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

IEQ Capital’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	$373K	Sell	3,178 -2,303	-42%	-$256K	﹤0.01%	1537
2026 Q1	$551K	Sell	5,481 -992	-15%	-$102K	﹤0.01%	1257
2025 Q4	$627K	Buy	6,473 +3,306	+104%	+$318K	﹤0.01%	1227
2025 Q3	$304K	Buy	3,167 +4	+0.1%	+$377	﹤0.01%	1522
2025 Q2	$288K	Buy	3,163 +3	+0.1%	+$257	﹤0.01%	1419
2025 Q1	$263K	Buy	3,160 +4	+0.1%	+$360	﹤0.01%	1239
2024 Q4	$287K	Buy	3,156 +504	+19%	+$47.5K	﹤0.01%	1039
2024 Q3	$244K	Buy	2,652 +5	+0.2%	+$447	﹤0.01%	998
2024 Q2	$233K	Buy	2,647 +3	+0.1%	+$265	﹤0.01%	872
2024 Q1	$241K	Buy	2,644 +3	+0.1%	+$250	﹤0.01%	828
2023 Q4	$209K	Buy	+2,641	New	+$194K	﹤0.01%	830
2023 Q3	–	Sell	-3,242	Closed	-$243K	–	949
2023 Q2	$243K	Buy	3,242 +4	+0.1%	+$286	﹤0.01%	753
2023 Q1	$232K	Buy	3,238 +6	+0.2%	+$429	0.01%	787
2022 Q4	$221K	Buy	3,232 +5	+0.2%	+$344	0.01%	716
2022 Q3	$203K	Buy	3,227 +8	+0.2%	+$552	0.01%	768
2022 Q2	$205K	Buy	3,219 +4	+0.1%	+$281	0.01%	727
2022 Q1	$248K	Buy	3,215 +4	+0.1%	+$309	0.01%	698
2021 Q4	$274K	Buy	3,211 +3	+0.1%	+$252	0.01%	614
2021 Q3	$254K	Buy	3,208 +3	+0.1%	+$244	0.01%	602
2021 Q2	$259K	Buy	+3,205	New	+$257K	0.01%	516
2020 Q3	–	Sell	-3,752	Closed	-$210K	–	396
2020 Q2	$210K	Sell	3,752 -776	-17%	-$40.3K	0.01%	288
2020 Q1	$202K	Buy	4,528 +16	+0.4%	+$880	0.02%	338
2019 Q4	$269K	Buy	+4,512	New	+$259K	0.02%	336

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

IEQ Capital's IJK Position: Q2 2026 in Review

IEQ Capital reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 42% in Q2 2026, selling an estimated $256K and leaving 3,178 shares worth $373K. The position accounts for ﹤0.01% of the portfolio, ranked #1537.

IEQ Capital first reported a position in IJK in Q4 2019 and has held it in 23 quarters since. The position peaked at $627K in Q4 2025. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

IEQ Capital held 3,178 shares of iShares S&P Mid-Cap 400 Growth ETF worth $373K as of Q2 2026.
IEQ Capital sold 2,303 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $256K.
iShares S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1537 holding.
IEQ Capital first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2019 and has held it in 23 quarters since.
IEQ Capital's iShares S&P Mid-Cap 400 Growth ETF position peaked at $627K in Q4 2025.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

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