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

Goelzer Investment 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 		$7.12M Sell
60,578
-6,740
-10% -$749K 0.31% 64
2026
Q1 		$6.77M Sell
67,318
-271
-0.4% -$27.8K 0.33% 63
2025
Q4 		$6.55M Buy
67,589
+1,258
+2% +$121K 0.3% 68
2025
Q3 		$6.36M Sell
66,331
-2,013
-3% -$190K 0.34% 67
2025
Q2 		$6.22M Sell
68,344
-232
-0.3% -$19.9K 0.34% 63
2025
Q1 		$5.71M Sell
68,576
-95
-0.1% -$8.56K 0.33% 71
2024
Q4 		$6.24M Sell
68,671
-3,396
-5% -$320K 0.36% 64
2024
Q3 		$6.63M Sell
72,067
-4,674
-6% -$418K 0.36% 60
2024
Q2 		$6.76M Sell
76,741
-2,505
-3% -$221K 0.38% 55
2024
Q1 		$7.23M Sell
79,246
-1,388
-2% -$116K 0.41% 56
2023
Q4 		$6.39M Buy
80,634
+847
+1% +$62.1K 0.41% 58
2023
Q3 		$5.76M Sell
79,787
-318
-0.4% -$24K 0.41% 58
2023
Q2 		$6.01M Sell
80,105
-611
-0.8% -$43.6K 0.51% 58
2023
Q1 		$5.77M Sell
80,716
-1,545
-2% -$110K 0.5% 60
2022
Q4 		$5.62M Sell
82,261
-2,095
-2% -$144K 0.48% 70
2022
Q3 		$5.32M Buy
84,356
+1,724
+2% +$119K 0.53% 57
2022
Q2 		$5.27M Sell
82,632
-266
-0.3% -$18.7K 0.51% 63
2022
Q1 		$6.41M Sell
82,898
-1,585
-2% -$122K 0.55% 56
2021
Q4 		$7.2M Sell
84,483
-2,090
-2% -$175K 0.59% 51
2021
Q3 		$6.86M Sell
86,573
-1,926
-2% -$156K 0.6% 51
2021
Q2 		$7.16M Sell
88,499
-3,708
-4% -$298K 0.59% 51
2021
Q1 		$7.23M Sell
92,207
-3,023
-3% -$233K 0.64% 49
2020
Q4 		$6.88M Sell
95,230
-15,414
-14% -$1.03M 0.63% 49
2020
Q3 		$6.62M Sell
110,644
-7,644
-6% -$455K 0.61% 46
2020
Q2 		$6.63M Sell
118,288
-40,980
-26% -$2.13M 0.64% 43
2020
Q1 		$7.11M Sell
159,268
-5,384
-3% -$296K 0.81% 30
2019
Q4 		$9.8M Sell
164,652
-5,476
-3% -$314K 0.84% 29
2019
Q3 		$9.52M Buy
170,128
+10,092
+6% +$567K 0.87% 28
2019
Q2 		$9.05M Sell
160,036
-9,016
-5% -$500K 0.83% 35
2019
Q1 		$9.26M Buy
169,052
+24,172
+17% +$1.28M 0.88% 28
2018
Q4 		$6.93M Buy
144,880
+26,944
+23% +$1.41M 0.89% 30
2018
Q3 		$6.87M Sell
117,936
-1,964
-2% -$114K 0.77% 46
2018
Q2 		$6.74M Buy
119,900
+7,200
+6% +$402K 0.78% 41
2018
Q1 		$6.15M Buy
112,700
+15,120
+15% +$836K 0.74% 40
2017
Q4 		$5.26M Sell
97,580
-2,184
-2% -$115K 0.59% 67
2017
Q3 		$5.05M Sell
99,764
-1,628
-2% -$80.2K 0.59% 65
2017
Q2 		$4.98M Sell
101,392
-7,032
-6% -$342K 0.61% 63
2017
Q1 		$5.17M Sell
108,424
-4,016
-4% -$189K 0.65% 53
2016
Q4 		$5.12M Buy
112,440
+492
+0.4% +$21.7K 0.67% 53
2016
Q3 		$4.89M Sell
111,948
-1,272
-1% -$55.8K 0.66% 51
2016
Q2 		$4.79M Buy
113,220
+4,420
+4% +$183K 0.66% 51
2016
Q1 		$4.42M Buy
108,800
+22,264
+26% +$850K 0.63% 61
2015
Q4 		$3.48M Buy
86,536
+1,412
+2% +$57.8K 0.51% 80
2015
Q3 		$3.34M Buy
85,124
+17,568
+26% +$733K 0.53% 75
2015
Q2 		$2.86M Buy
67,556
+1,396
+2% +$59.8K 0.43% 105
2015
Q1 		$2.84M Sell
66,160
-1,336
-2% -$55.3K 0.43% 108
2014
Q4 		$2.69M Buy
67,496
+4,536
+7% +$176K 0.41% 117
2014
Q3 		$2.38M Buy
62,960
+708
+1% +$27.4K 0.4% 112
2014
Q2 		$2.44M Buy
62,252
+1,908
+3% +$72.1K 0.41% 114
2014
Q1 		$2.31M Buy
60,344
+2,088
+4% +$78.6K 0.41% 109
2013
Q4 		$2.19M Buy
58,256
+4,600
+9% +$166K 0.4% 108
2013
Q3 		$1.87M Sell
53,656
-61,904
-54% -$2.11M 0.38% 114
2013
Q2 		$3.72M Buy
+115,560
New +$3.75M 0.4% 111

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

Goelzer Investment Management's IJK Position: Q2 2026 in Review

Goelzer Investment Management reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 10% in Q2 2026, selling an estimated $749K and leaving 60,578 shares worth $7.12M. The position accounts for 0.31% of the portfolio, ranked #64.

Goelzer Investment Management first reported a position in IJK in Q2 2013 and has held it in 53 quarters since. The position peaked at $9.8M in Q4 2019. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • Goelzer Investment Management held 60,578 shares of iShares S&P Mid-Cap 400 Growth ETF worth $7.12M as of Q2 2026.
  • Goelzer Investment Management sold 6,740 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $749K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.31% of Goelzer Investment Management's portfolio in Q2 2026, its #64 holding.
  • Goelzer Investment Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2013 and has held it in 53 quarters since.
  • Goelzer Investment Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $9.8M in Q4 2019.
  • 990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

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