Old Peak Finance’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Old Peak Finance’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	-3,280	Closed	-$330K	–	105
2026 Q1	$330K	Hold	3,280	–	–	0.19%	59
2025 Q4	$318K	Buy	+3,280	New	+$316K	0.2%	59

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

Old Peak Finance's IJK Position: Q2 2026 in Review

Old Peak Finance sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2026, closing a stake of 3,280 shares — an estimated $330K sold.

Old Peak Finance first reported a position in IJK in Q4 2025 and held it in 2 quarters. The position peaked at $330K in Q1 2026. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Old Peak Finance reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2026 after selling out during the quarter.
Old Peak Finance sold 3,280 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $330K.
Old Peak Finance first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2025 and held it in 2 quarters.
Old Peak Finance's iShares S&P Mid-Cap 400 Growth ETF position peaked at $330K in Q1 2026.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Old Peak Finance's 13F filing for Q2 2026, filed 3 Aug 2026.