Essex Financial Services’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Essex Financial Services’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	$396K	Buy	3,368 +533	+19%	+$59.2K	0.02%	559
2026 Q1	$285K	Sell	2,835 -19	-0.7%	-$1.95K	0.02%	632
2025 Q4	$277K	Buy	2,854 +127	+5%	+$12.2K	0.02%	631
2025 Q3	$262K	Buy	2,727 +1	+0%	+$94	0.02%	614
2025 Q2	$248K	Buy	2,726 +112	+4%	+$9.59K	0.02%	599
2025 Q1	$218K	Buy	2,614 +158	+6%	+$14.2K	0.02%	583
2024 Q4	$223K	Buy	2,456 +51	+2%	+$4.8K	0.02%	572
2024 Q3	$222K	Sell	2,405 -210	-8%	-$18.8K	0.02%	577
2024 Q2	$227K	Buy	+2,615	New	+$231K	0.02%	551
2018 Q4	–	Sell	-4,040	Closed	-$235K	–	267
2018 Q3	$235K	Hold	4,040	–	–	0.05%	252
2018 Q2	$227K	Sell	4,040 -1,336	-25%	-$74.7K	0.05%	243
2018 Q1	$293K	Buy	5,376 +1,336	+33%	+$73.9K	0.06%	270
2017 Q4	$218K	Hold	4,040	–	–	0.05%	252
2017 Q3	$204K	Sell	4,040 -2,628	-39%	-$130K	0.05%	260
2017 Q2	$328K	Buy	6,668 +1,792	+37%	+$87.1K	0.07%	254
2017 Q1	$233K	Hold	4,876	–	–	0.05%	288
2016 Q4	$222K	Sell	4,876 -100	-2%	-$4.4K	0.05%	289
2016 Q3	$217K	Buy	4,976 +212	+4%	+$9.3K	0.05%	276
2016 Q2	$201K	Sell	4,764 -1,372	-22%	-$56.9K	0.05%	285
2016 Q1	$249K	Hold	6,136	–	–	0.06%	261
2015 Q4	$247K	Buy	6,136 +336	+6%	+$13.8K	0.06%	260
2015 Q3	$228K	Hold	5,800	–	–	0.06%	277
2015 Q2	$246K	Hold	5,800	–	–	0.06%	272
2015 Q1	$249K	Sell	5,800 -600	-9%	-$24.8K	0.06%	267
2014 Q4	$255K	Sell	6,400 -108	-2%	-$4.19K	0.07%	255
2014 Q3	$246K	Sell	6,508 -1,420	-18%	-$55K	0.07%	248
2014 Q2	$311K	Sell	7,928 -3,700	-32%	-$140K	0.09%	223
2014 Q1	$445K	Buy	11,628 +5,556	+92%	+$209K	0.15%	164
2013 Q4	$228K	Sell	6,072 -848	-12%	-$30.6K	0.08%	243
2013 Q3	$241K	Buy	+6,920	New	+$235K	0.08%	220

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 22.9% 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

Essex Financial Services's IJK Position: Q2 2026 in Review

Essex Financial Services increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 19% in Q2 2026, buying an estimated $59.2K and bringing the position to 3,368 shares worth $396K. The position accounts for 0.02% of the portfolio, ranked #559.

Essex Financial Services first reported a position in IJK in Q3 2013 and has held it in 30 quarters since. The position peaked at $445K in Q1 2014. 993 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Essex Financial Services held 3,368 shares of iShares S&P Mid-Cap 400 Growth ETF worth $396K as of Q2 2026.
Essex Financial Services bought 533 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $59.2K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.02% of Essex Financial Services's portfolio in Q2 2026, its #559 holding.
Essex Financial Services first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2013 and has held it in 30 quarters since.
Essex Financial Services's iShares S&P Mid-Cap 400 Growth ETF position peaked at $445K in Q1 2014.
993 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.