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

Fidelis Capital Partners’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	$532K	Hold	4,524	–	–	0.03%	328
2026 Q1	$455K	Hold	4,524	–	–	0.03%	336
2025 Q4	$438K	Buy	4,524 +620	+16%	+$59.7K	0.03%	336
2025 Q3	$374K	Sell	3,904 -305	-7%	-$28.7K	0.03%	353
2025 Q2	$390K	Hold	4,209	–	–	0.04%	307
2025 Q1	$345K	Hold	4,209	–	–	0.04%	296
2024 Q4	$393K	Hold	4,209	–	–	0.04%	290
2024 Q3	$385K	Hold	4,209	–	–	0.05%	276
2024 Q2	$358K	Hold	4,209	–	–	0.05%	252
2024 Q1	$384K	Hold	4,209	–	–	0.06%	244
2023 Q4	$333K	Hold	4,209	–	–	0.07%	231
2023 Q3	$304K	Buy	4,209 +64	+2%	+$4.83K	0.1%	193
2023 Q2	$311K	Hold	4,145	–	–	0.11%	195
2023 Q1	$293K	Buy	+4,145	New	+$296K	0.12%	184

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 22.9% 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

Fidelis Capital Partners's IJK Position: Q2 2026 in Review

Fidelis Capital Partners held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 4,524 shares worth $532K. The position accounts for 0.03% of the portfolio, ranked #328.

Fidelis Capital Partners first reported a position in IJK in Q1 2023 and has held it in 14 quarters since. 993 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Fidelis Capital Partners held 4,524 shares of iShares S&P Mid-Cap 400 Growth ETF worth $532K as of Q2 2026.
Fidelis Capital Partners 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 0.03% of Fidelis Capital Partners's portfolio in Q2 2026, its #328 holding.
Fidelis Capital Partners first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2023 and has held it in 14 quarters since.
993 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Fidelis Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.