Curi RMB Capital’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Curi RMB Capital’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	–	Sell	-2,113	Closed	-$213K	–	940
2026 Q1	$213K	Buy	+2,113	New	+$217K	﹤0.01%	817
2020 Q2	–	Sell	-5,380	Closed	-$240K	–	645
2020 Q1	$240K	Sell	5,380 -936	-15%	-$51.5K	0.01%	528
2019 Q4	$376K	Sell	6,316 -1,800	-22%	-$103K	0.01%	498
2019 Q3	$454K	Hold	8,116	–	–	0.01%	497
2019 Q2	$459K	Hold	8,116	–	–	0.01%	564
2019 Q1	$445K	Hold	8,116	–	–	0.01%	596
2018 Q4	$388K	Hold	8,116	–	–	0.01%	695
2018 Q3	$473K	Sell	8,116 -132	-2%	-$7.66K	0.01%	640
2018 Q2	$463K	Buy	8,248 +132	+2%	+$7.38K	0.01%	644
2018 Q1	$443K	Sell	8,116 -184	-2%	-$10.2K	0.01%	646
2017 Q4	$448K	Buy	+8,300	New	+$438K	0.01%	623

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

Curi RMB Capital's IJK Position: Q2 2026 in Review

Curi RMB Capital sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2026, closing a stake of 2,113 shares — an estimated $213K sold.

Curi RMB Capital first reported a position in IJK in Q4 2017 and held it in 11 quarters. The position peaked at $473K in Q3 2018. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Curi RMB Capital reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2026 after selling out during the quarter.
Curi RMB Capital sold 2,113 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $213K.
Curi RMB Capital first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2017 and held it in 11 quarters.
Curi RMB Capital's iShares S&P Mid-Cap 400 Growth ETF position peaked at $473K in Q3 2018.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.