Independent Investors Inc’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Independent Investors Inc’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	$329K	Hold	2,800	–	–	0.06%	64
2026 Q1	$282K	Hold	2,800	–	–	0.06%	65
2025 Q4	$271K	Hold	2,800	–	–	0.05%	65
2025 Q3	$268K	Hold	2,800	–	–	0.05%	64
2025 Q2	$255K	Hold	2,800	–	–	0.06%	64
2025 Q1	$233K	Hold	2,800	–	–	0.05%	65
2024 Q4	$255K	Hold	2,800	–	–	0.05%	61
2024 Q3	$257K	Hold	2,800	–	–	0.05%	63
2024 Q2	$247K	Hold	2,800	–	–	0.05%	63
2024 Q1	$256K	Hold	2,800	–	–	0.06%	63
2023 Q4	$222K	Hold	2,800	–	–	0.05%	65
2023 Q3	$202K	Hold	2,800	–	–	0.05%	66
2023 Q2	$210K	Hold	2,800	–	–	0.05%	64
2023 Q1	$200K	Buy	+2,800	New	+$200K	0.05%	68
2022 Q2	–	Sell	-2,800	Closed	-$216K	–	73
2022 Q1	$216K	Hold	2,800	–	–	0.05%	72
2021 Q4	$239K	Hold	2,800	–	–	0.05%	70
2021 Q3	$222K	Hold	2,800	–	–	0.06%	71
2021 Q2	$227K	Buy	+2,800	New	+$225K	0.06%	72

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Independent Investors Inc's IJK Position: Q2 2026 in Review

Independent Investors Inc held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 2,800 shares worth $329K. The position accounts for 0.06% of the portfolio, ranked #64.

Independent Investors Inc first reported a position in IJK in Q2 2021 and has held it in 18 quarters since. 956 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Independent Investors Inc held 2,800 shares of iShares S&P Mid-Cap 400 Growth ETF worth $329K as of Q2 2026.
Independent Investors Inc 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 0.06% of Independent Investors Inc's portfolio in Q2 2026, its #64 holding.
Independent Investors Inc first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2021 and has held it in 18 quarters since.
956 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Independent Investors Inc's 13F filing for Q2 2026, filed 16 Jul 2026.