Security National Bank’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Security National Bank’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	$229K	Hold	1,951	–	–	0.03%	149
2026 Q1	$196K	Hold	1,951	–	–	0.03%	144
2025 Q4	$189K	Hold	1,951	–	–	0.03%	147
2025 Q3	$187K	Hold	1,951	–	–	0.03%	141
2025 Q2	$178K	Hold	1,951	–	–	0.03%	127
2025 Q1	$162K	Hold	1,951	–	–	0.03%	131
2024 Q4	$177K	Hold	1,951	–	–	0.03%	122
2024 Q3	$179K	Hold	1,951	–	–	0.02%	118
2024 Q2	$172K	Hold	1,951	–	–	0.03%	113
2024 Q1	$178K	Hold	1,951	–	–	0.03%	109
2023 Q4	$155K	Buy	+1,951	New	+$143K	0.03%	119

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

Security National Bank's IJK Position: Q2 2026 in Review

Security National Bank held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 1,951 shares worth $229K. The position accounts for 0.03% of the portfolio, ranked #149.

Security National Bank first reported a position in IJK in Q4 2023 and has held it in 11 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Security National Bank held 1,951 shares of iShares S&P Mid-Cap 400 Growth ETF worth $229K as of Q2 2026.
Security National Bank 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 0.03% of Security National Bank's portfolio in Q2 2026, its #149 holding.
Security National Bank first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2023 and has held it in 11 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.