Nicholas Hoffman & Company’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Nicholas Hoffman & Company’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	$829K	Hold	7,056	–	–	0.02%	179
2026 Q1	$710K	Hold	7,056	–	–	0.02%	195
2025 Q4	$684K	Hold	7,056	–	–	0.02%	191
2025 Q3	$677K	Hold	7,056	–	–	0.02%	186
2025 Q2	$642K	Buy	+7,056	New	+$604K	0.02%	183

Other funds holding IJK

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

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Nicholas Hoffman & Company's IJK Position: Q2 2026 in Review

Nicholas Hoffman & Company held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 7,056 shares worth $829K. The position accounts for 0.02% of the portfolio, ranked #179.

Nicholas Hoffman & Company first reported a position in IJK in Q2 2025 and has held it in 5 quarters since. 666 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Nicholas Hoffman & Company held 7,056 shares of iShares S&P Mid-Cap 400 Growth ETF worth $829K as of Q2 2026.
Nicholas Hoffman & Company 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 0.02% of Nicholas Hoffman & Company's portfolio in Q2 2026, its #179 holding.
Nicholas Hoffman & Company first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2025 and has held it in 5 quarters since.
666 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Nicholas Hoffman & Company's 13F filing for Q2 2026, filed 4 Aug 2026.