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

NorthRock Partners’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	–	Sell	-1,989	Closed	-$200K	–	709
2026 Q1	$200K	Buy	+1,989	New	+$204K	﹤0.01%	628
2025 Q2	–	Sell	-1,890	Closed	-$157K	–	802
2025 Q1	$157K	Hold	1,890	–	–	0.01%	590
2024 Q4	$172K	Sell	1,890 -360	-16%	-$33.9K	0.01%	576
2024 Q3	$207K	Hold	2,250	–	–	0.01%	601
2024 Q2	$198K	Buy	2,250 +93	+4%	+$8.22K	0.01%	578
2024 Q1	$197K	Hold	2,157	–	–	0.01%	581
2023 Q4	$171K	Buy	+2,157	New	+$158K	0.01%	561
2023 Q1	–	Sell	-3,785	Closed	-$259K	–	347
2022 Q4	$259K	Buy	+3,785	New	+$260K	0.03%	278
2020 Q3	–	Sell	-3,572	Closed	-$200K	–	230
2020 Q2	$200K	Buy	+3,572	New	+$186K	0.02%	199

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

NorthRock Partners's IJK Position: Q2 2026 in Review

NorthRock Partners sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2026, closing a stake of 1,989 shares — an estimated $200K sold.

NorthRock Partners first reported a position in IJK in Q2 2020 and held it in 9 quarters. The position peaked at $259K in Q4 2022. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

NorthRock Partners reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2026 after selling out during the quarter.
NorthRock Partners sold 1,989 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $200K.
NorthRock Partners first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2020 and held it in 9 quarters.
NorthRock Partners's iShares S&P Mid-Cap 400 Growth ETF position peaked at $259K in Q4 2022.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.