove Private Wealth first reported a position in IJK in Q4 2024 and has held it in 7 quarters since. 472 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Cove Private Wealth held 3,810 shares of iShares S&P Mid-Cap 400 Growth ETF worth $448K as of Q2 2026.
Cove Private Wealth bought 500 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $55.5K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.09% of Cove Private Wealth's portfolio in Q2 2026, its #151 holding.
Cove Private Wealth first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2024 and has held it in 7 quarters since.
472 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Cove Private Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.