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

Legacy Private Trust’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	$748K	Hold	6,370	–	–	0.04%	185
2026 Q1	$641K	Sell	6,370 -4	-0.1%	-$411	0.04%	187
2025 Q4	$618K	Sell	6,374 -22	-0.3%	-$2.12K	0.04%	191
2025 Q3	$613K	Sell	6,396 -4	-0.1%	-$377	0.04%	183
2025 Q2	$582K	Hold	6,400	–	–	0.04%	181
2025 Q1	$533K	Hold	6,400	–	–	0.04%	183
2024 Q4	$582K	Sell	6,400 -136	-2%	-$12.8K	0.04%	177
2024 Q3	$601K	Hold	6,536	–	–	0.04%	173
2024 Q2	$576K	Hold	6,536	–	–	0.04%	167
2024 Q1	$596K	Sell	6,536 -824	-11%	-$68.7K	0.04%	164
2023 Q4	$583K	Hold	7,360	–	–	0.05%	160
2023 Q3	$532K	Hold	7,360	–	–	0.05%	168
2023 Q2	$552K	Hold	7,360	–	–	0.05%	165
2023 Q1	$526K	Hold	7,360	–	–	0.04%	168
2022 Q4	$503K	Sell	7,360 -116	-2%	-$7.97K	0.05%	173
2022 Q3	$471K	Sell	7,476 -200	-3%	-$13.8K	0.04%	171
2022 Q2	$489K	Sell	7,676 -400	-5%	-$28.1K	0.04%	168
2022 Q1	$624K	Hold	8,076	–	–	0.05%	174
2021 Q4	$689K	Hold	8,076	–	–	0.05%	172
2021 Q3	$640K	Hold	8,076	–	–	0.05%	168
2021 Q2	$654K	Sell	8,076 -204	-2%	-$16.4K	0.06%	167
2021 Q1	$649K	Sell	8,280 -88	-1%	-$6.78K	0.06%	161
2020 Q4	$604K	Hold	8,368	–	–	0.06%	161
2020 Q3	$500K	Buy	8,368 +572	+7%	+$34K	0.05%	161
2020 Q2	$437K	Hold	7,796	–	–	0.05%	163
2020 Q1	$348K	Hold	7,796	–	–	0.05%	170
2019 Q4	$464K	Sell	7,796 -192	-2%	-$11K	0.05%	176
2019 Q3	$447K	Buy	7,988 +868	+12%	+$48.8K	0.05%	179
2019 Q2	$403K	Hold	7,120	–	–	0.05%	186
2019 Q1	$390K	Hold	7,120	–	–	0.05%	181
2018 Q4	$340K	Hold	7,120	–	–	0.04%	191
2018 Q3	$415K	Sell	7,120 -832	-10%	-$48.3K	0.05%	176
2018 Q2	$447K	Sell	7,952 -600	-7%	-$33.5K	0.05%	176
2018 Q1	$467K	Sell	8,552 -32	-0.4%	-$1.77K	0.05%	179
2017 Q4	$463K	Hold	8,584	–	–	0.05%	170
2017 Q3	$434K	Sell	8,584 -1,532	-15%	-$75.5K	0.05%	181
2017 Q2	$497K	Sell	10,116 -2,120	-17%	-$103K	0.06%	171
2017 Q1	$584K	Hold	12,236	–	–	0.08%	170
2016 Q4	$557K	Sell	12,236 -56	-0.5%	-$2.47K	0.08%	176
2016 Q3	$537K	Hold	12,292	–	–	0.07%	172
2016 Q2	$520K	Sell	12,292 -3,820	-24%	-$158K	0.08%	162
2016 Q1	$655K	Sell	16,112 -5,132	-24%	-$196K	0.1%	161
2015 Q4	$855K	Sell	21,244 -35,624	-63%	-$1.46M	0.13%	142
2015 Q3	$2.23M	Sell	56,868 -520	-0.9%	-$21.7K	0.35%	82
2015 Q2	$2.43M	Buy	57,388 +2,012	+4%	+$86.2K	0.37%	80
2015 Q1	$2.38M	Sell	55,376 -21,452	-28%	-$888K	0.35%	84
2014 Q4	$3.07M	Buy	76,828 +1,188	+2%	+$46.1K	0.45%	62
2014 Q3	$2.86M	Sell	75,640 -8,620	-10%	-$334K	0.44%	65
2014 Q2	$3.31M	Sell	84,260 -3,920	-4%	-$148K	0.51%	54
2014 Q1	$3.37M	Hold	88,180	–	–	0.59%	47
2013 Q4	$3.31M	Sell	88,180 -20,244	-19%	-$730K	0.61%	45
2013 Q3	$3.77M	Sell	108,424 -16,928	-14%	-$576K	0.8%	34
2013 Q2	$4.04M	Buy	+125,352	New	+$4.07M	0.95%	26

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

Legacy Private Trust's IJK Position: Q2 2026 in Review

Legacy Private Trust held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 6,370 shares worth $748K. The position accounts for 0.04% of the portfolio, ranked #185.

Legacy Private Trust first reported a position in IJK in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.04M in Q2 2013. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Legacy Private Trust held 6,370 shares of iShares S&P Mid-Cap 400 Growth ETF worth $748K as of Q2 2026.
Legacy Private Trust 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 0.04% of Legacy Private Trust's portfolio in Q2 2026, its #185 holding.
Legacy Private Trust first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2013 and has held it in 53 quarters since.
Legacy Private Trust's iShares S&P Mid-Cap 400 Growth ETF position peaked at $4.04M in Q2 2013.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Legacy Private Trust's 13F filing for Q2 2026, filed 21 Jul 2026.