Royal Fund Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Royal Fund 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	$2.1M	Sell	17,884 -635	-3%	-$70.5K	0.18%	138
2026 Q1	$1.94M	Buy	18,519 +5,385	+41%	+$553K	0.18%	140
2025 Q4	$1.27M	Buy	13,134 +7,127	+119%	+$686K	0.12%	166
2025 Q3	$577K	Sell	6,007 -1,150	-16%	-$108K	0.07%	184
2025 Q2	$653K	Buy	7,157 +3,090	+76%	+$265K	0.06%	217
2025 Q1	$340K	Buy	4,067 +1,729	+74%	+$156K	0.04%	249
2024 Q4	$213K	Buy	2,338 +52	+2%	+$4.9K	0.02%	257
2024 Q3	$211K	Sell	2,286 -115,991	-98%	-$10.4M	0.01%	301
2024 Q2	$10.4M	Buy	+118,277	New	+$10.5M	0.84%	12
2023 Q2	–	Sell	-72,392	Closed	-$5.18M	–	285
2023 Q1	$5.18M	Buy	+72,392	New	+$5.17M	0.74%	44
2021 Q1	–	Sell	-120,901	Closed	-$8.73M	–	189
2020 Q4	$8.73M	Sell	120,901 -25,535	-17%	-$1.7M	1.85%	12
2020 Q3	$8.76M	Buy	+146,436	New	+$8.71M	2.24%	8
2017 Q4	–	Sell	-1,088	Closed	-$55K	–	665
2017 Q3	$55K	Buy	+1,088	New	+$53.6K	0.02%	163

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

Royal Fund Management's IJK Position: Q2 2026 in Review

Royal Fund Management reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 3.4% in Q2 2026, selling an estimated $70.5K and leaving 17,884 shares worth $2.1M. The position accounts for 0.18% of the portfolio, ranked #138.

Royal Fund Management first reported a position in IJK in Q3 2017 and has held it in 13 quarters since. The position peaked at $10.4M in Q2 2024. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Royal Fund Management held 17,884 shares of iShares S&P Mid-Cap 400 Growth ETF worth $2.1M as of Q2 2026.
Royal Fund Management sold 635 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $70.5K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.18% of Royal Fund Management's portfolio in Q2 2026, its #138 holding.
Royal Fund Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2017 and has held it in 13 quarters since.
Royal Fund Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $10.4M in Q2 2024.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.