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

Harvest Investment Services’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	$1.83M	Buy	+15,578	New	+$1.73M	0.28%	98
2026 Q1	–	Sell	-2,065	Closed	-$200K	–	366
2025 Q4	$200K	Buy	+2,065	New	+$199K	0.04%	314
2025 Q1	–	Sell	-8,792	Closed	-$799K	–	313
2024 Q4	$799K	Sell	8,792 -14,758	-63%	-$1.39M	0.2%	126
2024 Q3	$2.16M	Buy	23,550 +1,733	+8%	+$155K	0.69%	40
2024 Q2	$1.92M	Buy	21,817 +19,379	+795%	+$1.71M	0.76%	34
2024 Q1	$222K	Sell	2,438 -8,850	-78%	-$738K	0.09%	154
2023 Q4	$894K	Sell	11,288 -13,588	-55%	-$997K	0.41%	68
2023 Q3	$1.8M	Buy	24,876 +17,718	+248%	+$1.34M	1.16%	22
2023 Q2	$537K	Buy	+7,158	New	+$511K	0.31%	97
2020 Q1	–	Sell	-7,656	Closed	-$455K	–	126
2019 Q4	$455K	Sell	7,656 -32,948	-81%	-$1.89M	0.24%	69
2019 Q3	$2.23M	Sell	40,604 -16,992	-30%	-$955K	1.12%	21
2019 Q2	$3.27M	Sell	57,596 -792	-1%	-$43.9K	1.86%	11
2019 Q1	$3.23M	Buy	+58,388	New	+$3.08M	1.88%	12

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

Harvest Investment Services's IJK Position: Q2 2026 in Review

Harvest Investment Services opened a new position in iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2026: 15,578 shares worth $1.83M. The stake represents 0.28% of the portfolio and ranks #98 among its holdings. This is a return to the name: Harvest Investment Services previously reported a position in IJK as recently as Q4 2025.

Harvest Investment Services first reported a position in IJK in Q1 2019 and has held it in 13 quarters since. The position peaked at $3.27M in Q2 2019. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Harvest Investment Services held 15,578 shares of iShares S&P Mid-Cap 400 Growth ETF worth $1.83M as of Q2 2026.
iShares S&P Mid-Cap 400 Growth ETF was a new Harvest Investment Services position in Q2 2026.
iShares S&P Mid-Cap 400 Growth ETF made up 0.28% of Harvest Investment Services's portfolio in Q2 2026, its #98 holding.
Harvest Investment Services first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2019 and has held it in 13 quarters since.
Harvest Investment Services's iShares S&P Mid-Cap 400 Growth ETF position peaked at $3.27M in Q2 2019.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Harvest Investment Services's 13F filing for Q2 2026, filed 14 Aug 2026.