KTC
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Kentucky Trust Company’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Kentucky Trust Company’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 		$137K Sell
1,170
-50
-4% -$5.55K 0.07% 131
2026
Q1 		$123K Hold
1,220
– – 0.06% 135
2025
Q4 		$118K Sell
1,220
-340
-22% -$32.7K 0.06% 137
2025
Q3 		$150K Hold
1,560
– – 0.08% 118
2025
Q2 		$142K Hold
1,560
– – 0.08% 119
2025
Q1 		$130K Hold
1,560
– – 0.08% 123
2024
Q4 		$142K Buy
+1,560
New +$147K 0.08% 124

Other funds holding IJK

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
HCM
Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
BBES
Buffalo Business & Estate Services Orchard Park, New York $793M AUM
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $409M AUM 28.15% 1-Year Est. Return

Kentucky Trust Company's IJK Position: Q2 2026 in Review

Kentucky Trust Company reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 4.1% in Q2 2026, selling an estimated $5.55K and leaving 1,170 shares worth $137K. The position accounts for 0.07% of the portfolio, ranked #131.

Kentucky Trust Company first reported a position in IJK in Q4 2024 and has held it in 7 quarters since. The position peaked at $150K in Q3 2025. 320 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • Kentucky Trust Company held 1,170 shares of iShares S&P Mid-Cap 400 Growth ETF worth $137K as of Q2 2026.
  • Kentucky Trust Company sold 50 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $5.55K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.07% of Kentucky Trust Company's portfolio in Q2 2026, its #131 holding.
  • Kentucky Trust Company first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • Kentucky Trust Company's iShares S&P Mid-Cap 400 Growth ETF position peaked at $150K in Q3 2025.
  • 320 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Kentucky Trust Company's 13F filing for Q2 2026, filed 10 Jul 2026.