Ruggaard & Associates’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Ruggaard & Associates’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	$1.01M	Sell	8,598 -133	-2%	-$14.8K	0.36%	41
2026 Q1	$879K	Sell	8,731 -3,108	-26%	-$319K	0.35%	44
2025 Q4	$1.15M	Sell	11,839 -543	-4%	-$52.3K	0.45%	32
2025 Q3	$1.19M	Sell	12,382 -13	-0.1%	-$1.23K	0.44%	33
2025 Q2	$1.13M	Buy	12,395 +2,980	+32%	+$255K	0.45%	33
2025 Q1	$784K	Hold	9,415	–	–	0.34%	39
2024 Q4	$856K	Sell	9,415 -400	-4%	-$37.7K	0.38%	33
2024 Q3	$902K	Hold	9,815	–	–	0.39%	31
2024 Q2	$865K	Sell	9,815 -12	-0.1%	-$1.06K	0.4%	30
2024 Q1	$897K	Sell	9,827 -1	-0%	-$83	0.43%	28
2023 Q4	$779K	Sell	9,828 -2,444	-20%	-$179K	0.41%	29
2023 Q3	$887K	Sell	12,272 -148	-1%	-$11.2K	0.53%	23
2023 Q2	$932K	Hold	12,420	–	–	0.55%	21
2023 Q1	$888K	Buy	+12,420	New	+$887K	0.55%	22

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

Ruggaard & Associates's IJK Position: Q2 2026 in Review

Ruggaard & Associates reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 1.5% in Q2 2026, selling an estimated $14.8K and leaving 8,598 shares worth $1.01M. The position accounts for 0.36% of the portfolio, ranked #41.

Ruggaard & Associates first reported a position in IJK in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.19M in Q3 2025. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Ruggaard & Associates held 8,598 shares of iShares S&P Mid-Cap 400 Growth ETF worth $1.01M as of Q2 2026.
Ruggaard & Associates sold 133 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $14.8K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.36% of Ruggaard & Associates's portfolio in Q2 2026, its #41 holding.
Ruggaard & Associates first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2023 and has held it in 14 quarters since.
Ruggaard & Associates's iShares S&P Mid-Cap 400 Growth ETF position peaked at $1.19M in Q3 2025.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Ruggaard & Associates's 13F filing for Q2 2026, filed 17 Aug 2026.