Jones Financial Companies’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Jones Financial Companies’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	$80.4M	Buy	696,600 +121,981	+21%	+$13.5M	0.03%	293
2026 Q1	$56.8M	Buy	574,619 +148,504	+35%	+$15.3M	0.03%	312
2025 Q4	$41.3M	Buy	426,115 +33,801	+9%	+$3.25M	0.03%	204
2025 Q3	$37.7M	Buy	392,314 +32,232	+9%	+$3.04M	0.03%	200
2025 Q2	$32.7M	Buy	360,082 +49,649	+16%	+$4.25M	0.02%	188
2025 Q1	$25.8M	Buy	310,433 +37,589	+14%	+$3.39M	0.02%	180
2024 Q4	$24.8M	Buy	272,844 +64,502	+31%	+$6.07M	0.02%	149
2024 Q3	$19.1M	Buy	208,342 +35,377	+20%	+$3.16M	0.02%	140
2024 Q2	$15.2M	Buy	172,965 +31,266	+22%	+$2.76M	0.02%	118
2024 Q1	$12.9M	Buy	141,699 +1,140	+0.8%	+$95.1K	0.02%	99
2023 Q4	$11.1M	Buy	140,559 +7,208	+5%	+$529K	0.02%	95
2023 Q3	$9.63M	Sell	133,351 -2,367	-2%	-$178K	0.02%	96
2023 Q2	$10.2M	Sell	135,718 -8,973	-6%	-$641K	0.02%	91
2023 Q1	$10.3M	Sell	144,691 -6,425	-4%	-$459K	0.02%	87
2022 Q4	$10.3M	Sell	151,116 -6,997	-4%	-$481K	0.02%	89
2022 Q3	$9.96M	Sell	158,113 -6,314	-4%	-$436K	0.02%	82
2022 Q2	$10.8M	Sell	164,427 -7,815	-5%	-$549K	0.02%	80
2022 Q1	$13.4M	Sell	172,242 -3,133	-2%	-$242K	0.02%	80
2021 Q4	$15M	Buy	175,375 +1,235	+0.7%	+$104K	0.02%	76
2021 Q3	$14.1M	Buy	174,140 +8,810	+5%	+$715K	0.02%	79
2021 Q2	$13.4M	Sell	165,330 -1,766	-1%	-$142K	0.02%	82
2021 Q1	$13.1M	Sell	167,096 -14,623	-8%	-$1.13M	0.02%	81
2020 Q4	$13.1M	Sell	181,719 -14,441	-7%	-$963K	0.02%	78
2020 Q3	$11.5M	Sell	196,160 -24,884	-11%	-$1.48M	0.02%	78
2020 Q2	$12.1M	Sell	221,044 -26,336	-11%	-$1.37M	0.03%	72
2020 Q1	$10.9M	Sell	247,380 -2,764	-1%	-$152K	0.03%	70
2019 Q4	$14.9M	Buy	250,144 +6,776	+3%	+$388K	0.03%	63
2019 Q3	$13.6M	Buy	243,368 +3,468	+1%	+$195K	0.03%	64
2019 Q2	$13.6M	Sell	239,900 -1,716	-0.7%	-$95.2K	0.03%	65
2019 Q1	$13.2M	Buy	241,616 +7,352	+3%	+$388K	0.03%	62
2018 Q4	$11.1M	Buy	234,264 +21,080	+10%	+$1.1M	0.03%	62
2018 Q3	$12.4M	Buy	213,184 +8,156	+4%	+$474K	0.03%	63
2018 Q2	$11.5M	Sell	205,028 -876	-0.4%	-$49K	0.03%	62
2018 Q1	$11.2M	Sell	205,904 -8,112	-4%	-$449K	0.03%	60
2017 Q4	$11.5M	Sell	214,016 -2,976	-1%	-$157K	0.03%	60
2017 Q3	$11M	Buy	216,992 +5,704	+3%	+$281K	0.03%	63
2017 Q2	$10.4M	Buy	211,288 +9,460	+5%	+$460K	0.03%	64
2017 Q1	$9.63M	Sell	201,828 -5,212	-3%	-$246K	0.03%	64
2016 Q4	$9.43M	Buy	207,040 +49,120	+31%	+$2.16M	0.03%	59
2016 Q3	$6.9M	Buy	157,920 +6,500	+4%	+$285K	0.03%	69
2016 Q2	$6.4M	Buy	151,420 +2,488	+2%	+$103K	0.03%	73
2016 Q1	$6.05M	Buy	148,932 +20,972	+16%	+$801K	0.04%	70
2015 Q4	$5.15M	Buy	127,960 +26,436	+26%	+$1.08M	0.03%	78
2015 Q3	$3.99M	Buy	101,524 +4,280	+4%	+$179K	0.03%	83
2015 Q2	$4.12M	Buy	97,244 +5,504	+6%	+$236K	0.03%	87
2015 Q1	$3.93M	Buy	91,740 +3,724	+4%	+$154K	0.03%	96
2014 Q4	$3.51M	Sell	88,016 -296	-0.3%	-$11.5K	0.02%	91
2014 Q3	$3.34M	Sell	88,312 -1,820	-2%	-$70.5K	0.02%	97
2014 Q2	$3.54M	Buy	90,132 +6,380	+8%	+$241K	0.03%	91
2014 Q1	$3.2M	Buy	83,752 +3,108	+4%	+$117K	0.03%	92
2013 Q4	$3.03M	Sell	80,644 -644	-0.8%	-$23.2K	0.03%	97
2013 Q3	$2.83M	Buy	81,288 +2,744	+3%	+$93.3K	0.03%	93
2013 Q2	$2.53M	Buy	+78,544	New	+$2.55M	0.03%	92

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

Jones Financial Companies's IJK Position: Q2 2026 in Review

Jones Financial Companies increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 21% in Q2 2026, buying an estimated $13.5M and bringing the position to 696,600 shares worth $80.4M. The position accounts for 0.03% of the portfolio, ranked #293.

Jones Financial Companies first reported a position in IJK in Q2 2013 and has held it in 53 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Jones Financial Companies held 696,600 shares of iShares S&P Mid-Cap 400 Growth ETF worth $80.4M as of Q2 2026.
Jones Financial Companies bought 121,981 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $13.5M.
iShares S&P Mid-Cap 400 Growth ETF made up 0.03% of Jones Financial Companies's portfolio in Q2 2026, its #293 holding.
Jones Financial Companies first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2013 and has held it in 53 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.