CI
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CX Institutional’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

CX Institutional’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 		$3.03M Buy
25,811
+590
+2% +$65.5K 0.09% 206
2026
Q1 		$2.54M Buy
25,221
+296
+1% +$30.4K 0.08% 224
2025
Q4 		$2.42M Buy
24,925
+609
+3% +$58.6K 0.07% 186
2025
Q3 		$2.33M Buy
24,316
+965
+4% +$90.9K 0.07% 192
2025
Q2 		$2.12M Buy
23,351
+6,688
+40% +$573K 0.07% 190
2025
Q1 		$1.39M Buy
16,663
+4,550
+38% +$410K 0.05% 236
2024
Q4 		$1.1M Buy
12,113
+1,310
+12% +$123K 0.04% 242
2024
Q3 		$993K Sell
10,803
-1,636
-13% -$146K 0.04% 289
2024
Q2 		$1.1M Sell
12,439
-428
-3% -$37.8K 0.05% 271
2024
Q1 		$1.17M Buy
12,867
+701
+6% +$58.5K 0.06% 259
2023
Q4 		$964K Sell
12,166
-1,432
-11% -$105K 0.05% 263
2023
Q3 		$982K Buy
13,598
+4,650
+52% +$351K 0.05% 255
2023
Q2 		$671K Buy
8,948
+245
+3% +$17.5K 0.03% 322
2023
Q1 		$624K Buy
8,703
+3,181
+58% +$227K 0.03% 333
2022
Q4 		$377K Buy
5,522
+877
+19% +$60.3K 0.02% 402
2022
Q3 		$293K Sell
4,645
-2,574
-36% -$178K 0.02% 394
2022
Q2 		$460K Buy
+7,219
New +$507K 0.03% 350
2020
Q3 		– Sell
-24
Closed -$1K – 894
2020
Q2 		$1K Sell
24
-68
-74% -$3.53K ﹤0.01% 806
2020
Q1 		$4K Sell
92
-48
-34% -$2.64K ﹤0.01% 582
2019
Q4 		$8K Sell
140
-232
-62% -$13.3K ﹤0.01% 465
2019
Q3 		$21K Sell
372
-288
-44% -$16.2K ﹤0.01% 365
2019
Q2 		$37K Sell
660
-996
-60% -$55.2K 0.01% 341
2019
Q1 		$91K Sell
1,656
-1,220
-42% -$64.4K 0.02% 282
2018
Q4 		$137K Sell
2,876
-1,648
-36% -$86.3K 0.03% 187
2018
Q3 		$263K Sell
4,524
-2,256
-33% -$131K 0.09% 112
2018
Q2 		$381K Buy
+6,780
New +$379K 0.14% 104

Other funds holding IJK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SP
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

CX Institutional's IJK Position: Q2 2026 in Review

CX Institutional increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 2.3% in Q2 2026, buying an estimated $65.5K and bringing the position to 25,811 shares worth $3.03M. The position accounts for 0.09% of the portfolio, ranked #206.

CX Institutional first reported a position in IJK in Q2 2018 and has held it in 26 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • CX Institutional held 25,811 shares of iShares S&P Mid-Cap 400 Growth ETF worth $3.03M as of Q2 2026.
  • CX Institutional bought 590 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $65.5K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.09% of CX Institutional's portfolio in Q2 2026, its #206 holding.
  • CX Institutional first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2018 and has held it in 26 quarters since.
  • 990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.