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

Evermay Wealth 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	$34.4K	Hold	293	–	–	﹤0.01%	393
2026 Q1	$29.5K	Buy	+293	New	+$30.1K	﹤0.01%	357
2022 Q2	–	Sell	-60	Closed	-$5K	–	538
2022 Q1	$5K	Hold	60	–	–	﹤0.01%	456
2021 Q4	$5K	Hold	60	–	–	﹤0.01%	449
2021 Q3	$5K	Hold	60	–	–	﹤0.01%	417
2021 Q2	$5K	Buy	+60	New	+$4.82K	﹤0.01%	450

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

Evermay Wealth Management's IJK Position: Q2 2026 in Review

Evermay Wealth Management held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 293 shares worth $34.4K. The position accounts for ﹤0.01% of the portfolio, ranked #393.

Evermay Wealth Management first reported a position in IJK in Q2 2021 and has held it in 6 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Evermay Wealth Management held 293 shares of iShares S&P Mid-Cap 400 Growth ETF worth $34.4K as of Q2 2026.
Evermay Wealth 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 Evermay Wealth Management's portfolio in Q2 2026, its #393 holding.
Evermay Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2021 and has held it in 6 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.