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

Northeast 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	$400K	Hold	3,402	–	–	0.01%	156
2026 Q1	$342K	Hold	3,402	–	–	0.01%	159
2025 Q4	$330K	Hold	3,402	–	–	0.01%	159
2025 Q3	$326K	Hold	3,402	–	–	0.01%	150
2025 Q2	$310K	Hold	3,402	–	–	0.01%	154
2025 Q1	$283K	Hold	3,402	–	–	0.01%	162
2024 Q4	$309K	Hold	3,402	–	–	0.01%	159
2024 Q3	$313K	Hold	3,402	–	–	0.01%	155
2024 Q2	$300K	Hold	3,402	–	–	0.01%	159
2024 Q1	$310K	Hold	3,402	–	–	0.02%	163
2023 Q4	$270K	Hold	3,402	–	–	0.01%	165
2023 Q3	$246K	Hold	3,402	–	–	0.01%	172
2023 Q2	$255K	Hold	3,402	–	–	0.01%	167
2023 Q1	$243K	Hold	3,402	–	–	0.01%	163
2022 Q4	$232K	Buy	3,402 +146	+4%	+$10K	0.01%	163
2022 Q3	$205K	Hold	3,256	–	–	0.01%	168
2022 Q2	$208K	Hold	3,256	–	–	0.01%	175
2022 Q1	$252K	Buy	+3,256	New	+$252K	0.01%	186

Other funds holding IJK

DADC

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

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

HCM

Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

BBES

Buffalo Business & Estate Services Orchard Park, New York $793M AUM

Northeast Investment Management's IJK Position: Q2 2026 in Review

Northeast Investment Management held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 3,402 shares worth $400K. The position accounts for 0.01% of the portfolio, ranked #156.

Northeast Investment Management first reported a position in IJK in Q1 2022 and has held it in 18 quarters since. 344 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Northeast Investment Management held 3,402 shares of iShares S&P Mid-Cap 400 Growth ETF worth $400K as of Q2 2026.
Northeast 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 Northeast Investment Management's portfolio in Q2 2026, its #156 holding.
Northeast Investment Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2022 and has held it in 18 quarters since.
344 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Northeast Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.