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

Cresset Asset 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	$1.55M	Sell	13,179 -452	-3%	-$50.2K	0.01%	744
2026 Q1	$1.37M	Sell	13,631 -7,409	-35%	-$761K	0.01%	670
2025 Q4	$2.04M	Sell	21,040 -1,386	-6%	-$133K	0.01%	564
2025 Q3	$2.15M	Buy	22,426 +343	+2%	+$32.3K	0.01%	507
2025 Q2	$2.01M	Buy	22,083 +11	+0%	+$942	0.01%	495
2025 Q1	$1.84M	Sell	22,072 -670	-3%	-$60.4K	0.01%	566
2024 Q4	$2.07M	Sell	22,742 -20,058	-47%	-$1.89M	0.01%	543
2024 Q3	$3.93M	Buy	42,800 +139	+0.3%	+$12.4K	0.02%	514
2024 Q2	$3.76M	Buy	42,661 +6,484	+18%	+$573K	0.02%	496
2024 Q1	$3.3M	Buy	36,177 +6,864	+23%	+$573K	0.02%	470
2023 Q4	$2.32M	Sell	29,313 -41,058	-58%	-$3.01M	0.01%	525
2023 Q3	$5.1M	Buy	70,371 +10,825	+18%	+$816K	0.02%	328
2023 Q2	$4.47M	Buy	59,546 +2,964	+5%	+$212K	0.01%	440
2023 Q1	$4.05M	Sell	56,582 -43,442	-43%	-$3.1M	0.08%	145
2022 Q4	$6.21M	Sell	100,024 -234	-0.2%	-$16.1K	0.08%	104
2022 Q3	$6.32M	Sell	100,258 -650	-0.6%	-$44.9K	0.08%	103
2022 Q2	$6.43M	Buy	100,908 +8,041	+9%	+$565K	0.08%	102
2022 Q1	$7.18M	Buy	92,867 +2,519	+3%	+$195K	0.07%	102
2021 Q4	$7.7M	Buy	90,348 +4,441	+5%	+$372K	0.07%	109
2021 Q3	$6.8M	Hold	85,907	–	–	0.09%	92
2021 Q2	$6.95M	Buy	85,907 +39,568	+85%	+$3.18M	0.1%	80
2021 Q1	$3.63M	Sell	46,339 -188	-0.4%	-$14.5K	0.06%	116
2020 Q4	$3.36M	Buy	46,527 +23	+0%	+$1.53K	0.05%	113
2020 Q3	$2.78M	Buy	46,504 +304	+0.7%	+$18.1K	0.05%	134
2020 Q2	$2.59M	Buy	46,200 +40	+0.1%	+$2.08K	0.06%	125
2020 Q1	$2.06M	Buy	46,160 +148	+0.3%	+$8.14K	0.06%	116
2019 Q4	$2.74M	Hold	46,012	–	–	0.07%	108
2019 Q3	$2.58M	Hold	46,012	–	–	0.08%	117
2019 Q2	$2.6M	Hold	46,012	–	–	0.08%	102
2019 Q1	$2.52M	Sell	46,012 -1,000	-2%	-$52.8K	0.1%	53
2018 Q4	$2.25M	Buy	+47,012	New	+$2.46M	0.13%	36

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

Cresset Asset Management's IJK Position: Q2 2026 in Review

Cresset Asset Management reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 3.3% in Q2 2026, selling an estimated $50.2K and leaving 13,179 shares worth $1.55M. The position accounts for 0.01% of the portfolio, ranked #744.

Cresset Asset Management first reported a position in IJK in Q4 2018 and has held it in 31 quarters since. The position peaked at $7.7M in Q4 2021. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Cresset Asset Management held 13,179 shares of iShares S&P Mid-Cap 400 Growth ETF worth $1.55M as of Q2 2026.
Cresset Asset Management sold 452 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $50.2K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.01% of Cresset Asset Management's portfolio in Q2 2026, its #744 holding.
Cresset Asset Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2018 and has held it in 31 quarters since.
Cresset Asset Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $7.7M in Q4 2021.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.