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IJK icon

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

&Partners’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 		$6.8M Buy
57,927
+1,927
+3% +$214K 0.03% 497
2026
Q1 		$5.63M Buy
56,000
+3,375
+6% +$347K 0.03% 489
2025
Q4 		$5.09M Buy
52,625
+20,258
+63% +$1.95M 0.03% 489
2025
Q3 		$3.1M Buy
32,367
+10,709
+49% +$1.01M 0.02% 583
2025
Q2 		$1.97M Sell
21,658
-335
-2% -$28.7K 0.02% 676
2025
Q1 		$1.83M Buy
21,993
+2,718
+14% +$245K 0.02% 576
2024
Q4 		$1.78M Buy
19,275
+4,934
+34% +$465K 0.02% 547
2024
Q3 		$1.32M Buy
14,341
+3,074
+27% +$275K 0.03% 466
2024
Q2 		$993K Buy
11,267
+8,344
+285% +$738K 0.04% 354
2024
Q1 		$267K Buy
+2,923
New +$244K 0.04% 394

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

&Partners's IJK Position: Q2 2026 in Review

&Partners increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 3.4% in Q2 2026, buying an estimated $214K and bringing the position to 57,927 shares worth $6.8M. The position accounts for 0.03% of the portfolio, ranked #497.

&Partners first reported a position in IJK in Q1 2024 and has held it in 10 quarters since. 992 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • &Partners held 57,927 shares of iShares S&P Mid-Cap 400 Growth ETF worth $6.8M as of Q2 2026.
  • &Partners bought 1,927 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $214K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.03% of &Partners's portfolio in Q2 2026, its #497 holding.
  • &Partners first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2024 and has held it in 10 quarters since.
  • 992 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.