Horizon Family Wealth’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Horizon Family Wealth’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	$3.42M	Buy	29,064 +659	+2%	+$73.2K	1.56%	19
2026 Q1	$2.86M	Buy	28,405 +1,519	+6%	+$156K	1.51%	19
2025 Q4	$2.6M	Buy	26,886 +1,689	+7%	+$163K	1.39%	19
2025 Q3	$2.42M	Buy	25,197 +1,316	+6%	+$124K	1.39%	19
2025 Q2	$2.17M	Buy	23,881 +8,046	+51%	+$689K	1.33%	19
2025 Q1	$1.32M	Buy	15,835 +301	+2%	+$27.1K	0.88%	24
2024 Q4	$1.41M	Buy	15,534 +2,582	+20%	+$243K	0.94%	26
2024 Q3	$1.19M	Buy	12,952 +278	+2%	+$24.9K	0.85%	23
2024 Q2	$1.12M	Sell	12,674 -481	-4%	-$42.5K	0.85%	22
2024 Q1	$1.2M	Buy	+13,155	New	+$1.1M	0.93%	22

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

Horizon Family Wealth's IJK Position: Q2 2026 in Review

Horizon Family Wealth increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 2.3% in Q2 2026, buying an estimated $73.2K and bringing the position to 29,064 shares worth $3.42M. The position accounts for 1.56% of the portfolio, ranked #19.

Horizon Family Wealth first reported a position in IJK in Q1 2024 and has held it in 10 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Horizon Family Wealth held 29,064 shares of iShares S&P Mid-Cap 400 Growth ETF worth $3.42M as of Q2 2026.
Horizon Family Wealth bought 659 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $73.2K.
iShares S&P Mid-Cap 400 Growth ETF made up 1.56% of Horizon Family Wealth's portfolio in Q2 2026, its #19 holding.
Horizon Family Wealth first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2024 and has held it in 10 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Horizon Family Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.