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

Eagle Global 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	$270K	Hold	2,300	–	–	0.01%	251
2026 Q1	$231K	Hold	2,300	–	–	0.01%	260
2025 Q4	$223K	Sell	2,300 -500	-18%	-$48.1K	0.01%	263
2025 Q3	$268K	Hold	2,800	–	–	0.01%	257
2025 Q2	$255K	Hold	2,800	–	–	0.01%	249
2025 Q1	$233K	Buy	2,800 +460	+20%	+$41.4K	0.01%	251
2024 Q4	$213K	Buy	+2,340	New	+$220K	0.01%	248

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 Global Advisors's IJK Position: Q2 2026 in Review

Eagle Global Advisors held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 2,300 shares worth $270K. The position accounts for 0.01% of the portfolio, ranked #251.

Eagle Global Advisors first reported a position in IJK in Q4 2024 and has held it in 7 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Eagle Global Advisors held 2,300 shares of iShares S&P Mid-Cap 400 Growth ETF worth $270K as of Q2 2026.
Eagle Global Advisors left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q2 2026.
iShares S&P Mid-Cap 400 Growth ETF made up 0.01% of Eagle Global Advisors's portfolio in Q2 2026, its #251 holding.
Eagle Global Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2024 and has held it in 7 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Eagle Global Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.