GG
IJK icon

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

Gleason Group’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 		– Sell
-71
Closed -$7.12K – 442
2026
Q1 		$7.12K Sell
71
-84
-54% -$8.63K ﹤0.01% 188
2025
Q4 		$15K Buy
155
+1
+0.6% +$96 ﹤0.01% 164
2025
Q3 		$14.8K Hold
154
– – ﹤0.01% 151
2025
Q2 		$14K Hold
154
– – ﹤0.01% 160
2025
Q1 		$12.8K Hold
154
– – ﹤0.01% 161
2024
Q4 		$14K Buy
154
+1
+0.7% +$94 ﹤0.01% 157
2024
Q3 		$14.1K Hold
153
– – ﹤0.01% 154
2024
Q2 		$13.5K Hold
153
– – ﹤0.01% 179
2024
Q1 		$13.9K Buy
153
+1
+0.7% +$83 ﹤0.01% 159
2023
Q4 		$12.1K Buy
152
+1
+0.7% +$73 ﹤0.01% 172
2023
Q3 		$10.9K Hold
151
– – ﹤0.01% 181
2023
Q2 		$11.3K Hold
151
– – ﹤0.01% 181
2023
Q1 		$10.8K Hold
151
– – ﹤0.01% 174
2022
Q4 		$10.3K Buy
151
+1
+0.7% +$69 ﹤0.01% 170
2022
Q3 		$9K Buy
150
+1
+0.7% +$69 ﹤0.01% 178
2022
Q2 		$10K Hold
149
– – ﹤0.01% 169
2022
Q1 		$12K Buy
149
+1
+0.7% +$77 ﹤0.01% 168
2021
Q4 		$13K Hold
148
– – ﹤0.01% 154
2021
Q3 		$12K Hold
148
– – ﹤0.01% 158
2021
Q2 		$12K Hold
148
– – ﹤0.01% 156
2021
Q1 		$12K Hold
148
– – ﹤0.01% 146
2020
Q4 		$11K Buy
148
+4
+3% +$267 0.01% 145
2020
Q3 		$9K Hold
144
– – 0.01% 141
2020
Q2 		$8K Sell
144
-4
-3% -$208 ﹤0.01% 146
2020
Q1 		$7K Hold
148
– – 0.01% 146
2019
Q4 		$9K Buy
+148
New +$8.48K 0.01% 153

Other funds holding IJK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SP
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

Gleason Group's IJK Position: Q2 2026 in Review

Gleason Group sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2026, closing a stake of 71 shares — an estimated $7.12K sold.

Gleason Group first reported a position in IJK in Q4 2019 and held it in 26 quarters. The position peaked at $15K in Q4 2025. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • Gleason Group reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Gleason Group sold 71 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $7.12K.
  • Gleason Group first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2019 and held it in 26 quarters.
  • Gleason Group's iShares S&P Mid-Cap 400 Growth ETF position peaked at $15K in Q4 2025.
  • 990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Gleason Group's 13F filing for Q2 2026, filed 13 Jul 2026.