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

Mill 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	$106K	Hold	900	–	–	0.01%	126
2026 Q1	$90.6K	Hold	900	–	–	0.01%	128
2025 Q4	$87.2K	Hold	900	–	–	0.01%	127
2025 Q3	$86.3K	Hold	900	–	–	0.01%	120
2025 Q2	$81.9K	Sell	900 -300	-25%	-$25.7K	0.01%	118
2025 Q1	$99.9K	Hold	1,200	–	–	0.01%	115
2024 Q4	$109K	Hold	1,200	–	–	0.01%	119
2024 Q3	$110K	Hold	1,200	–	–	0.01%	120
2024 Q2	$106K	Hold	1,200	–	–	0.01%	117
2024 Q1	$110K	Hold	1,200	–	–	0.01%	118
2023 Q4	$95.1K	Hold	1,200	–	–	0.01%	117
2023 Q3	$86.7K	Hold	1,200	–	–	0.01%	115
2023 Q2	$90K	Hold	1,200	–	–	0.01%	121
2023 Q1	$85.8K	Sell	1,200 -4,400	-79%	-$314K	0.01%	127
2022 Q4	$382K	Buy	5,600 +4,400	+367%	+$302K	0.04%	100
2022 Q3	$76K	Buy	+1,200	New	+$82.8K	0.01%	118

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

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

Mill Capital Management held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 900 shares worth $106K. The position accounts for 0.01% of the portfolio, ranked #126.

Mill Capital Management first reported a position in IJK in Q3 2022 and has held it in 16 quarters since. The position peaked at $382K in Q4 2022. 992 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Mill Capital Management held 900 shares of iShares S&P Mid-Cap 400 Growth ETF worth $106K as of Q2 2026.
Mill Capital Management 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 0.01% of Mill Capital Management's portfolio in Q2 2026, its #126 holding.
Mill Capital Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2022 and has held it in 16 quarters since.
Mill Capital Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $382K in Q4 2022.
992 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Mill Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.