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

Highview Capital 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	$260K	Hold	2,216	–	–	0.07%	112
2026 Q1	$223K	Hold	2,216	–	–	0.08%	98
2025 Q4	$215K	Sell	2,216 -120	-5%	-$11.6K	0.08%	103
2025 Q3	$224K	Sell	2,336 -110	-4%	-$10.4K	0.08%	103
2025 Q2	$223K	Sell	2,446 -350	-13%	-$30K	0.09%	105
2025 Q1	$233K	Sell	2,796 -1,088	-28%	-$98K	0.1%	101
2024 Q4	$353K	Hold	3,884	–	–	0.14%	95
2024 Q3	$357K	Hold	3,884	–	–	0.15%	94
2024 Q2	$342K	Buy	3,884 +500	+15%	+$44.2K	0.14%	96
2024 Q1	$309K	Buy	3,384 +350	+12%	+$29.2K	0.14%	99
2023 Q4	$240K	Hold	3,034	–	–	0.13%	97
2023 Q3	$219K	Hold	3,034	–	–	0.13%	100
2023 Q2	$228K	Hold	3,034	–	–	0.12%	93
2023 Q1	$217K	Hold	3,034	–	–	0.13%	94
2022 Q4	$207K	Buy	+3,034	New	+$209K	0.13%	106
2022 Q2	–	Sell	-5,640	Closed	-$436K	–	102
2022 Q1	$436K	Sell	5,640 -2,384	-30%	-$184K	0.28%	82
2021 Q4	$684K	Buy	+8,024	New	+$673K	0.44%	61

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

Highview Capital Management's IJK Position: Q2 2026 in Review

Highview Capital Management held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 2,216 shares worth $260K. The position accounts for 0.07% of the portfolio, ranked #112.

Highview Capital Management first reported a position in IJK in Q4 2021 and has held it in 17 quarters since. The position peaked at $684K in Q4 2021. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Highview Capital Management held 2,216 shares of iShares S&P Mid-Cap 400 Growth ETF worth $260K as of Q2 2026.
Highview Capital Management 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 0.07% of Highview Capital Management's portfolio in Q2 2026, its #112 holding.
Highview Capital Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2021 and has held it in 17 quarters since.
Highview Capital Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $684K in Q4 2021.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Highview Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.