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IJK icon

Legacy Bridge’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Legacy Bridge’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 		$266K Buy
2,266
+104
+5% +$11.6K 0.08% 144
2026
Q1 		$218K Buy
2,162
+115
+6% +$11.8K 0.08% 140
2025
Q4 		$198K Buy
2,047
+143
+8% +$13.8K 0.08% 141
2025
Q3 		$183K Hold
1,904
– – 0.08% 145
2025
Q2 		$173K Sell
1,904
-3
-0.2% -$257 0.08% 139
2025
Q1 		$159K Buy
1,907
+180
+10% +$16.2K 0.09% 143
2024
Q4 		$157K Buy
1,727
+205
+13% +$19.3K 0.08% 146
2024
Q3 		$140K Hold
1,522
– – 0.08% 153
2024
Q2 		$134K Hold
1,522
– – 0.08% 146
2024
Q1 		$139K Buy
1,522
+62
+4% +$5.17K 0.08% 156
2023
Q4 		$116K Hold
1,460
– – 0.07% 161
2023
Q3 		$105K Hold
1,460
– – 0.08% 168
2023
Q2 		$110K Hold
1,460
– – 0.07% 167
2023
Q1 		$104K Hold
1,460
– – 0.07% 169
2022
Q4 		$99.7K Hold
1,460
– – 0.07% 166
2022
Q3 		$92K Hold
1,460
– – 0.07% 162
2022
Q2 		$93K Hold
1,460
– – 0.07% 169
2022
Q1 		$113K Hold
1,460
– – 0.07% 171
2021
Q4 		$124K Hold
1,460
– – 0.06% 169
2021
Q3 		$116K Hold
1,460
– – 0.07% 167
2021
Q2 		$118K Hold
1,460
– – 0.07% 168
2021
Q1 		$114K Hold
1,460
– – 0.07% 161
2020
Q4 		$105K Hold
1,460
– – 0.08% 161
2020
Q3 		$87K Hold
1,460
– – 0.08% 154
2020
Q2 		$82K Sell
1,460
-1,980
-58% -$103K 0.09% 152
2020
Q1 		$153K Hold
3,440
– – 0.19% 122
2019
Q4 		$205K Hold
3,440
– – 0.17% 137
2019
Q3 		$193K Hold
3,440
– – 0.18% 131
2019
Q2 		$195K Hold
3,440
– – 0.19% 130
2019
Q1 		$188K Hold
3,440
– – 0.19% 127
2018
Q4 		$164K Buy
+3,440
New +$180K 0.2% 124

Other funds holding IJK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SP
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

Legacy Bridge's IJK Position: Q2 2026 in Review

Legacy Bridge increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 4.8% in Q2 2026, buying an estimated $11.6K and bringing the position to 2,266 shares worth $266K. The position accounts for 0.08% of the portfolio, ranked #144.

Legacy Bridge first reported a position in IJK in Q4 2018 and has held it in 31 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • Legacy Bridge held 2,266 shares of iShares S&P Mid-Cap 400 Growth ETF worth $266K as of Q2 2026.
  • Legacy Bridge bought 104 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $11.6K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.08% of Legacy Bridge's portfolio in Q2 2026, its #144 holding.
  • Legacy Bridge first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2018 and has held it in 31 quarters since.
  • 990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Legacy Bridge's 13F filing for Q2 2026, filed 13 Aug 2026.