Smith, Moore & Co’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Smith, Moore & Co’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	$310K	Buy	2,640 +11	+0.4%	+$1.22K	0.02%	453
2026 Q1	$264K	Buy	2,629 +205	+8%	+$21.1K	0.02%	475
2025 Q4	$235K	Hold	2,424	–	–	0.02%	472
2025 Q3	$232K	Buy	2,424 +1	+0%	+$94	0.02%	472
2025 Q2	$220K	Hold	2,423	–	–	0.02%	463
2025 Q1	$202K	Hold	2,423	–	–	0.02%	466
2024 Q4	$220K	Buy	2,423 +200	+9%	+$18.8K	0.02%	441
2024 Q3	$204K	Sell	2,223 -199	-8%	-$17.8K	0.02%	445
2024 Q2	$213K	Hold	2,422	–	–	0.02%	411
2024 Q1	$221K	Buy	+2,422	New	+$202K	0.02%	395
2022 Q2	–	Sell	-2,880	Closed	-$223K	–	409
2022 Q1	$223K	Hold	2,880	–	–	0.03%	373
2021 Q4	$246K	Hold	2,880	–	–	0.03%	358
2021 Q3	$228K	Hold	2,880	–	–	0.03%	359
2021 Q2	$233K	Hold	2,880	–	–	0.04%	353
2021 Q1	$226K	Hold	2,880	–	–	0.04%	337
2020 Q4	$208K	Buy	+2,880	New	+$192K	0.04%	322
2018 Q4	–	Sell	-3,496	Closed	-$204K	–	341
2018 Q3	$204K	Buy	+3,496	New	+$203K	0.05%	325
2018 Q2	–	Sell	-3,788	Closed	-$207K	–	344
2018 Q1	$207K	Buy	+3,788	New	+$209K	0.06%	294
2017 Q4	–	Sell	-10,980	Closed	-$555K	–	308
2017 Q3	$555K	Buy	10,980 +1,400	+15%	+$69K	0.16%	127
2017 Q2	$471K	Buy	9,580 +1,820	+23%	+$88.5K	0.16%	123
2017 Q1	$370K	Buy	7,760 +2,936	+61%	+$138K	0.13%	152
2016 Q4	$220K	Buy	+4,824	New	+$212K	0.08%	206

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

Smith, Moore & Co's IJK Position: Q2 2026 in Review

Smith, Moore & Co increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.42% in Q2 2026, buying an estimated $1.22K and bringing the position to 2,640 shares worth $310K. The position accounts for 0.02% of the portfolio, ranked #453.

Smith, Moore & Co first reported a position in IJK in Q4 2016 and has held it in 22 quarters since. The position peaked at $555K in Q3 2017. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Smith, Moore & Co held 2,640 shares of iShares S&P Mid-Cap 400 Growth ETF worth $310K as of Q2 2026.
Smith, Moore & Co bought 11 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $1.22K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.02% of Smith, Moore & Co's portfolio in Q2 2026, its #453 holding.
Smith, Moore & Co first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2016 and has held it in 22 quarters since.
Smith, Moore & Co's iShares S&P Mid-Cap 400 Growth ETF position peaked at $555K in Q3 2017.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Smith, Moore & Co's 13F filing for Q2 2026, filed 12 Aug 2026.