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Robertson Stephens Wealth Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Robertson Stephens Wealth Management’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 		$539K Sell
4,587
-240
-5% -$26.7K 0.01% 427
2026
Q1 		$486K Buy
4,827
+1
+0% +$103 0.01% 426
2025
Q4 		$468K Sell
4,826
-582
-11% -$56K 0.01% 442
2025
Q3 		$519K Hold
5,408
– – 0.02% 348
2025
Q2 		$492K Hold
5,408
– – 0.02% 367
2025
Q1 		$450K Sell
5,408
-19
-0.4% -$1.71K 0.02% 380
2024
Q4 		$493K Sell
5,427
-390
-7% -$36.7K 0.02% 362
2024
Q3 		$535K Buy
5,817
+1,074
+23% +$96K 0.02% 399
2024
Q2 		$418K Buy
4,743
+157
+3% +$13.9K 0.02% 355
2024
Q1 		$418K Hold
4,586
– – 0.02% 369
2023
Q4 		$363K Sell
4,586
-996
-18% -$73.1K 0.02% 351
2023
Q3 		$405K Sell
5,582
-335
-6% -$25.3K 0.03% 336
2023
Q2 		$444K Sell
5,917
-32
-0.5% -$2.29K 0.03% 297
2023
Q1 		$425K Sell
5,949
-404
-6% -$28.9K 0.03% 310
2022
Q4 		$434K Sell
6,353
-1,934
-23% -$133K 0.04% 279
2022
Q3 		$522K Sell
8,287
-1,075
-11% -$74.2K 0.05% 215
2022
Q2 		$596K Sell
9,362
-5,884
-39% -$413K 0.06% 220
2022
Q1 		$1.18M Buy
15,246
+2,407
+19% +$186K 0.1% 163
2021
Q4 		$1.09M Buy
+12,839
New +$1.08M 0.09% 172

Other funds holding IJK

PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
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

Robertson Stephens Wealth Management's IJK Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 5% in Q2 2026, selling an estimated $26.7K and leaving 4,587 shares worth $539K. The position accounts for 0.01% of the portfolio, ranked #427.

Robertson Stephens Wealth Management first reported a position in IJK in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.18M in Q1 2022. 480 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • Robertson Stephens Wealth Management held 4,587 shares of iShares S&P Mid-Cap 400 Growth ETF worth $539K as of Q2 2026.
  • Robertson Stephens Wealth Management sold 240 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $26.7K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #427 holding.
  • Robertson Stephens Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • Robertson Stephens Wealth Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $1.18M in Q1 2022.
  • 480 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.