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

Moment Partners’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	$46.6M	Buy	396,412 +14,489	+4%	+$1.61M	8.39%	5
2026 Q1	$38.4M	Buy	381,923 +1,246	+0.3%	+$128K	6.86%	6
2025 Q4	$36.9M	Buy	380,677 +10,336	+3%	+$995K	7.59%	5
2025 Q3	$35.5M	Sell	370,341 -4,695	-1%	-$442K	6.28%	6
2025 Q2	$34.1M	Sell	375,036 -10,161	-3%	-$870K	6.4%	5
2025 Q1	$32.1M	Sell	385,197 -4,332	-1%	-$390K	6.36%	6
2024 Q4	$35.4M	Buy	+389,529	New	+$36.7M	6.75%	5

Other funds holding IJK

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Moment Partners's IJK Position: Q2 2026 in Review

Moment Partners increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 3.8% in Q2 2026, buying an estimated $1.61M and bringing the position to 396,412 shares worth $46.6M. The position accounts for 8.39% of the portfolio, ranked #5.

Moment Partners first reported a position in IJK in Q4 2024 and has held it in 7 quarters since. 480 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Moment Partners held 396,412 shares of iShares S&P Mid-Cap 400 Growth ETF worth $46.6M as of Q2 2026.
Moment Partners bought 14,489 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $1.61M.
iShares S&P Mid-Cap 400 Growth ETF made up 8.39% of Moment Partners's portfolio in Q2 2026, its #5 holding.
Moment Partners first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2024 and has held it in 7 quarters since.
480 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Moment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.