EWA
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EP Wealth Advisors’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

EP Wealth 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 		$6.59M Buy
56,120
+1,252
+2% +$139K 0.03% 336
2026
Q1 		$5.52M Sell
54,868
-2,320
-4% -$238K 0.03% 295
2025
Q4 		$5.54M Buy
+57,188
New +$5.51M 0.03% 262
2025
Q2 		$5.08M Buy
55,796
+558
+1% +$47.8K 0.03% 261
2025
Q1 		$4.6M Buy
55,238
+1
+0% +$90 0.04% 229
2024
Q4 		$5.02M Sell
55,237
-1,915
-3% -$180K 0.04% 216
2024
Q3 		$5.25M Buy
57,152
+116
+0.2% +$10.4K 0.05% 216
2024
Q2 		$5.03M Buy
57,036
+2,371
+4% +$210K 0.05% 180
2024
Q1 		$4.99M Sell
54,665
-1,422
-3% -$119K 0.06% 170
2023
Q4 		$4.44M Buy
56,087
+799
+1% +$58.6K 0.06% 173
2023
Q3 		$3.99M Buy
55,288
+41,612
+304% +$3.14M 0.06% 172
2023
Q2 		$4.16M Buy
13,676
+7,403
+118% +$529K 0.06% 166
2023
Q1 		$645K Sell
6,273
-48,851
-89% -$3.49M 0.01% 366
2022
Q4 		$3.76M Sell
55,124
-2,449
-4% -$168K 0.07% 153
2022
Q3 		$3.63M Sell
57,573
-4,140
-7% -$286K 0.08% 135
2022
Q2 		$3.93M Buy
61,713
+2,180
+4% +$153K 0.09% 131
2022
Q1 		$4.6M Sell
59,533
-3,386
-5% -$262K 0.1% 119
2021
Q4 		$5.36M Sell
62,919
-169
-0.3% -$14.2K 0.13% 99
2021
Q3 		$5M Buy
63,088
+2,537
+4% +$206K 0.14% 90
2021
Q2 		$4.9M Sell
60,551
-497
-0.8% -$39.9K 0.14% 102
2021
Q1 		$4.78M Buy
61,048
+40,668
+200% +$3.13M 0.15% 96
2020
Q4 		$1.47M Sell
20,380
-184
-0.9% -$12.3K 0.05% 152
2020
Q3 		$1.23M Sell
20,564
-1,844
-8% -$110K 0.05% 149
2020
Q2 		$1.25M Sell
22,408
-8,992
-29% -$467K 0.05% 157
2020
Q1 		$1.4M Sell
31,400
-13,564
-30% -$746K 0.07% 138
2019
Q4 		$2.68M Buy
44,964
+8,400
+23% +$481K 0.11% 113
2019
Q3 		$2.05M Sell
36,564
-3,208
-8% -$180K 0.1% 103
2019
Q2 		$2.25M Sell
39,772
-3,596
-8% -$199K 0.14% 78
2019
Q1 		$2.38M Buy
43,368
+7,344
+20% +$388K 0.23% 68
2018
Q4 		$1.72M Buy
+36,024
New +$1.89M 0.13% 95

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

EP Wealth Advisors's IJK Position: Q2 2026 in Review

EP Wealth Advisors increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 2.3% in Q2 2026, buying an estimated $139K and bringing the position to 56,120 shares worth $6.59M. The position accounts for 0.03% of the portfolio, ranked #336.

EP Wealth Advisors first reported a position in IJK in Q4 2018 and has held it in 30 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • EP Wealth Advisors held 56,120 shares of iShares S&P Mid-Cap 400 Growth ETF worth $6.59M as of Q2 2026.
  • EP Wealth Advisors bought 1,252 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $139K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.03% of EP Wealth Advisors's portfolio in Q2 2026, its #336 holding.
  • EP Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2018 and has held it in 30 quarters since.
  • 990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.