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

Modera Wealth 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	$876K	Sell	7,457 -437	-6%	-$48.5K	0.01%	370
2026 Q1	$794K	Sell	7,894 -1,417	-15%	-$146K	0.01%	359
2025 Q4	$902K	Sell	9,311 -255	-3%	-$24.6K	0.01%	348
2025 Q3	$917K	Sell	9,566 -444	-4%	-$41.8K	0.01%	352
2025 Q2	$911K	Sell	10,010 -169	-2%	-$14.5K	0.01%	344
2025 Q1	$848K	Buy	10,179 +605	+6%	+$54.5K	0.01%	344
2024 Q4	$871K	Buy	9,574 +459	+5%	+$43.2K	0.01%	352
2024 Q3	$838K	Buy	9,115 +1,116	+14%	+$99.8K	0.01%	336
2024 Q2	$705K	Buy	7,999 +3,784	+90%	+$334K	0.01%	339
2024 Q1	$385K	Sell	4,215 -336	-7%	-$28K	0.01%	432
2023 Q4	$361K	Sell	4,551 -175	-4%	-$12.8K	0.01%	433
2023 Q3	$341K	Sell	4,726 -335	-7%	-$25.3K	0.01%	426
2023 Q2	$380K	Buy	5,061 +1,787	+55%	+$128K	0.01%	426
2023 Q1	$234K	Hold	3,274	–	–	0.01%	316
2022 Q4	$224K	Sell	3,274 -36	-1%	-$2.47K	0.01%	320
2022 Q3	$209K	Sell	3,310 -516	-13%	-$35.6K	0.01%	298
2022 Q2	$244K	Buy	3,826 +333	+10%	+$23.4K	0.01%	287
2022 Q1	$270K	Sell	3,493 -159	-4%	-$12.3K	0.01%	300
2021 Q4	$311K	Sell	3,652 -363	-9%	-$30.4K	0.01%	397
2021 Q3	$318K	Buy	4,015 +467	+13%	+$37.9K	0.02%	196
2021 Q2	$287K	Hold	3,548	–	–	0.02%	185
2021 Q1	$278K	Hold	3,548	–	–	0.02%	181
2020 Q4	$257K	Sell	3,548 -64	-2%	-$4.27K	0.02%	199
2020 Q3	$216K	Sell	3,612 -200	-5%	-$11.9K	0.03%	148
2020 Q2	$213K	Buy	+3,812	New	+$198K	0.03%	146

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

Modera Wealth Management's IJK Position: Q2 2026 in Review

Modera Wealth Management reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 5.5% in Q2 2026, selling an estimated $48.5K and leaving 7,457 shares worth $876K. The position accounts for 0.01% of the portfolio, ranked #370.

Modera Wealth Management first reported a position in IJK in Q2 2020 and has held it in 25 quarters since. The position peaked at $917K in Q3 2025. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Modera Wealth Management held 7,457 shares of iShares S&P Mid-Cap 400 Growth ETF worth $876K as of Q2 2026.
Modera Wealth Management sold 437 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $48.5K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #370 holding.
Modera Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2020 and has held it in 25 quarters since.
Modera Wealth Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $917K in Q3 2025.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

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