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

Orleans Capital 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	$1.65M	Buy	+14,001	New	+$1.56M	0.85%	39
2026 Q1	–	Sell	-11,001	Closed	-$1.07M	–	111
2025 Q4	$1.07M	Buy	+11,001	New	+$1.06M	0.66%	45

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

Orleans Capital Management's IJK Position: Q2 2026 in Review

Orleans Capital Management opened a new position in iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2026: 14,001 shares worth $1.65M. The stake represents 0.85% of the portfolio and ranks #39 among its holdings. This is a return to the name: Orleans Capital Management previously reported a position in IJK as recently as Q4 2025.

Orleans Capital Management first reported a position in IJK in Q4 2025 and has held it in 2 quarters since. 992 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Orleans Capital Management held 14,001 shares of iShares S&P Mid-Cap 400 Growth ETF worth $1.65M as of Q2 2026.
iShares S&P Mid-Cap 400 Growth ETF was a new Orleans Capital Management position in Q2 2026.
iShares S&P Mid-Cap 400 Growth ETF made up 0.85% of Orleans Capital Management's portfolio in Q2 2026, its #39 holding.
Orleans Capital Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2025 and has held it in 2 quarters since.
992 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Orleans Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.