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

Evergreen Capital 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	$631K	Hold	5,370	–	–	0.01%	769
2026 Q1	$540K	Hold	5,370	–	–	0.01%	746
2025 Q4	$520K	Hold	5,370	–	–	0.01%	721
2025 Q3	$515K	Buy	5,370 +244	+5%	+$23K	0.01%	647
2025 Q2	$466K	Hold	5,126	–	–	0.01%	581
2025 Q1	$427K	Sell	5,126 -70	-1%	-$6.31K	0.01%	570
2024 Q4	$472K	Sell	5,196 -253	-5%	-$23.8K	0.02%	532
2024 Q3	$501K	Hold	5,449	–	–	0.02%	495
2024 Q2	$480K	Sell	5,449 -441	-7%	-$39K	0.02%	474
2024 Q1	$537K	Hold	5,890	–	–	0.02%	433
2023 Q4	$467K	Hold	5,890	–	–	0.02%	442
2023 Q3	$427K	Buy	5,890 +870	+17%	+$65.6K	0.02%	435
2023 Q2	$377K	Hold	5,020	–	–	0.02%	475
2023 Q1	$359K	Buy	5,020 +380	+8%	+$27.1K	0.02%	452
2022 Q4	$317K	Hold	4,640	–	–	0.01%	470
2022 Q3	$292K	Hold	4,640	–	–	0.02%	454
2022 Q2	$296K	Hold	4,640	–	–	0.02%	423
2022 Q1	$359K	Hold	4,640	–	–	0.01%	442
2021 Q4	$396K	Sell	4,640 -7,060	-60%	-$592K	0.02%	413
2021 Q3	$927K	Buy	11,700 +4,260	+57%	+$346K	0.04%	288
2021 Q2	$602K	Hold	7,440	–	–	0.03%	314
2021 Q1	$583K	Sell	7,440 -1,200	-14%	-$92.4K	0.03%	303
2020 Q4	$624K	Buy	+8,640	New	+$576K	0.04%	265

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

Evergreen Capital Management's IJK Position: Q2 2026 in Review

Evergreen Capital Management held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 5,370 shares worth $631K. The position accounts for 0.01% of the portfolio, ranked #769.

Evergreen Capital Management first reported a position in IJK in Q4 2020 and has held it in 23 quarters since. The position peaked at $927K in Q3 2021. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Evergreen Capital Management held 5,370 shares of iShares S&P Mid-Cap 400 Growth ETF worth $631K as of Q2 2026.
Evergreen Capital Management 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 Evergreen Capital Management's portfolio in Q2 2026, its #769 holding.
Evergreen Capital Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2020 and has held it in 23 quarters since.
Evergreen Capital Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $927K in Q3 2021.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.