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

NewEdge Advisors’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	$12.4M	Buy	105,618 +88,065	+502%	+$9.78M	0.04%	432
2026 Q1	$1.77M	Sell	17,553 -2,002	-10%	-$206K	0.01%	1178
2025 Q4	$1.89M	Buy	19,555 +393	+2%	+$37.8K	0.01%	1100
2025 Q3	$1.84M	Buy	19,162 +2,325	+14%	+$219K	0.01%	1061
2025 Q2	$1.53M	Sell	16,837 -121	-0.7%	-$10.4K	0.01%	1059
2025 Q1	$1.41M	Buy	16,958 +218	+1%	+$19.6K	0.01%	1012
2024 Q4	$1.52M	Buy	16,740 +1,640	+11%	+$154K	0.01%	951
2024 Q3	$1.39M	Buy	15,100 +1,568	+12%	+$140K	0.01%	954
2024 Q2	$1.19M	Sell	13,532 -118	-0.9%	-$10.4K	0.01%	986
2024 Q1	$1.25M	Sell	13,650 -556	-4%	-$46.4K	0.01%	890
2023 Q4	$1.13M	Sell	14,206 -754	-5%	-$55.3K	0.01%	878
2023 Q3	$1.08M	Buy	14,960 +1,238	+9%	+$93.3K	0.01%	833
2023 Q2	$1.03M	Sell	13,722 -912	-6%	-$65.1K	0.01%	852
2023 Q1	$1.03M	Sell	14,634 -282	-2%	-$20.1K	0.01%	769
2022 Q4	$713K	Buy	14,916 +179	+1%	+$12.3K	0.02%	633
2022 Q3	$929K	Buy	14,737 +2,325	+19%	+$161K	0.02%	672
2022 Q2	$790K	Buy	+12,412	New	+$872K	0.01%	784
2022 Q1	–	Sell	-8,750	Closed	-$746K	–	1374
2021 Q4	$746K	Buy	+8,750	New	+$734K	0.01%	880
2020 Q4	–	Sell	-18,320	Closed	-$1.1M	–	1040
2020 Q3	$1.1M	Buy	18,320 +2,348	+15%	+$140K	0.04%	360
2020 Q2	$895K	Sell	15,972 -1,892	-11%	-$98.3K	0.04%	391
2020 Q1	$797K	Sell	17,864 -80	-0.4%	-$4.4K	0.04%	354
2019 Q4	$1.07M	Buy	17,944 +68	+0.4%	+$3.9K	0.04%	340
2019 Q3	$1M	Buy	+17,876	New	+$1.01M	0.04%	341
2017 Q3	–	Sell	-492	Closed	-$24.2K	–	712
2017 Q2	$24.2K	Buy	+492	New	+$23.9K	﹤0.01%	683

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

NewEdge Advisors's IJK Position: Q2 2026 in Review

NewEdge Advisors increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 502% in Q2 2026, buying an estimated $9.78M and bringing the position to 105,618 shares worth $12.4M. The position accounts for 0.04% of the portfolio, ranked #432.

NewEdge Advisors first reported a position in IJK in Q2 2017 and has held it in 24 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

NewEdge Advisors held 105,618 shares of iShares S&P Mid-Cap 400 Growth ETF worth $12.4M as of Q2 2026.
NewEdge Advisors bought 88,065 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $9.78M.
iShares S&P Mid-Cap 400 Growth ETF made up 0.04% of NewEdge Advisors's portfolio in Q2 2026, its #432 holding.
NewEdge Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2017 and has held it in 24 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.