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

Pathstone 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	$12.7M	Buy	107,855 +74,847	+227%	+$8.31M	0.04%	328
2026 Q1	$3.32M	Hold	33,008	–	–	0.01%	755
2025 Q4	$3.2M	Sell	33,008 -4,685	-12%	-$451K	0.01%	782
2025 Q3	$3.61M	Buy	37,693 +3,187	+9%	+$300K	0.01%	695
2025 Q2	$3.14M	Hold	34,506	–	–	0.01%	741
2025 Q1	$2.87M	Sell	34,506 -492	-1%	-$44.3K	0.01%	791
2024 Q4	$3.18M	Sell	34,998 -2,250	-6%	-$212K	0.01%	738
2024 Q3	$3.42M	Hold	37,248	–	–	0.02%	702
2024 Q2	$3.28M	Sell	37,248 -2,305	-6%	-$204K	0.01%	692
2024 Q1	$3.61M	Buy	39,553 +1,900	+5%	+$158K	0.02%	643
2023 Q4	$2.98M	Buy	+37,653	New	+$2.76M	0.02%	587

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

Pathstone Holdings's IJK Position: Q2 2026 in Review

Pathstone Holdings increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 227% in Q2 2026, buying an estimated $8.31M and bringing the position to 107,855 shares worth $12.7M. The position accounts for 0.04% of the portfolio, ranked #328.

Pathstone Holdings first reported a position in IJK in Q4 2023 and has held it in 11 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Pathstone Holdings held 107,855 shares of iShares S&P Mid-Cap 400 Growth ETF worth $12.7M as of Q2 2026.
Pathstone Holdings bought 74,847 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $8.31M.
iShares S&P Mid-Cap 400 Growth ETF made up 0.04% of Pathstone Holdings's portfolio in Q2 2026, its #328 holding.
Pathstone Holdings first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2023 and has held it in 11 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

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