McDonald Partners’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

McDonald Partners’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	$197K	Buy	+1,676	New	+$186K	0.05%	220
2022 Q3	–	Sell	-3,540	Closed	-$226K	–	251
2022 Q2	$226K	Hold	3,540	–	–	0.06%	267
2022 Q1	$274K	Buy	+3,540	New	+$274K	0.06%	266
2021 Q4	–	Sell	-3,300	Closed	-$261K	–	630
2021 Q3	$261K	Buy	3,300 +166	+5%	+$13.5K	0.06%	264
2021 Q2	$254K	Sell	3,134 -99	-3%	-$7.95K	0.06%	264
2021 Q1	$253K	Hold	3,233	–	–	0.07%	250
2020 Q4	$233K	Buy	+3,233	New	+$216K	0.07%	247

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

McDonald Partners's IJK Position: Q2 2026 in Review

McDonald Partners opened a new position in iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2026: 1,676 shares worth $197K. The stake represents 0.05% of the portfolio and ranks #220 among its holdings. This is a return to the name: McDonald Partners previously reported a position in IJK as recently as Q2 2022.

McDonald Partners first reported a position in IJK in Q4 2020 and has held it in 7 quarters since. The position peaked at $274K in Q1 2022. 992 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

McDonald Partners held 1,676 shares of iShares S&P Mid-Cap 400 Growth ETF worth $197K as of Q2 2026.
iShares S&P Mid-Cap 400 Growth ETF was a new McDonald Partners position in Q2 2026.
iShares S&P Mid-Cap 400 Growth ETF made up 0.05% of McDonald Partners's portfolio in Q2 2026, its #220 holding.
McDonald Partners first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2020 and has held it in 7 quarters since.
McDonald Partners's iShares S&P Mid-Cap 400 Growth ETF position peaked at $274K in Q1 2022.
992 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.