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

Gemmer 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	$227K	Buy	+1,929	New	+$214K	0.02%	173
2025 Q4	–	Sell	-2,090	Closed	-$200K	–	171
2025 Q3	$200K	Buy	+2,090	New	+$197K	0.02%	167
2022 Q2	–	Sell	-1,992	Closed	-$153K	–	582
2022 Q1	$153K	Hold	1,992	–	–	0.02%	136
2021 Q4	$170K	Hold	1,992	–	–	0.02%	131
2021 Q3	$158K	Sell	1,992 -936	-32%	-$76K	0.02%	124
2021 Q2	$237K	Hold	2,928	–	–	0.03%	110
2021 Q1	$229K	Buy	2,928 +576	+24%	+$44.4K	0.04%	106
2020 Q4	$170K	Hold	2,352	–	–	0.03%	101
2020 Q3	$141K	Hold	2,352	–	–	0.03%	102
2020 Q2	$132K	Hold	2,352	–	–	0.03%	110
2020 Q1	$105K	Hold	2,352	–	–	0.03%	109
2019 Q4	$140K	Hold	2,352	–	–	0.03%	108
2019 Q3	$132K	Hold	2,352	–	–	0.03%	107
2019 Q2	$133K	Hold	2,352	–	–	0.04%	106
2019 Q1	$129K	Hold	2,352	–	–	0.04%	108
2018 Q4	$112K	Hold	2,352	–	–	0.03%	107
2018 Q3	$137K	Sell	2,352 -368	-14%	-$21.4K	0.04%	101
2018 Q2	$153K	Hold	2,720	–	–	0.05%	95
2018 Q1	$148K	Hold	2,720	–	–	0.05%	96
2017 Q4	$147K	Hold	2,720	–	–	0.05%	99
2017 Q3	$138K	Hold	2,720	–	–	0.05%	95
2017 Q2	$134K	Hold	2,720	–	–	0.06%	97
2017 Q1	$130K	Hold	2,720	–	–	0.06%	95
2016 Q4	$124K	Buy	2,720 +192	+8%	+$8.45K	0.06%	84
2016 Q3	$110K	Hold	2,528	–	–	0.06%	93
2016 Q2	$107K	Sell	2,528 -384	-13%	-$15.9K	0.06%	88
2016 Q1	$118K	Hold	2,912	–	–	0.07%	97
2015 Q4	$117K	Sell	2,912 -476	-14%	-$19.5K	0.07%	97
2015 Q3	$133K	Sell	3,388 -1,040	-23%	-$43.4K	0.08%	92
2015 Q2	$188K	Buy	4,428 +1,508	+52%	+$64.6K	0.11%	70
2015 Q1	$125K	Hold	2,920	–	–	0.08%	96
2014 Q4	$117K	Sell	2,920 -52	-2%	-$2.02K	0.08%	96
2014 Q3	$113K	Hold	2,972	–	–	0.08%	105
2014 Q2	$117K	Buy	+2,972	New	+$112K	0.08%	95

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

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

Gemmer Asset Management opened a new position in iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2026: 1,929 shares worth $227K. The stake represents 0.02% of the portfolio and ranks #173 among its holdings. This is a return to the name: Gemmer Asset Management previously reported a position in IJK as recently as Q3 2025.

Gemmer Asset Management first reported a position in IJK in Q2 2014 and has held it in 34 quarters since. The position peaked at $237K in Q2 2021. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Gemmer Asset Management held 1,929 shares of iShares S&P Mid-Cap 400 Growth ETF worth $227K as of Q2 2026.
iShares S&P Mid-Cap 400 Growth ETF was a new Gemmer Asset Management position in Q2 2026.
iShares S&P Mid-Cap 400 Growth ETF made up 0.02% of Gemmer Asset Management's portfolio in Q2 2026, its #173 holding.
Gemmer Asset Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2014 and has held it in 34 quarters since.
Gemmer Asset Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $237K in Q2 2021.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Gemmer Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.