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

Money Concepts Capital’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	$958K	Buy	+8,151	New	+$905K	0.04%	315
2024 Q4	–	Sell	-22,112	Closed	-$2.03M	–	414
2024 Q3	$2.03M	Buy	22,112 +765	+4%	+$68.4K	0.15%	140
2024 Q2	$1.88M	Buy	+21,347	New	+$1.89M	0.16%	146
2024 Q1	–	Sell	-25,639	Closed	-$2.03M	–	396
2023 Q4	$2.03M	Buy	+25,639	New	+$1.88M	0.19%	131
2023 Q1	–	Sell	-10,766	Closed	-$735K	–	1665
2022 Q4	$735K	Buy	10,766 +10,252	+1,995%	+$705K	0.03%	349
2022 Q3	$32K	Buy	514 +10	+2%	+$690	﹤0.01%	808
2022 Q2	$32K	Sell	504 -8,759	-95%	-$615K	﹤0.01%	786
2022 Q1	$716K	Buy	9,263 +8,939	+2,759%	+$691K	0.04%	358
2021 Q4	$28K	Buy	+324	New	+$27.2K	﹤0.01%	632
2021 Q1	$25K	Hold	324	–	–	﹤0.01%	616
2020 Q4	$23K	Buy	+324	New	+$21.6K	﹤0.01%	570

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

Money Concepts Capital's IJK Position: Q2 2026 in Review

Money Concepts Capital opened a new position in iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2026: 8,151 shares worth $958K. The stake represents 0.04% of the portfolio and ranks #315 among its holdings. This is a return to the name: Money Concepts Capital previously reported a position in IJK as recently as Q3 2024.

Money Concepts Capital first reported a position in IJK in Q4 2020 and has held it in 11 quarters since. The position peaked at $2.03M in Q3 2024. 993 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Money Concepts Capital held 8,151 shares of iShares S&P Mid-Cap 400 Growth ETF worth $958K as of Q2 2026.
iShares S&P Mid-Cap 400 Growth ETF was a new Money Concepts Capital position in Q2 2026.
iShares S&P Mid-Cap 400 Growth ETF made up 0.04% of Money Concepts Capital's portfolio in Q2 2026, its #315 holding.
Money Concepts Capital first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2020 and has held it in 11 quarters since.
Money Concepts Capital's iShares S&P Mid-Cap 400 Growth ETF position peaked at $2.03M in Q3 2024.
993 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.