Nalls Sherbakoff Group’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Nalls Sherbakoff Group’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	$225K	Hold	1,916	–	–	0.16%	91
2026 Q1	$193K	Hold	1,916	–	–	0.14%	102
2025 Q4	$186K	Hold	1,916	–	–	0.13%	109
2025 Q3	$184K	Sell	1,916 -260	-12%	-$24.5K	0.12%	106
2025 Q2	$198K	Hold	2,176	–	–	0.14%	101
2025 Q1	$181K	Buy	+2,176	New	+$196K	0.15%	97
2023 Q4	$190K	Hold	2,400	–	–	0.17%	85
2023 Q3	$173K	Hold	2,400	–	–	0.17%	87
2023 Q2	$166K	Hold	2,400	–	–	0.16%	91
2023 Q1	$169K	Buy	+2,400	New	+$171K	0.17%	92
2018 Q4	$115K	Buy	+2,400	New	+$126K	0.18%	70

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

Nalls Sherbakoff Group's IJK Position: Q2 2026 in Review

Nalls Sherbakoff Group held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 1,916 shares worth $225K. The position accounts for 0.16% of the portfolio, ranked #91.

Nalls Sherbakoff Group first reported a position in IJK in Q4 2018 and has held it in 11 quarters since. 993 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Nalls Sherbakoff Group held 1,916 shares of iShares S&P Mid-Cap 400 Growth ETF worth $225K as of Q2 2026.
Nalls Sherbakoff Group 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 0.16% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #91 holding.
Nalls Sherbakoff Group first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2018 and has held it in 11 quarters since.
993 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.