North Star Investment Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

North Star Investment 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	$20.4K	Hold	174	–	–	﹤0.01%	920
2026 Q1	$17.5K	Hold	174	–	–	﹤0.01%	916
2025 Q4	$16.9K	Hold	174	–	–	﹤0.01%	867
2025 Q3	$16.7K	Hold	174	–	–	﹤0.01%	833
2025 Q2	$15.8K	Hold	174	–	–	﹤0.01%	822
2025 Q1	$14.5K	Hold	174	–	–	﹤0.01%	799
2024 Q4	$15.8K	Hold	174	–	–	﹤0.01%	793
2024 Q3	$16K	Hold	174	–	–	﹤0.01%	762
2024 Q2	$15.3K	Hold	174	–	–	﹤0.01%	756
2024 Q1	$15.9K	Hold	174	–	–	﹤0.01%	787
2023 Q4	$13.8K	Hold	174	–	–	﹤0.01%	778
2023 Q3	$12.6K	Hold	174	–	–	﹤0.01%	798
2023 Q2	$13.1K	Hold	174	–	–	﹤0.01%	809
2023 Q1	$12.4K	Hold	174	–	–	﹤0.01%	840
2022 Q4	$11.9K	Hold	174	–	–	﹤0.01%	822
2022 Q3	$11K	Hold	174	–	–	﹤0.01%	785
2022 Q2	$11K	Hold	174	–	–	﹤0.01%	803
2022 Q1	$13K	Sell	174 -174	-50%	-$13.4K	﹤0.01%	817
2021 Q4	$30K	Hold	348	–	–	﹤0.01%	714
2021 Q3	$28K	Hold	348	–	–	﹤0.01%	693
2021 Q2	$28K	Buy	+348	New	+$27.9K	﹤0.01%	692

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

North Star Investment Management's IJK Position: Q2 2026 in Review

North Star Investment Management held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 174 shares worth $20.4K. The position accounts for ﹤0.01% of the portfolio, ranked #920.

North Star Investment Management first reported a position in IJK in Q2 2021 and has held it in 21 quarters since. The position peaked at $30K in Q4 2021. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

North Star Investment Management held 174 shares of iShares S&P Mid-Cap 400 Growth ETF worth $20.4K as of Q2 2026.
North Star Investment 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 ﹤0.01% of North Star Investment Management's portfolio in Q2 2026, its #920 holding.
North Star Investment Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2021 and has held it in 21 quarters since.
North Star Investment Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $30K in Q4 2021.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.