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

Private Management Group’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	$842K	Hold	7,165	–	–	0.02%	219
2026 Q1	$721K	Hold	7,165	–	–	0.02%	215
2025 Q4	$694K	Hold	7,165	–	–	0.02%	210
2025 Q3	$687K	Hold	7,165	–	–	0.02%	203
2025 Q2	$652K	Hold	7,165	–	–	0.02%	194
2025 Q1	$597K	Hold	7,165	–	–	0.02%	153
2024 Q4	$652K	Hold	7,165	–	–	0.02%	151
2024 Q3	$659K	Hold	7,165	–	–	0.02%	150
2024 Q2	$631K	Sell	7,165 -648	-8%	-$57.3K	0.02%	151
2024 Q1	$713K	Hold	7,813	–	–	0.03%	152
2023 Q4	$619K	Hold	7,813	–	–	0.02%	152
2023 Q3	$564K	Buy	7,813 +444	+6%	+$33.5K	0.02%	143
2023 Q2	$553K	Buy	7,369 +81	+1%	+$5.78K	0.02%	142
2023 Q1	$521K	Hold	7,288	–	–	0.02%	145
2022 Q4	$498K	Hold	7,288	–	–	0.02%	147
2022 Q3	$459K	Sell	7,288 -88	-1%	-$6.08K	0.02%	145
2022 Q2	$470K	Hold	7,376	–	–	0.02%	133
2022 Q1	$570K	Hold	7,376	–	–	0.02%	119
2021 Q4	$629K	Hold	7,376	–	–	0.03%	119
2021 Q3	$584K	Hold	7,376	–	–	0.02%	116
2021 Q2	$597K	Hold	7,376	–	–	0.03%	112
2021 Q1	$578K	Hold	7,376	–	–	0.03%	104
2020 Q4	$533K	Hold	7,376	–	–	0.03%	109
2020 Q3	$441K	Hold	7,376	–	–	0.03%	104
2020 Q2	$413K	Hold	7,376	–	–	0.03%	105
2020 Q1	$329K	Hold	7,376	–	–	0.03%	107
2019 Q4	$439K	Sell	7,376 -2,000	-21%	-$115K	0.02%	115
2019 Q3	$525K	Hold	9,376	–	–	0.03%	108
2019 Q2	$530K	Sell	9,376 -256	-3%	-$14.2K	0.03%	110
2019 Q1	$528K	Buy	9,632 +344	+4%	+$18.2K	0.03%	108
2018 Q4	$444K	Hold	9,288	–	–	0.02%	108
2018 Q3	$541K	Buy	+9,288	New	+$539K	0.03%	107

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

Private Management Group's IJK Position: Q2 2026 in Review

Private Management Group held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 7,165 shares worth $842K. The position accounts for 0.02% of the portfolio, ranked #219.

Private Management Group first reported a position in IJK in Q3 2018 and has held it in 32 quarters since. 992 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Private Management Group held 7,165 shares of iShares S&P Mid-Cap 400 Growth ETF worth $842K as of Q2 2026.
Private Management Group left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q2 2026.
iShares S&P Mid-Cap 400 Growth ETF made up 0.02% of Private Management Group's portfolio in Q2 2026, its #219 holding.
Private Management Group first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2018 and has held it in 32 quarters since.
992 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Private Management Group's 13F filing for Q2 2026, filed 31 Jul 2026.