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

Pinkerton Retirement Specialists’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 		$185M Buy
+1,835,243
New +$204M 15.86% 3
2024
Q4 		– Sell
-249,759
Closed -$23M – 143
2024
Q3 		$23M Sell
249,759
-140,320
-36% -$12.5M 3.34% 9
2024
Q2 		$34.4M Buy
390,079
+385,228
+7,941% +$34.1M 5.28% 5
2024
Q1 		$443K Sell
4,851
-344,264
-99% -$28.7M 0.07% 100
2023
Q4 		$27.7M Buy
349,115
+239,673
+219% +$17.6M 5.33% 5
2023
Q3 		$7.91M Buy
109,442
+38,933
+55% +$2.94M 1.72% 13
2023
Q2 		$5.29M Sell
70,509
-14,795
-17% -$1.06M 1.04% 18
2023
Q1 		$6.1M Buy
+85,304
New +$6.09M 1.14% 16

Other funds holding IJK

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
MP
Moment Partners San Francisco, California $555M AUM 26.86% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Pinkerton Retirement Specialists's IJK Position: Q2 2026 in Review

Pinkerton Retirement Specialists opened a new position in iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2026: 1,835,243 shares worth $185M. The stake represents 15.86% of the portfolio and ranks #3 among its holdings. This is a return to the name: Pinkerton Retirement Specialists previously reported a position in IJK as recently as Q3 2024.

Pinkerton Retirement Specialists first reported a position in IJK in Q1 2023 and has held it in 8 quarters since. 480 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • Pinkerton Retirement Specialists held 1,835,243 shares of iShares S&P Mid-Cap 400 Growth ETF worth $185M as of Q2 2026.
  • iShares S&P Mid-Cap 400 Growth ETF was a new Pinkerton Retirement Specialists position in Q2 2026.
  • iShares S&P Mid-Cap 400 Growth ETF made up 15.86% of Pinkerton Retirement Specialists's portfolio in Q2 2026, its #3 holding.
  • Pinkerton Retirement Specialists first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2023 and has held it in 8 quarters since.
  • 480 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Pinkerton Retirement Specialists's 13F filing for Q2 2026, filed 30 Jul 2026.