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

Peachtree Investment 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	$169K	Sell	1,441 -55	-4%	-$6.11K	0.05%	109
2026 Q1	$151K	Buy	1,496 +1	+0.1%	+$103	0.06%	95
2025 Q4	$145K	Sell	1,495 -19	-1%	-$1.83K	0.05%	98
2025 Q3	$145K	Buy	1,514 +1	+0.1%	+$94	0.05%	99
2025 Q2	$138K	Buy	1,513 +1	+0.1%	+$86	0.05%	98
2025 Q1	$126K	Sell	1,512 -295	-16%	-$26.6K	0.05%	94
2024 Q4	$164K	Buy	1,807 +2	+0.1%	+$188	0.06%	82
2024 Q3	$166K	Buy	1,805 +78	+5%	+$6.97K	0.06%	86
2024 Q2	$152K	Buy	1,727 +2	+0.1%	+$177	0.06%	77
2024 Q1	$157K	Sell	1,725 -242	-12%	-$20.2K	0.06%	77
2023 Q4	$156K	Sell	1,967 -52	-3%	-$3.81K	0.06%	86
2023 Q3	$146K	Sell	2,019 -36	-2%	-$2.71K	0.07%	84
2023 Q2	$154K	Buy	2,055 +3	+0.1%	+$214	0.07%	90
2023 Q1	$147K	Sell	2,052 -277	-12%	-$19.8K	0.09%	77
2022 Q4	$159K	Buy	2,329 +3	+0.1%	+$206	0.1%	79
2022 Q3	$147K	Hold	2,326	–	–	0.1%	75
2022 Q2	$148K	Buy	2,326 +2	+0.1%	+$140	0.09%	79
2022 Q1	$180K	Sell	2,324 -192	-8%	-$14.8K	0.08%	88
2021 Q4	$215K	Sell	2,516 -235	-9%	-$19.7K	0.09%	85
2021 Q3	$218K	Sell	2,751 -200	-7%	-$16.2K	0.11%	72
2021 Q2	$239K	Buy	2,951 +3	+0.1%	+$241	0.12%	73
2021 Q1	$231K	Hold	2,948	–	–	0.13%	68
2020 Q4	$213K	Sell	2,948 -728	-20%	-$48.5K	0.12%	69
2020 Q3	$220K	Sell	3,676 -944	-20%	-$56.2K	0.15%	61
2020 Q2	$259K	Sell	4,620 -904	-16%	-$46.9K	0.21%	53
2020 Q1	$246K	Sell	5,524 -668	-11%	-$36.8K	0.25%	48
2019 Q4	$369K	Buy	6,192 +20	+0.3%	+$1.15K	0.25%	49
2019 Q3	$345K	Sell	6,172 -872	-12%	-$49K	0.27%	52
2019 Q2	$398K	Sell	7,044 -204	-3%	-$11.3K	0.31%	53
2019 Q1	$397K	Sell	7,248 -356	-5%	-$18.8K	0.33%	44
2018 Q4	$364K	Buy	+7,604	New	+$398K	0.41%	42

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

Peachtree Investment Partners's IJK Position: Q2 2026 in Review

Peachtree Investment Partners reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 3.7% in Q2 2026, selling an estimated $6.11K and leaving 1,441 shares worth $169K. The position accounts for 0.05% of the portfolio, ranked #109.

Peachtree Investment Partners first reported a position in IJK in Q4 2018 and has held it in 31 quarters since. The position peaked at $398K in Q2 2019. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Peachtree Investment Partners held 1,441 shares of iShares S&P Mid-Cap 400 Growth ETF worth $169K as of Q2 2026.
Peachtree Investment Partners sold 55 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $6.11K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.05% of Peachtree Investment Partners's portfolio in Q2 2026, its #109 holding.
Peachtree Investment Partners first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2018 and has held it in 31 quarters since.
Peachtree Investment Partners's iShares S&P Mid-Cap 400 Growth ETF position peaked at $398K in Q2 2019.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Peachtree Investment Partners's 13F filing for Q2 2026, filed 6 Aug 2026.