Eagle Bay Advisors’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Eagle Bay Advisors’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	$246K	Sell	2,097 -76	-3%	-$8.44K	0.18%	118
2026 Q1	$219K	Buy	2,173 +42	+2%	+$4.32K	0.19%	112
2025 Q4	$206K	Sell	2,131 -507	-19%	-$48.8K	0.15%	110
2025 Q3	$253K	Sell	2,638 -109	-4%	-$10.3K	0.2%	90
2025 Q2	$250K	Sell	2,747 -73	-3%	-$6.25K	0.21%	92
2025 Q1	$235K	Sell	2,820 -313	-10%	-$28.2K	0.2%	96
2024 Q4	$285K	Hold	3,133	–	–	0.18%	83
2024 Q3	$288K	Hold	3,133	–	–	0.11%	135
2024 Q2	$276K	Hold	3,133	–	–	0.17%	93
2024 Q1	$286K	Buy	3,133 +305	+11%	+$25.4K	0.18%	94
2023 Q4	$224K	Hold	2,828	–	–	0.14%	122
2023 Q3	$204K	Hold	2,828	–	–	0.09%	147
2023 Q2	$212K	Hold	2,828	–	–	0.12%	120
2023 Q1	$202K	Buy	+2,828	New	+$202K	0.11%	124
2021 Q3	–	Sell	-403	Closed	-$33K	–	1126
2021 Q2	$33K	Buy	+403	New	+$32.3K	0.03%	438

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

Eagle Bay Advisors's IJK Position: Q2 2026 in Review

Eagle Bay Advisors reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 3.5% in Q2 2026, selling an estimated $8.44K and leaving 2,097 shares worth $246K. The position accounts for 0.18% of the portfolio, ranked #118.

Eagle Bay Advisors first reported a position in IJK in Q2 2021 and has held it in 15 quarters since. The position peaked at $288K in Q3 2024. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Eagle Bay Advisors held 2,097 shares of iShares S&P Mid-Cap 400 Growth ETF worth $246K as of Q2 2026.
Eagle Bay Advisors sold 76 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $8.44K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.18% of Eagle Bay Advisors's portfolio in Q2 2026, its #118 holding.
Eagle Bay Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2021 and has held it in 15 quarters since.
Eagle Bay Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $288K in Q3 2024.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Eagle Bay Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.