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

Montag & Associates’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 		$137K Hold
1,168
– – 0.01% 473
2026
Q1 		$118K Hold
1,168
– – 0.01% 489
2025
Q4 		$113K Sell
1,168
-80
-6% -$7.7K 0.01% 492
2025
Q3 		$120K Hold
1,248
– – 0.01% 464
2025
Q2 		$114K Hold
1,248
– – 0.01% 461
2025
Q1 		$104K Sell
1,248
-1,643
-57% -$148K 0.01% 501
2024
Q4 		$263K Hold
2,891
– – 0.01% 392
2024
Q3 		$266K Sell
2,891
-457
-14% -$40.9K 0.01% 390
2024
Q2 		$295K Hold
3,348
– – 0.01% 369
2024
Q1 		$306K Buy
3,348
+807
+32% +$67.3K 0.02% 363
2023
Q4 		$201K Buy
2,541
+441
+21% +$32.4K 0.01% 399
2023
Q3 		$152K Hold
2,100
– – 0.01% 415
2023
Q2 		$158K Hold
2,100
– – 0.01% 422
2023
Q1 		$150K Hold
2,100
– – 0.01% 418
2022
Q4 		$143K Hold
2,100
– – 0.01% 418
2022
Q3 		$132K Hold
2,100
– – 0.01% 408
2022
Q2 		$134K Hold
2,100
– – 0.01% 408
2022
Q1 		$162K Hold
2,100
– – 0.01% 413
2021
Q4 		$179K Hold
2,100
– – 0.01% 400
2021
Q3 		$166K Hold
2,100
– – 0.01% 409
2021
Q2 		$170K Hold
2,100
– – 0.01% 412
2021
Q1 		$165K Hold
2,100
– – 0.01% 412
2020
Q4 		$152K Buy
+2,100
New +$140K 0.01% 399

Other funds holding IJK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SP
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

Montag & Associates's IJK Position: Q2 2026 in Review

Montag & Associates held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 1,168 shares worth $137K. The position accounts for 0.01% of the portfolio, ranked #473.

Montag & Associates first reported a position in IJK in Q4 2020 and has held it in 23 quarters since. The position peaked at $306K in Q1 2024. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • Montag & Associates held 1,168 shares of iShares S&P Mid-Cap 400 Growth ETF worth $137K as of Q2 2026.
  • Montag & Associates 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 Montag & Associates's portfolio in Q2 2026, its #473 holding.
  • Montag & Associates first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • Montag & Associates's iShares S&P Mid-Cap 400 Growth ETF position peaked at $306K in Q1 2024.
  • 990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.