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

Evergreen Private Wealth’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	$121K	Hold	1,030	–	–	0.04%	84
2026 Q1	$104K	Buy	+1,030	New	+$106K	0.04%	86
2025 Q4	–	Sell	-967	Closed	-$92.7K	–	145
2025 Q3	$92.7K	Buy	967 +1	+0.1%	+$94	0.04%	91
2025 Q2	$87.9K	Hold	966	–	–	0.04%	95
2025 Q1	$80.4K	Sell	966 -205	-18%	-$18.5K	0.04%	101
2024 Q4	$107K	Hold	1,171	–	–	0.05%	100
2024 Q3	$108K	Sell	1,171 -52	-4%	-$4.65K	0.05%	97
2024 Q2	$108K	Sell	1,223 -1,997	-62%	-$177K	0.05%	96
2024 Q1	$294K	Sell	3,220 -2,518	-44%	-$210K	0.15%	63
2023 Q4	$455K	Buy	+5,738	New	+$421K	0.25%	57

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 Private Wealth's IJK Position: Q2 2026 in Review

Evergreen Private Wealth held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 1,030 shares worth $121K. The position accounts for 0.04% of the portfolio, ranked #84.

Evergreen Private Wealth first reported a position in IJK in Q4 2023 and has held it in 10 quarters since. The position peaked at $455K in Q4 2023. 992 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Evergreen Private Wealth held 1,030 shares of iShares S&P Mid-Cap 400 Growth ETF worth $121K as of Q2 2026.
Evergreen Private Wealth 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 0.04% of Evergreen Private Wealth's portfolio in Q2 2026, its #84 holding.
Evergreen Private Wealth first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2023 and has held it in 10 quarters since.
Evergreen Private Wealth's iShares S&P Mid-Cap 400 Growth ETF position peaked at $455K in Q4 2023.
992 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

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