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

Oppenheimer & Co’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 		$3.46M Sell
29,431
-460
-2% -$51.1K 0.04% 471
2026
Q1 		$3.01M Buy
29,891
+961
+3% +$98.7K 0.04% 469
2025
Q4 		$2.8M Sell
28,930
-747
-3% -$71.9K 0.04% 450
2025
Q3 		$2.85M Buy
29,677
+1,889
+7% +$178K 0.03% 499
2025
Q2 		$2.53M Sell
27,788
-260
-0.9% -$22.3K 0.03% 507
2025
Q1 		$2.34M Sell
28,048
-4,547
-14% -$410K 0.04% 501
2024
Q4 		$2.96M Buy
32,595
+469
+1% +$44.2K 0.04% 435
2024
Q3 		$2.95M Buy
32,126
+1,843
+6% +$165K 0.05% 420
2024
Q2 		$2.67M Buy
30,283
+1,655
+6% +$146K 0.04% 444
2024
Q1 		$2.61M Buy
28,628
+395
+1% +$32.9K 0.04% 437
2023
Q4 		$2.24M Buy
28,233
+4,622
+20% +$339K 0.04% 466
2023
Q3 		$1.71M Buy
23,611
+91
+0.4% +$6.86K 0.04% 511
2023
Q2 		$1.76M Buy
23,520
+819
+4% +$58.5K 0.04% 509
2023
Q1 		$1.62M Sell
22,701
-2,894
-11% -$207K 0.03% 513
2022
Q4 		$1.75M Buy
25,595
+287
+1% +$19.7K 0.04% 482
2022
Q3 		$1.59M Sell
25,308
-1,068
-4% -$73.7K 0.04% 499
2022
Q2 		$1.68M Sell
26,376
-1,067
-4% -$74.9K 0.04% 516
2022
Q1 		$2.12M Buy
27,443
+801
+3% +$61.9K 0.04% 489
2021
Q4 		$2.27M Sell
26,642
-1,206
-4% -$101K 0.04% 481
2021
Q3 		$2.21M Sell
27,848
-1,491
-5% -$121K 0.04% 480
2021
Q2 		$2.37M Buy
29,339
+3,007
+11% +$241K 0.04% 461
2021
Q1 		$2.06M Buy
26,332
+233
+0.9% +$17.9K 0.04% 465
2020
Q4 		$1.89M Sell
26,099
-1,945
-7% -$130K 0.04% 454
2020
Q3 		$1.68M Buy
28,044
+732
+3% +$43.6K 0.04% 431
2020
Q2 		$1.53M Buy
27,312
+1,156
+4% +$60K 0.04% 440
2020
Q1 		$1.17M Sell
26,156
-620
-2% -$34.1K 0.04% 473
2019
Q4 		$1.59M Buy
26,776
+6,164
+30% +$353K 0.04% 473
2019
Q3 		$1.15M Buy
20,612
+5,700
+38% +$321K 0.03% 556
2019
Q2 		$843K Sell
14,912
-336
-2% -$18.6K 0.02% 651
2019
Q1 		$835K Buy
15,248
+368
+2% +$19.4K 0.02% 636
2018
Q4 		$712K Sell
14,880
-2,028
-12% -$106K 0.02% 628
2018
Q3 		$984K Sell
16,908
-40
-0.2% -$2.32K 0.03% 601
2018
Q2 		$952K Sell
16,948
-140
-0.8% -$7.83K 0.03% 613
2018
Q1 		$933K Buy
17,088
+492
+3% +$27.2K 0.02% 634
2017
Q4 		$896K Sell
16,596
-620
-4% -$32.7K 0.02% 648
2017
Q3 		$871K Sell
17,216
-192
-1% -$9.46K 0.02% 658
2017
Q2 		$856K Buy
17,408
+576
+3% +$28K 0.02% 650
2017
Q1 		$803K Sell
16,832
-1,664
-9% -$78.5K 0.02% 644
2016
Q4 		$842K Sell
18,496
-4
-0% -$176 0.02% 617
2016
Q3 		$808K Buy
18,500
+1,932
+12% +$84.8K 0.02% 639
2016
Q2 		$700K Buy
16,568
+1,076
+7% +$44.6K 0.02% 663
2016
Q1 		$630K Sell
15,492
-12,028
-44% -$459K 0.02% 669
2015
Q4 		$1.11M Sell
27,520
-204
-0.7% -$8.35K 0.03% 520
2015
Q3 		$1.09M Sell
27,724
-5,184
-16% -$216K 0.03% 556
2015
Q2 		$1.4M Sell
32,908
-416
-1% -$17.8K 0.04% 527
2015
Q1 		$1.43M Buy
33,324
+4,964
+18% +$206K 0.04% 518
2014
Q4 		$1.13M Buy
28,360
+1,016
+4% +$39.4K 0.03% 571
2014
Q3 		$1.03M Sell
27,344
-1,024
-4% -$39.7K 0.03% 594
2014
Q2 		$1.11M Sell
28,368
-196
-0.7% -$7.41K 0.03% 582
2014
Q1 		$1.09M Sell
28,564
-2,300
-7% -$86.6K 0.03% 566
2013
Q4 		$1.16M Buy
30,864
+1,168
+4% +$42.1K 0.04% 515
2013
Q3 		$1.03M Sell
29,696
-580
-2% -$19.7K 0.04% 520
2013
Q2 		$975K Buy
+30,276
New +$983K 0.04% 530

Other funds holding IJK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SP
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

Oppenheimer & Co's IJK Position: Q2 2026 in Review

Oppenheimer & Co reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 1.5% in Q2 2026, selling an estimated $51.1K and leaving 29,431 shares worth $3.46M. The position accounts for 0.04% of the portfolio, ranked #471.

Oppenheimer & Co first reported a position in IJK in Q2 2013 and has held it in 53 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • Oppenheimer & Co held 29,431 shares of iShares S&P Mid-Cap 400 Growth ETF worth $3.46M as of Q2 2026.
  • Oppenheimer & Co sold 460 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $51.1K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.04% of Oppenheimer & Co's portfolio in Q2 2026, its #471 holding.
  • Oppenheimer & Co first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2013 and has held it in 53 quarters since.
  • 990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Oppenheimer & Co's 13F filing for Q2 2026, filed 3 Aug 2026.