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

Ferguson Wellman 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	$343K	Buy	+2,921	New	+$324K	﹤0.01%	354
2021 Q1	–	Sell	-3,279	Closed	-$237K	–	364
2020 Q4	$237K	Sell	3,279 -101	-3%	-$6.74K	0.01%	341
2020 Q3	$202K	Buy	+3,380	New	+$201K	0.01%	335
2020 Q1	–	Sell	-3,828	Closed	-$228K	–	335
2019 Q4	$228K	Sell	3,828 -352	-8%	-$20.2K	0.01%	333
2019 Q3	$234K	Hold	4,180	–	–	0.01%	327
2019 Q2	$236K	Hold	4,180	–	–	0.01%	311
2019 Q1	$229K	Sell	4,180 -20	-0.5%	-$1.06K	0.01%	323
2018 Q4	$201K	Sell	4,200 -52	-1%	-$2.72K	0.01%	326
2018 Q3	$248K	Buy	4,252 +652	+18%	+$37.9K	0.01%	301
2018 Q2	$202K	Buy	+3,600	New	+$201K	0.01%	335
2016 Q3	–	Sell	-5,596	Closed	-$237K	–	330
2016 Q2	$237K	Hold	5,596	–	–	0.01%	286
2016 Q1	$227K	Hold	5,596	–	–	0.01%	286
2015 Q4	$225K	Hold	5,596	–	–	0.01%	299
2015 Q3	$220K	Hold	5,596	–	–	0.01%	297
2015 Q2	$237K	Sell	5,596 -464	-8%	-$19.9K	0.01%	305
2015 Q1	$260K	Sell	6,060 -640	-10%	-$26.5K	0.01%	291
2014 Q4	$267K	Hold	6,700	–	–	0.01%	294
2014 Q3	$254K	Buy	+6,700	New	+$260K	0.01%	289

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

Ferguson Wellman Capital Management's IJK Position: Q2 2026 in Review

Ferguson Wellman Capital Management opened a new position in iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2026: 2,921 shares worth $343K. The stake represents ﹤0.01% of the portfolio and ranks #354 among its holdings. This is a return to the name: Ferguson Wellman Capital Management previously reported a position in IJK as recently as Q4 2020.

Ferguson Wellman Capital Management first reported a position in IJK in Q3 2014 and has held it in 18 quarters since. 992 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Ferguson Wellman Capital Management held 2,921 shares of iShares S&P Mid-Cap 400 Growth ETF worth $343K as of Q2 2026.
iShares S&P Mid-Cap 400 Growth ETF was a new Ferguson Wellman Capital Management position in Q2 2026.
iShares S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #354 holding.
Ferguson Wellman Capital Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2014 and has held it in 18 quarters since.
992 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

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