Morton Brown Family Wealth’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Morton Brown Family Wealth’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	$1.88K	Hold	16	–	–	﹤0.01%	266
2026 Q1	$1.61K	Hold	16	–	–	﹤0.01%	258
2025 Q4	$1.55K	Hold	16	–	–	﹤0.01%	263
2025 Q3	$1.53K	Hold	16	–	–	﹤0.01%	246
2025 Q2	$1.46K	Sell	16 -77	-83%	-$6.59K	﹤0.01%	287
2025 Q1	$7.75K	Hold	93	–	–	﹤0.01%	207
2024 Q4	$8.46K	Hold	93	–	–	﹤0.01%	183
2024 Q3	$8.55K	Buy	+93	New	+$8.32K	﹤0.01%	174

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

Morton Brown Family Wealth's IJK Position: Q2 2026 in Review

Morton Brown Family Wealth held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 16 shares worth $1.88K. The position accounts for ﹤0.01% of the portfolio, ranked #266.

Morton Brown Family Wealth first reported a position in IJK in Q3 2024 and has held it in 8 quarters since. The position peaked at $8.55K in Q3 2024. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Morton Brown Family Wealth held 16 shares of iShares S&P Mid-Cap 400 Growth ETF worth $1.88K as of Q2 2026.
Morton Brown Family Wealth 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 Morton Brown Family Wealth's portfolio in Q2 2026, its #266 holding.
Morton Brown Family Wealth first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2024 and has held it in 8 quarters since.
Morton Brown Family Wealth's iShares S&P Mid-Cap 400 Growth ETF position peaked at $8.55K in Q3 2024.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.