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

Everstar Asset 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	$413K	Hold	3,512	–	–	0.2%	129
2026 Q1	$353K	Sell	3,512 -400	-10%	-$41.1K	0.19%	136
2025 Q4	$379K	Hold	3,912	–	–	0.2%	131
2025 Q3	$375K	Hold	3,912	–	–	0.21%	130
2025 Q2	$356K	Sell	3,912 -697	-15%	-$59.7K	0.22%	132
2025 Q1	$384K	Sell	4,609 -1,943	-30%	-$175K	0.25%	122
2024 Q4	$596K	Sell	6,552 -330	-5%	-$31.1K	0.42%	62
2024 Q3	$633K	Buy	+6,882	New	+$615K	0.43%	63

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

Everstar Asset Management's IJK Position: Q2 2026 in Review

Everstar Asset Management held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 3,512 shares worth $413K. The position accounts for 0.2% of the portfolio, ranked #129.

Everstar Asset Management first reported a position in IJK in Q3 2024 and has held it in 8 quarters since. The position peaked at $633K in Q3 2024. 992 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Everstar Asset Management held 3,512 shares of iShares S&P Mid-Cap 400 Growth ETF worth $413K as of Q2 2026.
Everstar Asset 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 0.2% of Everstar Asset Management's portfolio in Q2 2026, its #129 holding.
Everstar Asset Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2024 and has held it in 8 quarters since.
Everstar Asset Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $633K in Q3 2024.
992 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Everstar Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.