HM Payson & Co’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

HM Payson & Co’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	$201K	Hold	1,712	–	–	﹤0.01%	446
2026 Q1	$172K	Hold	1,712	–	–	﹤0.01%	459
2025 Q4	$166K	Hold	1,712	–	–	﹤0.01%	468
2025 Q3	$164K	Hold	1,712	–	–	﹤0.01%	468
2025 Q2	$156K	Hold	1,712	–	–	﹤0.01%	461
2025 Q1	$143K	Hold	1,712	–	–	﹤0.01%	468
2024 Q4	$156K	Hold	1,712	–	–	﹤0.01%	466
2024 Q3	$157K	Hold	1,712	–	–	﹤0.01%	456
2024 Q2	$151K	Hold	1,712	–	–	﹤0.01%	451
2024 Q1	$156K	Hold	1,712	–	–	﹤0.01%	444
2023 Q4	$136K	Hold	1,712	–	–	﹤0.01%	448
2023 Q3	$124K	Hold	1,712	–	–	﹤0.01%	448
2023 Q2	$128K	Sell	1,712 -476	-22%	-$34K	﹤0.01%	438
2023 Q1	$156K	Buy	+2,188	New	+$156K	﹤0.01%	408
2022 Q4	–	Sell	-1,712	Closed	-$108K	–	968
2022 Q3	$108K	Sell	1,712 -200	-10%	-$13.8K	﹤0.01%	456
2022 Q2	$122K	Buy	1,912 +1,712	+856%	+$120K	﹤0.01%	449
2022 Q1	$15K	Hold	200	–	–	﹤0.01%	793
2021 Q4	$17K	Hold	200	–	–	﹤0.01%	787
2021 Q3	$16K	Buy	+200	New	+$16.2K	﹤0.01%	774
2020 Q1	–	Sell	-948	Closed	-$56K	–	937
2019 Q4	$56K	Hold	948	–	–	﹤0.01%	570
2019 Q3	$53K	Hold	948	–	–	﹤0.01%	589
2019 Q2	$54K	Buy	+948	New	+$52.6K	﹤0.01%	587

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

HM Payson & Co's IJK Position: Q2 2026 in Review

HM Payson & Co held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 1,712 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #446.

HM Payson & Co first reported a position in IJK in Q2 2019 and has held it in 22 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

HM Payson & Co held 1,712 shares of iShares S&P Mid-Cap 400 Growth ETF worth $201K as of Q2 2026.
HM Payson & Co 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 ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #446 holding.
HM Payson & Co first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2019 and has held it in 22 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.