Osaic Holdings
IJK icon

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

Osaic Holdings’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 		$25.5M Buy
217,369
+54,469
+33% +$6.05M 0.03% 568
2026
Q1 		$16.4M Sell
162,900
-4,362
-3% -$448K 0.02% 653
2025
Q4 		$16.2M Buy
167,262
+21,174
+14% +$2.04M 0.02% 671
2025
Q3 		$14M Sell
146,088
-1,157
-0.8% -$109K 0.02% 812
2025
Q2 		$13.4M Sell
147,245
-12,873
-8% -$1.1M 0.02% 672
2025
Q1 		$13.3M Sell
160,118
-462
-0.3% -$41.6K 0.03% 563
2024
Q4 		$14.6M Sell
160,580
-105,672
-40% -$9.95M 0.03% 506
2024
Q3 		$24.5M Sell
266,252
-99,935
-27% -$8.94M 0.06% 341
2024
Q2 		$32.3M Buy
366,187
+108,856
+42% +$9.62M 0.08% 260
2024
Q1 		$23.5M Sell
257,331
-100,761
-28% -$8.41M 0.05% 354
2023
Q4 		$28.4M Sell
358,092
-55,572
-13% -$4.08M 0.05% 362
2023
Q3 		$29.9M Sell
413,664
-15,269
-4% -$1.15M 0.04% 405
2023
Q2 		$32.2M Buy
428,933
+28,564
+7% +$2.04M 0.06% 306
2023
Q1 		$28.6M Buy
400,369
+49,454
+14% +$3.53M 0.05% 340
2022
Q4 		$24M Buy
350,915
+29,673
+9% +$2.04M 0.05% 373
2022
Q3 		$20.2M Sell
321,242
-5,304
-2% -$366K 0.05% 376
2022
Q2 		$20.8M Buy
326,546
+6,596
+2% +$463K 0.05% 376
2022
Q1 		$23.1M Sell
319,950
-397,592
-55% -$30.7M 0.04% 378
2021
Q4 		$61.2M Buy
717,542
+30,244
+4% +$2.54M 0.12% 183
2021
Q3 		$54.4M Sell
687,298
-39,091
-5% -$3.17M 0.11% 182
2021
Q2 		$58.8M Buy
726,389
+84,154
+13% +$6.75M 0.13% 169
2021
Q1 		$50.3M Buy
642,235
+127,936
+25% +$9.85M 0.12% 182
2020
Q4 		$37.1M Buy
514,299
+40,975
+9% +$2.73M 0.1% 201
2020
Q3 		$28.3M Buy
473,324
+161,856
+52% +$9.63M 0.08% 225
2020
Q2 		$17.4M Sell
311,468
-292,400
-48% -$15.2M 0.06% 296
2020
Q1 		$27M Buy
+603,868
New +$33.2M 0.11% 188

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

Osaic Holdings's IJK Position: Q2 2026 in Review

Osaic Holdings increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 33% in Q2 2026, buying an estimated $6.05M and bringing the position to 217,369 shares worth $25.5M. The position accounts for 0.03% of the portfolio, ranked #568.

Osaic Holdings first reported a position in IJK in Q1 2020 and has held it in 26 quarters since. The position peaked at $61.2M in Q4 2021. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • Osaic Holdings held 217,369 shares of iShares S&P Mid-Cap 400 Growth ETF worth $25.5M as of Q2 2026.
  • Osaic Holdings bought 54,469 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $6.05M.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.03% of Osaic Holdings's portfolio in Q2 2026, its #568 holding.
  • Osaic Holdings first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2020 and has held it in 26 quarters since.
  • Osaic Holdings's iShares S&P Mid-Cap 400 Growth ETF position peaked at $61.2M in Q4 2021.
  • 990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.