Howe & Rusling’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Howe & Rusling’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	$3.63K	Hold	31	–	–	﹤0.01%	462
2026 Q1	$3.11K	Hold	31	–	–	﹤0.01%	453
2025 Q4	$2.99K	Hold	31	–	–	﹤0.01%	458
2025 Q3	$2.95K	Hold	31	–	–	﹤0.01%	440
2025 Q2	$2.79K	Sell	31 -135	-81%	-$11.6K	﹤0.01%	447
2025 Q1	$13.8K	Buy	166 +30	+22%	+$2.7K	﹤0.01%	368
2024 Q4	$12.4K	Buy	136 +105	+339%	+$9.89K	﹤0.01%	362
2024 Q3	$2.81K	Buy	31 +1	+3%	+$89	﹤0.01%	383
2024 Q2	$2.69K	Hold	30	–	–	﹤0.01%	349
2024 Q1	$2.78K	Sell	30 -41	-58%	-$3.42K	﹤0.01%	371
2023 Q4	$5.66K	Buy	71 +25	+54%	+$1.83K	﹤0.01%	337
2023 Q3	$3.32K	Sell	46 -30	-39%	-$2.26K	﹤0.01%	306
2023 Q2	$5.71K	Buy	76 +30	+65%	+$2.14K	﹤0.01%	305
2023 Q1	$3.29K	Sell	46 -30	-39%	-$2.14K	﹤0.01%	299
2022 Q4	$5.19K	Buy	76 +46	+153%	+$3.16K	﹤0.01%	297
2022 Q3	$2K	Hold	30	–	–	﹤0.01%	871
2022 Q2	$2K	Hold	30	–	–	﹤0.01%	870
2022 Q1	$2K	Hold	30	–	–	﹤0.01%	861
2021 Q4	$3K	Buy	+30	New	+$2.52K	﹤0.01%	805

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

Howe & Rusling's IJK Position: Q2 2026 in Review

Howe & Rusling held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 31 shares worth $3.63K. The position accounts for ﹤0.01% of the portfolio, ranked #462.

Howe & Rusling first reported a position in IJK in Q4 2021 and has held it in 19 quarters since. The position peaked at $13.8K in Q1 2025. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Howe & Rusling held 31 shares of iShares S&P Mid-Cap 400 Growth ETF worth $3.63K as of Q2 2026.
Howe & Rusling 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 Howe & Rusling's portfolio in Q2 2026, its #462 holding.
Howe & Rusling first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2021 and has held it in 19 quarters since.
Howe & Rusling's iShares S&P Mid-Cap 400 Growth ETF position peaked at $13.8K in Q1 2025.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Howe & Rusling's 13F filing for Q2 2026, filed 10 Aug 2026.