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

Richmond Investment Services’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	$205K	Sell	1,741 -1,507	-46%	-$167K	0.06%	144
2026 Q1	$327K	Buy	3,248 +1	+0%	+$103	0.05%	193
2025 Q4	$315K	Buy	3,247 +2	+0.1%	+$193	0.05%	180
2025 Q3	$311K	Sell	3,245 -635	-16%	-$59.8K	0.06%	178
2025 Q2	$353K	Buy	+3,880	New	+$332K	0.07%	157

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

Richmond Investment Services's IJK Position: Q2 2026 in Review

Richmond Investment Services reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 46% in Q2 2026, selling an estimated $167K and leaving 1,741 shares worth $205K. The position accounts for 0.06% of the portfolio, ranked #144.

Richmond Investment Services first reported a position in IJK in Q2 2025 and has held it in 5 quarters since. The position peaked at $353K in Q2 2025. 992 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Richmond Investment Services held 1,741 shares of iShares S&P Mid-Cap 400 Growth ETF worth $205K as of Q2 2026.
Richmond Investment Services sold 1,507 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $167K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.06% of Richmond Investment Services's portfolio in Q2 2026, its #144 holding.
Richmond Investment Services first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2025 and has held it in 5 quarters since.
Richmond Investment Services's iShares S&P Mid-Cap 400 Growth ETF position peaked at $353K in Q2 2025.
992 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.