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

Sequent Asset 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	$287K	Buy	+2,446	New	+$272K	0.12%	78
2017 Q1	–	Sell	-29,488	Closed	-$1.34M	–	74
2016 Q4	$1.34M	Hold	29,488	–	–	0.82%	19
2016 Q3	$1.29M	Sell	29,488 -80	-0.3%	-$3.51K	0.83%	21
2016 Q2	$1.25M	Sell	29,568 -100	-0.3%	-$4.14K	0.83%	22
2016 Q1	$1.21M	Hold	29,668	–	–	0.82%	25
2015 Q4	$1.19M	Sell	29,668 -19,772	-40%	-$809K	0.87%	23
2015 Q3	$1.94M	Sell	49,440 -4,340	-8%	-$181K	1.47%	15
2015 Q2	$2.28M	Buy	53,780 +4,040	+8%	+$173K	1.59%	14
2015 Q1	$2.13M	Buy	+49,740	New	+$2.06M	1.54%	15

Other funds holding IJK

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

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

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

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

Moment Partners San Francisco, California $555M AUM 26.86% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

Sequent Asset Management's IJK Position: Q2 2026 in Review

Sequent Asset Management opened a new position in iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2026: 2,446 shares worth $287K. The stake represents 0.12% of the portfolio and ranks #78 among its holdings. This is a return to the name: Sequent Asset Management previously reported a position in IJK as recently as Q4 2016.

Sequent Asset Management first reported a position in IJK in Q1 2015 and has held it in 9 quarters since. The position peaked at $2.28M in Q2 2015. 444 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Sequent Asset Management held 2,446 shares of iShares S&P Mid-Cap 400 Growth ETF worth $287K as of Q2 2026.
iShares S&P Mid-Cap 400 Growth ETF was a new Sequent Asset Management position in Q2 2026.
iShares S&P Mid-Cap 400 Growth ETF made up 0.12% of Sequent Asset Management's portfolio in Q2 2026, its #78 holding.
Sequent Asset Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2015 and has held it in 9 quarters since.
Sequent Asset Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $2.28M in Q2 2015.
444 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Sequent Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.