S.A. Mason’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

S.A. Mason’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	$157K	Hold	1,336	–	–	0.05%	235
2026 Q1	$134K	Hold	1,336	–	–	0.05%	237
2025 Q4	$129K	Hold	1,336	–	–	0.05%	238
2025 Q3	$128K	Hold	1,336	–	–	0.06%	230
2025 Q2	$122K	Hold	1,336	–	–	0.06%	216
2025 Q1	$111K	Hold	1,336	–	–	0.06%	219
2024 Q4	$121K	Hold	1,336	–	–	0.06%	214
2024 Q3	$123K	Hold	1,336	–	–	0.07%	211
2024 Q2	$118K	Hold	1,336	–	–	0.07%	203
2024 Q1	$122K	Hold	1,336	–	–	0.07%	195
2023 Q4	$106K	Hold	1,336	–	–	0.07%	202
2023 Q3	$96.5K	Hold	1,336	–	–	0.07%	206
2023 Q2	$95.5K	Hold	1,336	–	–	0.07%	216
2023 Q1	$95.5K	Hold	1,336	–	–	0.07%	216
2022 Q4	$91.2K	Hold	1,336	–	–	0.07%	216
2022 Q3	$84K	Hold	1,336	–	–	0.07%	214
2022 Q2	$85K	Hold	1,336	–	–	0.06%	218
2022 Q1	$103K	Hold	1,336	–	–	0.06%	219
2021 Q4	$114K	Hold	1,336	–	–	0.07%	201
2021 Q3	$106K	Hold	1,336	–	–	0.07%	198
2021 Q2	$108K	Hold	1,336	–	–	0.07%	198
2021 Q1	$105K	Hold	1,336	–	–	0.08%	192
2020 Q4	$96K	Buy	+1,336	New	+$89.1K	0.08%	186

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

S.A. Mason's IJK Position: Q2 2026 in Review

S.A. Mason held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 1,336 shares worth $157K. The position accounts for 0.05% of the portfolio, ranked #235.

S.A. Mason first reported a position in IJK in Q4 2020 and has held it in 23 quarters since. 992 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

S.A. Mason held 1,336 shares of iShares S&P Mid-Cap 400 Growth ETF worth $157K as of Q2 2026.
S.A. Mason 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 0.05% of S.A. Mason's portfolio in Q2 2026, its #235 holding.
S.A. Mason first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2020 and has held it in 23 quarters since.
992 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on S.A. Mason's 13F filing for Q2 2026, filed 31 Jul 2026.