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

Rossmore Private Capital’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	$43K	Hold	366	–	–	﹤0.01%	341
2026 Q1	$36.8K	Hold	366	–	–	﹤0.01%	328
2025 Q4	$35.5K	Hold	366	–	–	﹤0.01%	330
2025 Q3	$35.1K	Buy	+366	New	+$34.5K	﹤0.01%	300

Other funds holding IJK

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PLFA

Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return

Rossmore Private Capital's IJK Position: Q2 2026 in Review

Rossmore Private Capital held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 366 shares worth $43K. The position accounts for ﹤0.01% of the portfolio, ranked #341.

Rossmore Private Capital first reported a position in IJK in Q3 2025 and has held it in 4 quarters since. 624 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Rossmore Private Capital held 366 shares of iShares S&P Mid-Cap 400 Growth ETF worth $43K as of Q2 2026.
Rossmore Private Capital 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 ﹤0.01% of Rossmore Private Capital's portfolio in Q2 2026, its #341 holding.
Rossmore Private Capital first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2025 and has held it in 4 quarters since.
624 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

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