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

MassMutual Private Wealth & 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 		$1.42M Sell
12,097
-10
-0.1% -$1.11K 0.04% 221
2026
Q1 		$1.22M Sell
12,107
-575
-5% -$59.1K 0.03% 227
2025
Q4 		$1.23M Sell
12,682
-1,220
-9% -$117K 0.03% 223
2025
Q3 		$1.33M Sell
13,902
-50
-0.4% -$4.71K 0.03% 221
2025
Q2 		$1.27M Hold
13,952
– – 0.03% 224
2025
Q1 		$1.16M Sell
13,952
-233
-2% -$21K 0.03% 234
2024
Q4 		$1.29M Sell
14,185
-71
-0.5% -$6.69K 0.04% 231
2024
Q3 		$1.31M Sell
14,256
-10
-0.1% -$894 0.04% 223
2024
Q2 		$1.26M Sell
14,266
-2,530
-15% -$224K 0.04% 221
2024
Q1 		$1.53M Hold
16,796
– – 0.05% 210
2023
Q4 		$1.33M Buy
16,796
+573
+4% +$42K 0.04% 215
2023
Q3 		$1.17M Buy
16,223
+358
+2% +$27K 0.04% 216
2023
Q2 		$1.19M Sell
15,865
-1,955
-11% -$140K 0.04% 211
2023
Q1 		$1.27M Buy
17,820
+6,566
+58% +$469K 0.05% 209
2022
Q4 		$769K Sell
11,254
-9,225
-45% -$634K 0.03% 244
2022
Q3 		$1.29M Buy
20,479
+9,234
+82% +$637K 0.06% 204
2022
Q2 		$717K Hold
11,245
– – 0.03% 243
2022
Q1 		$869K Hold
11,245
– – 0.03% 239
2021
Q4 		$959K Hold
11,245
– – 0.04% 241
2021
Q3 		$890K Sell
11,245
-16
-0.1% -$1.3K 0.04% 235
2021
Q2 		$911K Buy
11,261
+8,041
+250% +$645K 0.04% 237
2021
Q1 		$252K Buy
3,220
+1,500
+87% +$116K 0.01% 324
2020
Q4 		$124K Hold
1,720
– – 0.01% 371
2020
Q3 		$103K Sell
1,720
-380
-18% -$22.6K 0.01% 370
2020
Q2 		$118K Sell
2,100
-148
-7% -$7.69K 0.01% 351
2020
Q1 		$100K Sell
2,248
-160
-7% -$8.8K 0.01% 337
2019
Q4 		$143K Buy
2,408
+340
+16% +$19.5K 0.01% 367
2019
Q3 		$116K Hold
2,068
– – 0.01% 371
2019
Q2 		$117K Sell
2,068
-60
-3% -$3.33K 0.01% 368
2019
Q1 		$117K Sell
2,128
-92
-4% -$4.86K 0.01% 371
2018
Q4 		$106K Sell
2,220
-532
-19% -$27.8K 0.01% 364
2018
Q3 		$160K Buy
2,752
+480
+21% +$27.9K 0.01% 352
2018
Q2 		$128K Buy
2,272
+1,340
+144% +$74.9K 0.01% 361
2018
Q1 		$50.9K Sell
932
-200
-18% -$11.1K ﹤0.01% 410
2017
Q4 		$61.1K Sell
1,132
-400
-26% -$21.1K 0.01% 426
2017
Q3 		$77.5K Hold
1,532
– – 0.01% 446
2017
Q2 		$75.3K Hold
1,532
– – 0.01% 415
2017
Q1 		$73.1K Buy
1,532
+932
+155% +$44K 0.01% 421
2016
Q4 		$27.3K Buy
+600
New +$26.4K ﹤0.01% 399
2016
Q2 		$25.4K Sell
600
-176
-23% -$7.29K ﹤0.01% 440
2016
Q1 		$31.5K Buy
776
+176
+29% +$6.72K ﹤0.01% 404
2015
Q4 		$24.1K Buy
+600
New +$24.6K ﹤0.01% 410
2015
Q2 		– Sell
-68
Closed -$2.92K – 777
2015
Q1 		$2.92K Buy
+68
New +$2.81K ﹤0.01% 633

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

MassMutual Private Wealth & Trust's IJK Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.08% in Q2 2026, selling an estimated $1.11K and leaving 12,097 shares worth $1.42M. The position accounts for 0.04% of the portfolio, ranked #221.

MassMutual Private Wealth & Trust first reported a position in IJK in Q1 2015 and has held it in 43 quarters since. The position peaked at $1.53M in Q1 2024. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • MassMutual Private Wealth & Trust held 12,097 shares of iShares S&P Mid-Cap 400 Growth ETF worth $1.42M as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 10 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $1.11K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.04% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #221 holding.
  • MassMutual Private Wealth & Trust first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2015 and has held it in 43 quarters since.
  • MassMutual Private Wealth & Trust's iShares S&P Mid-Cap 400 Growth ETF position peaked at $1.53M in Q1 2024.
  • 990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.