Elm Partners Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Elm Partners Management’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	$378K	Sell	3,213 -6	-0.2%	-$666	0.01%	122
2026 Q1	$313K	Buy	3,219 +4	+0.1%	+$411	0.01%	124
2025 Q4	$312K	Buy	3,215 +6	+0.2%	+$578	0.01%	123
2025 Q3	$308K	Buy	+3,209	New	+$302K	0.02%	121

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

Elm Partners Management's IJK Position: Q2 2026 in Review

Elm Partners Management reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.19% in Q2 2026, selling an estimated $666 and leaving 3,213 shares worth $378K. The position accounts for 0.01% of the portfolio, ranked #122.

Elm Partners Management first reported a position in IJK in Q3 2025 and has held it in 4 quarters since. 992 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Elm Partners Management held 3,213 shares of iShares S&P Mid-Cap 400 Growth ETF worth $378K as of Q2 2026.
Elm Partners Management sold 6 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $666.
iShares S&P Mid-Cap 400 Growth ETF made up 0.01% of Elm Partners Management's portfolio in Q2 2026, its #122 holding.
Elm Partners Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2025 and has held it in 4 quarters since.
992 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Elm Partners Management's 13F filing for Q2 2026, filed 28 Jul 2026.