KCM Investment Advisors’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

KCM Investment Advisors’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	$417K	Hold	3,550	–	–	0.01%	303
2026 Q1	$357K	Hold	3,550	–	–	0.01%	316
2025 Q4	$344K	Hold	3,550	–	–	0.01%	308
2025 Q3	$340K	Hold	3,550	–	–	0.01%	309
2025 Q2	$323K	Hold	3,550	–	–	0.01%	311
2025 Q1	$296K	Buy	3,550 +290	+9%	+$26.1K	0.01%	304
2024 Q4	$296K	Hold	3,260	–	–	0.01%	313
2024 Q3	$300K	Buy	3,260 +440	+16%	+$39.3K	0.01%	323
2024 Q2	$248K	Hold	2,820	–	–	0.01%	337
2024 Q1	$257K	Hold	2,820	–	–	0.01%	340
2023 Q4	$223K	Hold	2,820	–	–	0.01%	348
2023 Q3	$204K	Hold	2,820	–	–	0.01%	357
2023 Q2	$212K	Hold	2,820	–	–	0.01%	371
2023 Q1	$202K	Buy	+2,820	New	+$201K	0.01%	394
2022 Q2	–	Sell	-3,656	Closed	-$282K	–	402
2022 Q1	$282K	Hold	3,656	–	–	0.01%	358
2021 Q4	$312K	Sell	3,656 -120	-3%	-$10.1K	0.01%	342
2021 Q3	$299K	Hold	3,776	–	–	0.01%	332
2021 Q2	$306K	Buy	3,776 +120	+3%	+$9.63K	0.01%	324
2021 Q1	$287K	Hold	3,656	–	–	0.01%	313
2020 Q4	$264K	Hold	3,656	–	–	0.01%	306
2020 Q3	$219K	Hold	3,656	–	–	0.01%	299
2020 Q2	$205K	Buy	+3,656	New	+$190K	0.01%	325
2020 Q1	–	Sell	-3,656	Closed	-$218K	–	321
2019 Q4	$218K	Hold	3,656	–	–	0.01%	327
2019 Q3	$205K	Hold	3,656	–	–	0.01%	318
2019 Q2	$207K	Hold	3,656	–	–	0.01%	318
2019 Q1	$200K	Buy	+3,656	New	+$193K	0.01%	312
2018 Q4	–	Sell	-4,492	Closed	-$262K	–	491
2018 Q3	$262K	Buy	4,492 +752	+20%	+$43.7K	0.02%	455
2018 Q2	$210K	Buy	+3,740	New	+$209K	0.01%	502

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

KCM Investment Advisors's IJK Position: Q2 2026 in Review

KCM Investment Advisors held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 3,550 shares worth $417K. The position accounts for 0.01% of the portfolio, ranked #303.

KCM Investment Advisors first reported a position in IJK in Q2 2018 and has held it in 28 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

KCM Investment Advisors held 3,550 shares of iShares S&P Mid-Cap 400 Growth ETF worth $417K as of Q2 2026.
KCM Investment Advisors 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 KCM Investment Advisors's portfolio in Q2 2026, its #303 holding.
KCM Investment Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2018 and has held it in 28 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on KCM Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.