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

Montis Financial’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	$825K	Hold	7,024	–	–	0.17%	73
2026 Q1	$707K	Buy	7,024 +1,778	+34%	+$183K	0.15%	75
2025 Q4	$508K	Buy	5,246 +19	+0.4%	+$1.83K	0.1%	96
2025 Q3	$501K	Buy	+5,227	New	+$492K	0.12%	104

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

Montis Financial's IJK Position: Q2 2026 in Review

Montis Financial held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 7,024 shares worth $825K. The position accounts for 0.17% of the portfolio, ranked #73.

Montis Financial first reported a position in IJK in Q3 2025 and has held it in 4 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Montis Financial held 7,024 shares of iShares S&P Mid-Cap 400 Growth ETF worth $825K as of Q2 2026.
Montis Financial 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 0.17% of Montis Financial's portfolio in Q2 2026, its #73 holding.
Montis Financial first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2025 and has held it in 4 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Montis Financial's 13F filing for Q2 2026, filed 6 Aug 2026.