MidAtlantic Capital Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

MidAtlantic Capital Management’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	$620K	Sell	5,279 -48	-0.9%	-$5.33K	0.39%	57
2026 Q1	$536K	Buy	5,327 +444	+9%	+$45.6K	0.37%	56
2025 Q4	$473K	Buy	4,883 +144	+3%	+$13.9K	0.3%	58
2025 Q3	$454K	Hold	4,739	–	–	0.31%	60
2025 Q2	$431K	Sell	4,739 -39	-0.8%	-$3.34K	0.31%	64
2025 Q1	$398K	Sell	4,778 -189	-4%	-$17K	0.31%	64
2024 Q4	$452K	Sell	4,967 -6	-0.1%	-$565	0.33%	58
2024 Q3	$457K	Buy	4,973 +538	+12%	+$48.1K	0.33%	59
2024 Q2	$391K	Buy	4,435 +598	+16%	+$52.9K	0.33%	59
2024 Q1	$350K	Buy	3,837 +64	+2%	+$5.34K	0.31%	60
2023 Q4	$299K	Buy	+3,773	New	+$277K	0.29%	64

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 22.9% 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

MidAtlantic Capital Management's IJK Position: Q2 2026 in Review

MidAtlantic Capital Management reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.9% in Q2 2026, selling an estimated $5.33K and leaving 5,279 shares worth $620K. The position accounts for 0.39% of the portfolio, ranked #57.

MidAtlantic Capital Management first reported a position in IJK in Q4 2023 and has held it in 11 quarters since. 993 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

MidAtlantic Capital Management held 5,279 shares of iShares S&P Mid-Cap 400 Growth ETF worth $620K as of Q2 2026.
MidAtlantic Capital Management sold 48 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $5.33K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.39% of MidAtlantic Capital Management's portfolio in Q2 2026, its #57 holding.
MidAtlantic Capital Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2023 and has held it in 11 quarters since.
993 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on MidAtlantic Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.