Independence Bank of Kentucky’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Independence Bank of Kentucky’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	$442K	Hold	3,760	–	–	0.05%	224
2026 Q1	$378K	Hold	3,760	–	–	0.05%	230
2025 Q4	$364K	Hold	3,760	–	–	0.05%	234
2025 Q3	$361K	Hold	3,760	–	–	0.05%	232
2025 Q2	$342K	Hold	3,760	–	–	0.05%	232
2025 Q1	$313K	Hold	3,760	–	–	0.05%	236
2024 Q4	$342K	Hold	3,760	–	–	0.05%	234
2024 Q3	$346K	Hold	3,760	–	–	0.07%	205
2024 Q2	$331K	Hold	3,760	–	–	0.09%	192
2024 Q1	$343K	Hold	3,760	–	–	0.1%	172
2023 Q4	$298K	Hold	3,760	–	–	0.1%	169
2023 Q3	$272K	Hold	3,760	–	–	0.11%	151
2023 Q2	$282K	Hold	3,760	–	–	0.11%	144
2023 Q1	$269K	Hold	3,760	–	–	0.12%	142
2022 Q4	$257K	Hold	3,760	–	–	0.12%	142
2022 Q3	$237K	Sell	3,760 -100	-3%	-$6.9K	0.12%	133
2022 Q2	$246K	Hold	3,860	–	–	0.11%	132
2022 Q1	$298K	Buy	3,860 +2,828	+274%	+$219K	0.12%	136
2021 Q4	$88K	Hold	1,032	–	–	0.04%	209
2021 Q3	$82K	Hold	1,032	–	–	0.04%	210
2021 Q2	$84K	Buy	1,032 +508	+97%	+$40.8K	0.04%	205
2021 Q1	$41K	Hold	524	–	–	0.02%	243
2020 Q4	$38K	Hold	524	–	–	0.02%	244
2020 Q3	$31K	Hold	524	–	–	0.02%	246
2020 Q2	$29K	Hold	524	–	–	0.02%	231
2020 Q1	$23K	Hold	524	–	–	0.02%	231
2019 Q4	$31K	Hold	524	–	–	0.02%	242
2019 Q3	$29K	Hold	524	–	–	0.02%	243
2019 Q2	$30K	Hold	524	–	–	0.02%	211
2019 Q1	$29K	Hold	524	–	–	0.02%	215
2018 Q4	$25K	Hold	524	–	–	0.02%	216
2018 Q3	$31K	Hold	524	–	–	0.02%	216
2018 Q2	$29K	Hold	524	–	–	0.02%	201
2018 Q1	$29K	Buy	524 +448	+589%	+$24.8K	0.02%	198
2017 Q4	$4K	Buy	+76	New	+$4.01K	﹤0.01%	299

Other funds holding IJK

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Independence Bank of Kentucky's IJK Position: Q2 2026 in Review

Independence Bank of Kentucky held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 3,760 shares worth $442K. The position accounts for 0.05% of the portfolio, ranked #224.

Independence Bank of Kentucky first reported a position in IJK in Q4 2017 and has held it in 35 quarters since. 814 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Independence Bank of Kentucky held 3,760 shares of iShares S&P Mid-Cap 400 Growth ETF worth $442K as of Q2 2026.
Independence Bank of Kentucky 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 0.05% of Independence Bank of Kentucky's portfolio in Q2 2026, its #224 holding.
Independence Bank of Kentucky first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2017 and has held it in 35 quarters since.
814 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.