Mather Group’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $806K | Buy |
6,856
+201
| +3% | +$22.3K | 0.01% | 423 |
|
|
2026
Q1 | $670K | Buy |
6,655
+303
| +5% | +$31.1K | 0.01% | 425 |
|
|
2025
Q4 | $615K | Buy |
6,352
+51
| +0.8% | +$4.91K | 0.01% | 368 |
|
|
2025
Q3 | $604K | Hold |
6,301
| – | – | 0.01% | 368 |
|
|
2025
Q2 | $573K | Sell |
6,301
-50
| -0.8% | -$4.28K | 0.01% | 368 |
|
|
2025
Q1 | $529K | Buy |
6,351
+1,486
| +31% | +$134K | 0.01% | 369 |
|
|
2024
Q4 | $442K | Hold |
4,865
| – | – | 0.01% | 387 |
|
|
2024
Q3 | $447K | Buy |
4,865
+381
| +8% | +$34.1K | 0.01% | 389 |
|
|
2024
Q2 | $409K | Buy |
4,484
+1,311
| +41% | +$116K | 0.01% | 459 |
|
|
2024
Q1 | $251K | Hold |
3,173
| – | – | ﹤0.01% | 477 |
|
|
2023
Q4 | $251K | Sell |
3,173
-768
| -19% | -$56.4K | ﹤0.01% | 492 |
|
|
2023
Q3 | $285K | Sell |
3,941
-44
| -1% | -$3.32K | 0.01% | 450 |
|
|
2023
Q2 | $299K | Sell |
3,985
-1,125
| -22% | -$80.3K | ﹤0.01% | 459 |
|
|
2023
Q1 | $365K | Sell |
5,110
-29
| -0.6% | -$2.07K | 0.01% | 365 |
|
|
2022
Q4 | $351K | Buy |
5,139
+14
| +0.3% | +$962 | 0.01% | 362 |
|
|
2022
Q3 | $323K | Sell |
5,125
-703
| -12% | -$48.5K | 0.01% | 359 |
|
|
2022
Q2 | $371K | Buy |
+5,828
| New | +$409K | 0.01% | 276 |
|
|
2021
Q2 | – | Sell |
-3,258
| Closed | -$255K | – | 291 |
|
|
2021
Q1 | $255K | Sell |
3,258
-344
| -10% | -$26.5K | 0.01% | 225 |
|
|
2020
Q4 | $260K | Sell |
3,602
-258
| -7% | -$17.2K | 0.01% | 200 |
|
|
2020
Q3 | $231K | Sell |
3,860
-76
| -2% | -$4.52K | 0.01% | 212 |
|
|
2020
Q2 | $220K | Sell |
3,936
-828
| -17% | -$43K | 0.01% | 193 |
|
|
2020
Q1 | $212K | Sell |
4,764
-700
| -13% | -$38.5K | 0.01% | 130 |
|
|
2019
Q4 | $325K | Sell |
5,464
-300
| -5% | -$17.2K | 0.02% | 121 |
|
|
2019
Q3 | $323K | Sell |
5,764
-156
| -3% | -$8.77K | 0.02% | 64 |
|
|
2019
Q2 | $335K | Sell |
5,920
-112
| -2% | -$6.21K | 0.03% | 57 |
|
|
2019
Q1 | $330K | Sell |
6,032
-664
| -10% | -$35K | 0.03% | 57 |
|
|
2018
Q4 | $320K | Buy |
6,696
+300
| +5% | +$15.7K | 0.03% | 64 |
|
|
2018
Q3 | $373K | Sell |
6,396
-7,288
| -53% | -$423K | 0.03% | 49 |
|
|
2018
Q2 | $769K | Sell |
13,684
-2,784
| -17% | -$156K | 0.08% | 46 |
|
|
2018
Q1 | $899K | Buy |
16,468
+1,532
| +10% | +$84.7K | 0.09% | 30 |
|
|
2017
Q4 | $806K | Sell |
14,936
-444
| -3% | -$23.4K | 0.09% | 30 |
|
|
2017
Q3 | $778K | Buy |
15,380
+636
| +4% | +$31.4K | 0.09% | 33 |
|
|
2017
Q2 | $725K | Buy |
14,744
+568
| +4% | +$27.6K | 0.1% | 35 |
|
|
2017
Q1 | $677K | Buy |
14,176
+976
| +7% | +$46K | 0.1% | 36 |
|
|
2016
Q4 | $601K | Buy |
13,200
+504
| +4% | +$22.2K | 0.11% | 35 |
|
|
2016
Q3 | $555K | Buy |
12,696
+612
| +5% | +$26.9K | 0.1% | 24 |
|
|
2016
Q2 | $511K | Buy |
12,084
+536
| +5% | +$22.2K | 0.1% | 24 |
|
|
2016
Q1 | $469K | Buy |
11,548
+628
| +6% | +$24K | 0.1% | 25 |
|
|
2015
Q4 | $439K | Buy |
10,920
+4,448
| +69% | +$182K | 0.1% | 25 |
|
|
2015
Q3 | $254K | Buy |
6,472
+1,768
| +38% | +$73.8K | 0.07% | 26 |
|
|
2015
Q2 | $202K | Hold |
4,704
| – | – | 0.05% | 29 |
|
|
2015
Q1 | $202K | Buy |
+4,704
| New | +$195K | 0.05% | 29 |
|
|
2014
Q1 | – | Sell |
-9,888
| Closed | -$371K | – | 26 |
|
|
2013
Q4 | $371K | Buy |
+9,888
| New | +$357K | 0.14% | 21 |
|
Other funds holding IJK
SP
PRS
Mather Group's IJK Position: Q2 2026 in Review
Mather Group increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 3% in Q2 2026, buying an estimated $22.3K and bringing the position to 6,856 shares worth $806K. The position accounts for 0.01% of the portfolio, ranked #423.
Mather Group first reported a position in IJK in Q4 2013 and has held it in 43 quarters since. The position peaked at $899K in Q1 2018. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.
- Mather Group held 6,856 shares of iShares S&P Mid-Cap 400 Growth ETF worth $806K as of Q2 2026.
- Mather Group bought 201 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $22.3K.
- iShares S&P Mid-Cap 400 Growth ETF made up 0.01% of Mather Group's portfolio in Q2 2026, its #423 holding.
- Mather Group first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2013 and has held it in 43 quarters since.
- Mather Group's iShares S&P Mid-Cap 400 Growth ETF position peaked at $899K in Q1 2018.
- 990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.
Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.