Matthew Hamilton Rosenberg’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Matthew Hamilton Rosenberg’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	$183K	Hold	1,554	–	–	0.03%	248
2026 Q1	$156K	Hold	1,554	–	–	0.03%	251
2025 Q4	$151K	Hold	1,554	–	–	0.03%	261
2025 Q3	$149K	Hold	1,554	–	–	0.03%	252
2025 Q2	$141K	Hold	1,554	–	–	0.03%	263
2025 Q1	$129K	Hold	1,554	–	–	0.03%	266
2024 Q4	$141K	Hold	1,554	–	–	0.04%	244
2024 Q3	$143K	Hold	1,554	–	–	0.04%	249
2024 Q2	$135K	Buy	+1,554	New	+$137K	0.04%	239
2023 Q2	–	Sell	-1,120	Closed	-$80.1K	–	977
2023 Q1	$80.1K	Hold	1,120	–	–	0.03%	356
2022 Q4	$76.5K	Hold	1,120	–	–	0.03%	358
2022 Q3	$71K	Hold	1,120	–	–	0.03%	356
2022 Q2	$72K	Hold	1,120	–	–	0.03%	368
2022 Q1	$87K	Hold	1,120	–	–	0.03%	337
2021 Q4	$95K	Sell	1,120 -256	-19%	-$21.5K	0.03%	310
2021 Q3	$109K	Buy	1,376 +1,120	+438%	+$90.9K	0.04%	271
2021 Q2	$21K	Hold	256	–	–	0.01%	461
2021 Q1	$20K	Hold	256	–	–	0.01%	445
2020 Q4	$18K	Hold	256	–	–	0.01%	432
2020 Q3	$15K	Hold	256	–	–	0.01%	425
2020 Q2	$14K	Buy	+256	New	+$13.3K	0.01%	451

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

Matthew Hamilton Rosenberg's IJK Position: Q2 2026 in Review

Matthew Hamilton Rosenberg held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 1,554 shares worth $183K. The position accounts for 0.03% of the portfolio, ranked #248.

Matthew Hamilton Rosenberg first reported a position in IJK in Q2 2020 and has held it in 21 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Matthew Hamilton Rosenberg held 1,554 shares of iShares S&P Mid-Cap 400 Growth ETF worth $183K as of Q2 2026.
Matthew Hamilton Rosenberg 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 0.03% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #248 holding.
Matthew Hamilton Rosenberg first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2020 and has held it in 21 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.