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

Leavell Investment Management’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	$232K	Buy	+1,977	New	+$220K	0.01%	587
2025 Q4	–	Sell	-2,422	Closed	-$232K	–	600
2025 Q3	$232K	Sell	2,422 -150	-6%	-$14.1K	0.01%	544
2025 Q2	$234K	Hold	2,572	–	–	0.01%	535
2025 Q1	$214K	Hold	2,572	–	–	0.01%	523
2024 Q4	$234K	Buy	2,572 +250	+11%	+$23.5K	0.01%	502
2024 Q3	$213K	Buy	+2,322	New	+$208K	0.01%	516

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

Leavell Investment Management's IJK Position: Q2 2026 in Review

Leavell Investment Management opened a new position in iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2026: 1,977 shares worth $232K. The stake represents 0.01% of the portfolio and ranks #587 among its holdings. This is a return to the name: Leavell Investment Management previously reported a position in IJK as recently as Q3 2025.

Leavell Investment Management first reported a position in IJK in Q3 2024 and has held it in 6 quarters since. The position peaked at $234K in Q2 2025. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Leavell Investment Management held 1,977 shares of iShares S&P Mid-Cap 400 Growth ETF worth $232K as of Q2 2026.
iShares S&P Mid-Cap 400 Growth ETF was a new Leavell Investment Management position in Q2 2026.
iShares S&P Mid-Cap 400 Growth ETF made up 0.01% of Leavell Investment Management's portfolio in Q2 2026, its #587 holding.
Leavell Investment Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2024 and has held it in 6 quarters since.
Leavell Investment Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $234K in Q2 2025.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.