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

Relyea Zuckerberg Hanson’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	$288K	Buy	2,451 +3	+0.1%	+$333	0.02%	248
2026 Q1	$246K	Buy	2,448 +3	+0.1%	+$308	0.02%	238
2025 Q4	$237K	Buy	2,445 +5	+0.2%	+$481	0.02%	238
2025 Q3	$234K	Buy	2,440 +4	+0.2%	+$377	0.02%	244
2025 Q2	$222K	Sell	2,436 -989	-29%	-$84.7K	0.03%	245
2025 Q1	$285K	Buy	3,425 +4	+0.1%	+$360	0.04%	207
2024 Q4	$311K	Buy	3,421 +8	+0.2%	+$753	0.04%	198
2024 Q3	$314K	Buy	3,413 +9	+0.3%	+$805	0.05%	192
2024 Q2	$300K	Buy	+3,404	New	+$301K	0.05%	181

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

Relyea Zuckerberg Hanson's IJK Position: Q2 2026 in Review

Relyea Zuckerberg Hanson increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.12% in Q2 2026, buying an estimated $333 and bringing the position to 2,451 shares worth $288K. The position accounts for 0.02% of the portfolio, ranked #248.

Relyea Zuckerberg Hanson first reported a position in IJK in Q2 2024 and has held it in 9 quarters since. The position peaked at $314K in Q3 2024. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Relyea Zuckerberg Hanson held 2,451 shares of iShares S&P Mid-Cap 400 Growth ETF worth $288K as of Q2 2026.
Relyea Zuckerberg Hanson bought 3 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $333.
iShares S&P Mid-Cap 400 Growth ETF made up 0.02% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #248 holding.
Relyea Zuckerberg Hanson first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2024 and has held it in 9 quarters since.
Relyea Zuckerberg Hanson's iShares S&P Mid-Cap 400 Growth ETF position peaked at $314K in Q3 2024.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.