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

NBC Securities’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	$254K	Sell	2,162 -1	-0%	-$111	0.02%	764
2026 Q1	$218K	Sell	2,163 -1,166	-35%	-$120K	0.02%	812
2025 Q4	$323K	Buy	3,329 +228	+7%	+$22K	0.02%	656
2025 Q3	$297K	Hold	3,101	–	–	0.02%	688
2025 Q2	$282K	Hold	3,101	–	–	0.02%	702
2025 Q1	$258K	Buy	3,101 +3,098	+103,267%	+$279K	0.02%	684
2024 Q4	$281	Sell	3 -3,242	-100%	-$305K	0.03%	636
2024 Q3	$298K	Hold	3,245	–	–	0.03%	651
2024 Q2	$285K	Sell	3,245 -150	-4%	-$13.3K	0.03%	628
2024 Q1	$319K	Buy	3,395 +1	+0%	+$83	0.03%	578
2023 Q4	$268K	Hold	3,394	–	–	0.03%	630
2023 Q3	$245K	Buy	+3,394	New	+$256K	0.03%	616

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

NBC Securities's IJK Position: Q2 2026 in Review

NBC Securities reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.05% in Q2 2026, selling an estimated $111 and leaving 2,162 shares worth $254K. The position accounts for 0.02% of the portfolio, ranked #764.

NBC Securities first reported a position in IJK in Q3 2023 and has held it in 12 quarters since. The position peaked at $323K in Q4 2025. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

NBC Securities held 2,162 shares of iShares S&P Mid-Cap 400 Growth ETF worth $254K as of Q2 2026.
NBC Securities sold 1 iShares S&P Mid-Cap 400 Growth ETF share in Q2 2026, an estimated $111.
iShares S&P Mid-Cap 400 Growth ETF made up 0.02% of NBC Securities's portfolio in Q2 2026, its #764 holding.
NBC Securities first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2023 and has held it in 12 quarters since.
NBC Securities's iShares S&P Mid-Cap 400 Growth ETF position peaked at $323K in Q4 2025.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.