CVA Family Office’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

CVA Family Office’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	$153K	Sell	1,300 -504	-28%	-$56K	0.01%	382
2026 Q1	$182K	Hold	1,804	–	–	0.02%	340
2025 Q4	$175K	Hold	1,804	–	–	0.02%	316
2025 Q3	$173K	Hold	1,804	–	–	0.02%	319
2025 Q2	$164K	Hold	1,804	–	–	0.02%	324
2025 Q1	$150K	Hold	1,804	–	–	0.02%	322
2024 Q4	$164K	Hold	1,804	–	–	0.03%	299
2024 Q3	$166K	Hold	1,804	–	–	0.03%	291
2024 Q2	$159K	Hold	1,804	–	–	0.03%	278
2024 Q1	$165K	Hold	1,804	–	–	0.03%	278
2023 Q4	$143K	Buy	+1,804	New	+$132K	0.03%	285
2023 Q3	–	Sell	-1,804	Closed	-$135K	–	575
2023 Q2	$135K	Hold	1,804	–	–	0.03%	272
2023 Q1	$129K	Hold	1,804	–	–	0.03%	276
2022 Q4	$123K	Hold	1,804	–	–	0.03%	264
2022 Q3	$114K	Hold	1,804	–	–	0.03%	220
2022 Q2	$115K	Buy	1,804 +800	+80%	+$56.2K	0.03%	226
2022 Q1	$78K	Hold	1,004	–	–	0.02%	304
2021 Q4	$86K	Buy	1,004 +753	+300%	+$63.1K	0.02%	265
2021 Q3	$60K	Sell	251 -753	-75%	-$61.1K	0.04%	163
2021 Q2	$81K	Hold	1,004	–	–	0.02%	273
2021 Q1	$79K	Hold	1,004	–	–	0.03%	212
2020 Q4	$73K	Hold	1,004	–	–	0.04%	155
2020 Q3	$60K	Hold	1,004	–	–	0.04%	163
2020 Q2	$56K	Hold	1,004	–	–	0.05%	154
2020 Q1	$45K	Buy	+1,004	New	+$55.2K	0.05%	152

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

CVA Family Office's IJK Position: Q2 2026 in Review

CVA Family Office reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 28% in Q2 2026, selling an estimated $56K and leaving 1,300 shares worth $153K. The position accounts for 0.01% of the portfolio, ranked #382.

CVA Family Office first reported a position in IJK in Q1 2020 and has held it in 25 quarters since. The position peaked at $182K in Q1 2026. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

CVA Family Office held 1,300 shares of iShares S&P Mid-Cap 400 Growth ETF worth $153K as of Q2 2026.
CVA Family Office sold 504 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $56K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.01% of CVA Family Office's portfolio in Q2 2026, its #382 holding.
CVA Family Office first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2020 and has held it in 25 quarters since.
CVA Family Office's iShares S&P Mid-Cap 400 Growth ETF position peaked at $182K in Q1 2026.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.