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

Fairscale Capital’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	$1.54M	Buy	13,096 +2,671	+26%	+$297K	0.92%	19
2026 Q1	$1.05M	Buy	10,425 +444	+4%	+$45.6K	0.73%	26
2025 Q4	$967K	Buy	9,981 +1,256	+14%	+$121K	0.64%	26
2025 Q3	$837K	Hold	8,725	–	–	0.58%	29
2025 Q2	$812K	Buy	8,725 +658	+8%	+$56.3K	0.59%	29
2025 Q1	$672K	Buy	8,067 +635	+9%	+$57.2K	0.61%	31
2024 Q4	$676K	Buy	7,432 +1	+0%	+$94	0.58%	31
2024 Q3	$683K	Sell	7,431 -85	-1%	-$7.6K	0.6%	32
2024 Q2	$703K	Buy	+7,516	New	+$664K	0.62%	31

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

Fairscale Capital's IJK Position: Q2 2026 in Review

Fairscale Capital increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 26% in Q2 2026, buying an estimated $297K and bringing the position to 13,096 shares worth $1.54M. The position accounts for 0.92% of the portfolio, ranked #19.

Fairscale Capital first reported a position in IJK in Q2 2024 and has held it in 9 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Fairscale Capital held 13,096 shares of iShares S&P Mid-Cap 400 Growth ETF worth $1.54M as of Q2 2026.
Fairscale Capital bought 2,671 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $297K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.92% of Fairscale Capital's portfolio in Q2 2026, its #19 holding.
Fairscale Capital first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2024 and has held it in 9 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Fairscale Capital's 13F filing for Q2 2026, filed 7 Aug 2026.