Parcion Private Wealth’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Parcion Private Wealth’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	$423K	Sell	3,603 -626	-15%	-$69.5K	0.02%	304
2026 Q1	$426K	Hold	4,229	–	–	0.03%	271
2025 Q4	$410K	Sell	4,229 -2,575	-38%	-$248K	0.02%	267
2025 Q3	$652K	Hold	6,804	–	–	0.04%	170
2025 Q2	$619K	Hold	6,804	–	–	0.04%	156
2025 Q1	$567K	Sell	6,804 -872	-11%	-$78.5K	0.05%	160
2024 Q4	$698K	Sell	7,676 -808	-10%	-$76.1K	0.05%	138
2024 Q3	$780K	Sell	8,484 -740	-8%	-$66.2K	0.06%	128
2024 Q2	$813K	Sell	9,224 -110	-1%	-$9.72K	0.07%	119
2024 Q1	$852K	Hold	9,334	–	–	0.08%	118
2023 Q4	$739K	Buy	9,334 +352	+4%	+$25.8K	0.07%	117
2023 Q3	$649K	Hold	8,982	–	–	0.07%	121
2023 Q2	$674K	Hold	8,982	–	–	0.07%	120
2023 Q1	$642K	Hold	8,982	–	–	0.07%	122
2022 Q4	$613K	Hold	8,982	–	–	0.07%	128
2022 Q3	$566K	Hold	8,982	–	–	0.06%	138
2022 Q2	$612K	Hold	8,982	–	–	0.06%	148
2022 Q1	$694K	Sell	8,982 -33,944	-79%	-$2.62M	0.06%	123
2021 Q4	$3.46M	Sell	42,926 -43,588	-50%	-$3.65M	0.31%	71
2021 Q3	$7.11M	Sell	86,514 -1,455	-2%	-$118K	0.63%	37
2021 Q2	$7.12M	Buy	87,969 +5	+0%	+$401	0.71%	34
2021 Q1	$6.89M	Sell	87,964 -7,511	-8%	-$579K	0.78%	28
2020 Q4	$6.89M	Sell	95,475 -5,809	-6%	-$387K	0.91%	24
2020 Q3	$6.17M	Sell	101,284 -8,164	-7%	-$486K	0.94%	21
2020 Q2	$6.21M	Sell	109,448 -192,072	-64%	-$9.98M	1.05%	20
2020 Q1	$13.5M	Buy	301,520 +124,096	+70%	+$6.83M	3.71%	6
2019 Q4	$10.6M	Buy	+177,424	New	+$10.2M	2.31%	10

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

Parcion Private Wealth's IJK Position: Q2 2026 in Review

Parcion Private Wealth reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 15% in Q2 2026, selling an estimated $69.5K and leaving 3,603 shares worth $423K. The position accounts for 0.02% of the portfolio, ranked #304.

Parcion Private Wealth first reported a position in IJK in Q4 2019 and has held it in 27 quarters since. The position peaked at $13.5M in Q1 2020. 992 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Parcion Private Wealth held 3,603 shares of iShares S&P Mid-Cap 400 Growth ETF worth $423K as of Q2 2026.
Parcion Private Wealth sold 626 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $69.5K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.02% of Parcion Private Wealth's portfolio in Q2 2026, its #304 holding.
Parcion Private Wealth first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2019 and has held it in 27 quarters since.
Parcion Private Wealth's iShares S&P Mid-Cap 400 Growth ETF position peaked at $13.5M in Q1 2020.
992 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Parcion Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.