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

Pallas Capital Advisors’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	$1.6M	Hold	13,609	–	–	0.05%	255
2026 Q1	$1.37M	Hold	13,609	–	–	0.05%	266
2025 Q4	$1.32M	Hold	13,609	–	–	0.04%	298
2025 Q3	$1.3M	Buy	13,609 +535	+4%	+$50.4K	0.05%	280
2025 Q2	$1.19M	Sell	13,074 -194	-1%	-$16.6K	0.05%	292
2025 Q1	$1.1M	Sell	13,268 -50	-0.4%	-$4.5K	0.05%	283
2024 Q4	$1.21M	Buy	13,318 +50	+0.4%	+$4.71K	0.05%	200
2024 Q3	$1.21M	Hold	13,268	–	–	0.05%	194
2024 Q2	$1.2M	Hold	13,268	–	–	0.05%	193
2024 Q1	$1.21M	Hold	13,268	–	–	0.05%	194
2023 Q4	$1.05M	Hold	13,268	–	–	0.06%	205
2023 Q3	$904K	Hold	13,268	–	–	0.06%	184
2023 Q2	$1.02M	Hold	13,268	–	–	0.05%	158
2023 Q1	$951K	Hold	13,268	–	–	0.09%	151
2022 Q4	$940K	Hold	13,268	–	–	0.1%	155
2022 Q3	$887K	Hold	13,268	–	–	0.1%	140
2022 Q2	$904K	Hold	13,268	–	–	0.12%	122
2022 Q1	$997K	Sell	13,268 -168	-1%	-$13K	0.13%	118
2021 Q4	$1M	Buy	13,436 +168	+1%	+$14.1K	0.12%	128
2021 Q3	$1.16M	Hold	13,268	–	–	0.13%	136
2021 Q2	$1.08M	Hold	13,268	–	–	0.15%	112
2021 Q1	$1.06M	Buy	+13,268	New	+$1.02M	0.24%	72

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

Pallas Capital Advisors's IJK Position: Q2 2026 in Review

Pallas Capital Advisors held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 13,609 shares worth $1.6M. The position accounts for 0.05% of the portfolio, ranked #255.

Pallas Capital Advisors first reported a position in IJK in Q1 2021 and has held it in 22 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Pallas Capital Advisors held 13,609 shares of iShares S&P Mid-Cap 400 Growth ETF worth $1.6M as of Q2 2026.
Pallas Capital Advisors left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q2 2026.
iShares S&P Mid-Cap 400 Growth ETF made up 0.05% of Pallas Capital Advisors's portfolio in Q2 2026, its #255 holding.
Pallas Capital Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2021 and has held it in 22 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Pallas Capital Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.