Richards, Merrill & Peterson’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Richards, Merrill & Peterson’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	$636K	Hold	5,411	–	–	0.2%	110
2026 Q1	$544K	Sell	5,411 -1,060	-16%	-$109K	0.2%	110
2025 Q4	$627K	Hold	6,471	–	–	0.24%	98
2025 Q3	$621K	Hold	6,471	–	–	0.27%	99
2025 Q2	$589K	Hold	6,471	–	–	0.28%	91
2025 Q1	$539K	Hold	6,471	–	–	0.28%	86
2024 Q4	$588K	Buy	+6,471	New	+$609K	0.31%	83

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

Richards, Merrill & Peterson's IJK Position: Q2 2026 in Review

Richards, Merrill & Peterson held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 5,411 shares worth $636K. The position accounts for 0.2% of the portfolio, ranked #110.

Richards, Merrill & Peterson first reported a position in IJK in Q4 2024 and has held it in 7 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Richards, Merrill & Peterson held 5,411 shares of iShares S&P Mid-Cap 400 Growth ETF worth $636K as of Q2 2026.
Richards, Merrill & Peterson 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 0.2% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #110 holding.
Richards, Merrill & Peterson first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2024 and has held it in 7 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.