McCarter Private Wealth Services’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

McCarter Private Wealth Services’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	$319K	Hold	2,713	–	–	0.11%	142
2026 Q1	$273K	Hold	2,713	–	–	0.12%	141
2025 Q4	$263K	Sell	2,713 -442	-14%	-$42.6K	0.12%	139
2025 Q3	$303K	Hold	3,155	–	–	0.15%	107
2025 Q2	$287K	Buy	+3,155	New	+$270K	0.16%	100

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

McCarter Private Wealth Services's IJK Position: Q2 2026 in Review

McCarter Private Wealth Services held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 2,713 shares worth $319K. The position accounts for 0.11% of the portfolio, ranked #142.

McCarter Private Wealth Services first reported a position in IJK in Q2 2025 and has held it in 5 quarters since. 992 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

McCarter Private Wealth Services held 2,713 shares of iShares S&P Mid-Cap 400 Growth ETF worth $319K as of Q2 2026.
McCarter Private Wealth Services 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 0.11% of McCarter Private Wealth Services's portfolio in Q2 2026, its #142 holding.
McCarter Private Wealth Services first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2025 and has held it in 5 quarters since.
992 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.