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

MV Capital Management’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	$380K	Hold	3,236	–	–	0.03%	142
2026 Q1	$326K	Hold	3,236	–	–	0.03%	152
2025 Q4	$314K	Sell	3,236 -245	-7%	-$23.6K	0.03%	151
2025 Q3	$334K	Hold	3,481	–	–	0.03%	143
2025 Q2	$317K	Sell	3,481 -295	-8%	-$25.3K	0.03%	144
2025 Q1	$314K	Buy	3,776 +1,144	+43%	+$103K	0.03%	144
2024 Q4	$239K	Hold	2,632	–	–	0.03%	158
2024 Q3	$242K	Hold	2,632	–	–	0.03%	158
2024 Q2	$232K	Hold	2,632	–	–	0.03%	156
2024 Q1	$240K	Hold	2,632	–	–	0.03%	155
2023 Q4	$209K	Sell	2,632 -298	-10%	-$21.9K	0.03%	160
2023 Q3	$212K	Buy	2,930 +258	+10%	+$19.5K	0.03%	151
2023 Q2	$200K	Sell	2,672 -2,729	-51%	-$195K	0.03%	154
2023 Q1	$386K	Buy	5,401 +5,315	+6,180%	+$380K	0.05%	117
2022 Q4	$5.87K	Sell	86 -315	-79%	-$21.7K	﹤0.01%	535
2022 Q3	$25K	Hold	401	–	–	﹤0.01%	301
2022 Q2	$26K	Hold	401	–	–	﹤0.01%	292
2022 Q1	$31K	Buy	401 +315	+366%	+$24.3K	﹤0.01%	276
2021 Q4	$7K	Hold	86	–	–	﹤0.01%	535
2021 Q3	$7K	Hold	86	–	–	﹤0.01%	513
2021 Q2	$7K	Hold	86	–	–	﹤0.01%	433
2021 Q1	$7K	Hold	86	–	–	﹤0.01%	265
2020 Q4	$6K	Buy	+86	New	+$5.74K	﹤0.01%	263
2020 Q3	–	Sell	-2,288	Closed	-$128K	–	277
2020 Q2	$128K	Sell	2,288 -61,572	-96%	-$3.2M	0.03%	111
2020 Q1	$2.85M	Sell	63,860 -1,468	-2%	-$80.8K	0.74%	24
2019 Q4	$3.89M	Buy	65,328 +1,096	+2%	+$62.8K	0.84%	28
2019 Q3	$3.6M	Sell	64,232 -236	-0.4%	-$13.3K	0.82%	27
2019 Q2	$3.65M	Buy	64,468 +1,692	+3%	+$93.8K	0.84%	27
2019 Q1	$3.44M	Sell	62,776 -256	-0.4%	-$13.5K	0.83%	25
2018 Q4	$3.01M	Sell	63,032 -1,956	-3%	-$102K	0.84%	25
2018 Q3	$3.78M	Sell	64,988 -15,936	-20%	-$925K	0.94%	23
2018 Q2	$4.55M	Sell	80,924 -648	-0.8%	-$36.2K	1.18%	22
2018 Q1	$4.45M	Buy	81,572 +13,844	+20%	+$765K	1.18%	20
2017 Q4	$3.65M	Sell	67,728 -384	-0.6%	-$20.2K	0.99%	25
2017 Q3	$3.45M	Buy	68,112 +2,528	+4%	+$125K	0.97%	25
2017 Q2	$3.22M	Buy	65,584 +2,788	+4%	+$136K	0.95%	24
2017 Q1	$3M	Buy	62,796 +14,096	+29%	+$665K	0.94%	24
2016 Q4	$2.22M	Buy	48,700 +9,180	+23%	+$404K	0.8%	25
2016 Q3	$1.73M	Sell	39,520 -15,048	-28%	-$660K	0.63%	25
2016 Q2	$2.31M	Buy	54,568 +14,728	+37%	+$610K	0.84%	18
2016 Q1	$1.62M	Sell	39,840 -69,500	-64%	-$2.65M	0.66%	21
2015 Q4	$4.4M	Buy	109,340 +11,004	+11%	+$450K	1.73%	14
2015 Q3	$3.86M	Buy	98,336 +7,216	+8%	+$301K	1.76%	12
2015 Q2	$3.86M	Buy	91,120 +53,764	+144%	+$2.3M	1.57%	17
2015 Q1	$1.6M	Buy	37,356 +5,252	+16%	+$217K	0.67%	30
2014 Q4	$1.28M	Buy	+32,104	New	+$1.25M	0.58%	31

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

Moment Partners San Francisco, California $555M AUM 26.86% 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

MV Capital Management's IJK Position: Q2 2026 in Review

MV Capital Management held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 3,236 shares worth $380K. The position accounts for 0.03% of the portfolio, ranked #142.

MV Capital Management first reported a position in IJK in Q4 2014 and has held it in 46 quarters since. The position peaked at $4.55M in Q2 2018. 480 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

MV Capital Management held 3,236 shares of iShares S&P Mid-Cap 400 Growth ETF worth $380K as of Q2 2026.
MV Capital Management 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 0.03% of MV Capital Management's portfolio in Q2 2026, its #142 holding.
MV Capital Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2014 and has held it in 46 quarters since.
MV Capital Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $4.55M in Q2 2018.
480 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.