MBTD
IJK icon

Mechanics Bank - Trust Department’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Mechanics Bank - Trust Department’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 		$8.3M Sell
70,649
-579
-0.8% -$64.3K 1.03% 26
2026
Q1 		$7.17M Buy
71,228
+218
+0.3% +$22.4K 0.99% 28
2025
Q4 		$6.88M Sell
71,010
-2,285
-3% -$220K 0.9% 31
2025
Q3 		$7.03M Sell
73,295
-480
-0.7% -$45.2K 0.99% 26
2025
Q2 		$6.71M Sell
73,775
-7,731
-9% -$662K 0.96% 30
2025
Q1 		$6.79M Sell
81,506
-2,620
-3% -$236K 0.93% 30
2024
Q4 		$7.65M Sell
84,126
-410
-0.5% -$38.6K 1.02% 27
2024
Q3 		$7.77M Buy
84,536
+450
+0.5% +$40.2K 1.03% 29
2024
Q2 		$7.41M Buy
84,086
+2,150
+3% +$190K 1.06% 29
2024
Q1 		$7.48M Sell
81,936
-165
-0.2% -$13.8K 1.1% 31
2023
Q4 		$6.5M Buy
82,101
+2,145
+3% +$157K 1.01% 31
2023
Q3 		$5.78M Sell
79,956
-1,850
-2% -$139K 0.96% 33
2023
Q2 		$6.14M Sell
81,806
-220
-0.3% -$15.7K 0.98% 29
2023
Q1 		$5.87M Sell
82,026
-845
-1% -$60.4K 0.99% 33
2022
Q4 		$5.66M Buy
82,871
+346
+0.4% +$23.8K 0.98% 32
2022
Q3 		$5.2M Hold
82,525
– – 0.98% 31
2022
Q2 		$5.26M Sell
82,525
-180
-0.2% -$12.6K 0.94% 34
2022
Q1 		$6.39M Sell
82,705
-115
-0.1% -$8.89K 0.99% 30
2021
Q4 		$7.06M Sell
82,820
-2,180
-3% -$183K 1.04% 26
2021
Q3 		$6.73M Sell
85,000
-2,225
-3% -$181K 1.09% 26
2021
Q2 		$7.06M Sell
87,225
-6,101
-7% -$490K 1.16% 24
2021
Q1 		$7.31M Sell
93,326
-1,405
-1% -$108K 1.26% 24
2020
Q4 		$6.84M Sell
94,731
-3,269
-3% -$218K 1.23% 24
2020
Q3 		$5.86M Sell
98,000
-26,932
-22% -$1.6M 1.16% 26
2020
Q2 		$7M Sell
124,932
-3,864
-3% -$201K 1.47% 18
2020
Q1 		$5.75M Buy
128,796
+12,068
+10% +$664K 1.4% 20
2019
Q4 		$6.95M Sell
116,728
-4,536
-4% -$260K 1.36% 19
2019
Q3 		$6.79M Sell
121,264
-2,784
-2% -$157K 1.36% 19
2019
Q2 		$7.02M Buy
124,048
+172
+0.1% +$9.54K 1.59% 16
2019
Q1 		$6.79M Sell
123,876
-80
-0.1% -$4.22K 1.55% 17
2018
Q4 		$5.93M Sell
123,956
-1,848
-1% -$96.7K 1.5% 18
2018
Q3 		$7.33M Sell
125,804
-1,692
-1% -$98.2K 1.57% 16
2018
Q2 		$7.17M Sell
127,496
-3,296
-3% -$184K 1.64% 15
2018
Q1 		$7.14M Buy
130,792
+1,420
+1% +$78.5K 1.68% 15
2017
Q4 		$6.98M Buy
129,372
+28
+0% +$1.48K 1.58% 16
2017
Q3 		$6.54M Sell
129,344
-4,532
-3% -$223K 1.56% 17
2017
Q2 		$6.58M Sell
133,876
-1,108
-0.8% -$53.9K 1.57% 17
2017
Q1 		$6.44M Sell
134,984
-14,972
-10% -$706K 1.57% 18
2016
Q4 		$6.83M Sell
149,956
-2,180
-1% -$96K 1.65% 13
2016
Q3 		$6.65M Buy
+152,136
New +$6.68M 1.62% 14

Other funds holding IJK

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Mechanics Bank - Trust Department's IJK Position: Q2 2026 in Review

Mechanics Bank - Trust Department reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.81% in Q2 2026, selling an estimated $64.3K and leaving 70,649 shares worth $8.3M. The position accounts for 1.03% of the portfolio, ranked #26.

Mechanics Bank - Trust Department first reported a position in IJK in Q3 2016 and has held it in 40 quarters since. 666 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • Mechanics Bank - Trust Department held 70,649 shares of iShares S&P Mid-Cap 400 Growth ETF worth $8.3M as of Q2 2026.
  • Mechanics Bank - Trust Department sold 579 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $64.3K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 1.03% of Mechanics Bank - Trust Department's portfolio in Q2 2026, its #26 holding.
  • Mechanics Bank - Trust Department first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2016 and has held it in 40 quarters since.
  • 666 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Mechanics Bank - Trust Department's 13F filing for Q2 2026, filed 7 Jul 2026.