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

Midwest Trust’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	$3.96M	Sell	33,726 -142	-0.4%	-$15.8K	0.04%	228
2026 Q1	$3.41M	Sell	33,868 -894	-3%	-$91.8K	0.04%	235
2025 Q4	$3.37M	Sell	34,762 -1,633	-4%	-$157K	0.04%	237
2025 Q3	$3.49M	Sell	36,395 -871	-2%	-$82.1K	0.05%	239
2025 Q2	$3.39M	Buy	+37,266	New	+$3.19M	0.05%	233

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

Midwest Trust's IJK Position: Q2 2026 in Review

Midwest Trust reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.42% in Q2 2026, selling an estimated $15.8K and leaving 33,726 shares worth $3.96M. The position accounts for 0.04% of the portfolio, ranked #228.

Midwest Trust first reported a position in IJK in Q2 2025 and has held it in 5 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Midwest Trust held 33,726 shares of iShares S&P Mid-Cap 400 Growth ETF worth $3.96M as of Q2 2026.
Midwest Trust sold 142 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $15.8K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.04% of Midwest Trust's portfolio in Q2 2026, its #228 holding.
Midwest Trust first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2025 and has held it in 5 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.