Matrix Private Capital Group’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Matrix Private Capital Group’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	$27K	Sell	230 -4	-2%	-$444	0.01%	127
2026 Q1	$23.5K	Buy	234 +4	+2%	+$411	0.01%	126
2025 Q4	$22.3K	Buy	230 +70	+44%	+$6.74K	0.01%	123
2025 Q3	$15.3K	Hold	160	–	–	0.01%	124
2025 Q2	$14.6K	Hold	160	–	–	0.01%	125
2025 Q1	$13.3K	Hold	160	–	–	0.01%	136
2024 Q4	$14.5K	Hold	160	–	–	0.01%	146
2024 Q3	$14.7K	Hold	160	–	–	0.01%	148
2024 Q2	$14.1K	Hold	160	–	–	0.01%	148
2024 Q1	$14.6K	Hold	160	–	–	0.01%	143
2023 Q4	$12.7K	Hold	160	–	–	0.01%	140
2023 Q3	$11.6K	Hold	160	–	–	0.01%	159
2023 Q2	$12K	Hold	160	–	–	0.01%	163
2023 Q1	$11.4K	Hold	160	–	–	0.01%	185
2022 Q4	$10.9K	Hold	160	–	–	0.01%	182
2022 Q3	$10K	Hold	160	–	–	0.01%	184
2022 Q2	$10K	Hold	160	–	–	0.01%	225
2022 Q1	$12K	Hold	160	–	–	0.01%	242
2021 Q4	$14K	Hold	160	–	–	0.01%	248
2021 Q3	$13K	Hold	160	–	–	0.01%	229
2021 Q2	$13K	Hold	160	–	–	0.01%	229
2021 Q1	$13K	Hold	160	–	–	0.01%	224
2020 Q4	$12K	Hold	160	–	–	0.01%	211
2020 Q3	$10K	Hold	160	–	–	0.01%	162
2020 Q2	$9K	Buy	160 +52	+48%	+$2.7K	0.01%	157
2020 Q1	$5K	Hold	108	–	–	0.01%	150
2019 Q4	$6K	Buy	+108	New	+$6.19K	0.01%	192

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

Matrix Private Capital Group's IJK Position: Q2 2026 in Review

Matrix Private Capital Group reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 1.7% in Q2 2026, selling an estimated $444 and leaving 230 shares worth $27K. The position accounts for 0.01% of the portfolio, ranked #127.

Matrix Private Capital Group first reported a position in IJK in Q4 2019 and has held it in 27 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Matrix Private Capital Group held 230 shares of iShares S&P Mid-Cap 400 Growth ETF worth $27K as of Q2 2026.
Matrix Private Capital Group sold 4 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $444.
iShares S&P Mid-Cap 400 Growth ETF made up 0.01% of Matrix Private Capital Group's portfolio in Q2 2026, its #127 holding.
Matrix Private Capital Group first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2019 and has held it in 27 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Matrix Private Capital Group's 13F filing for Q2 2026, filed 14 Aug 2026.