Smith Shellnut Wilson’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Smith Shellnut Wilson’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	$2.67M	Sell	22,689 -55	-0.2%	-$6.11K	1%	25
2026 Q1	$2.29M	Sell	22,744 -133	-0.6%	-$13.7K	1%	26
2025 Q4	$2.22M	Sell	22,877 -151	-0.7%	-$14.5K	0.85%	28
2025 Q3	$2.21M	Sell	23,028 -308	-1%	-$29K	0.85%	26
2025 Q2	$2.12M	Sell	23,336 -9,891	-30%	-$847K	0.92%	26
2025 Q1	$2.77M	Buy	33,227 +276	+0.8%	+$24.9K	1.27%	18
2024 Q4	$3M	Buy	32,951 +55	+0.2%	+$5.18K	1.33%	17
2024 Q3	$3.02M	Sell	32,896 -305	-0.9%	-$27.3K	1.37%	16
2024 Q2	$2.93M	Sell	33,201 -771	-2%	-$68.1K	1.42%	16
2024 Q1	$3.1M	Sell	33,972 -1,092	-3%	-$91.1K	1.64%	15
2023 Q4	$2.78M	Sell	35,064 -723	-2%	-$53K	1.59%	18
2023 Q3	$2.59M	Sell	35,787 -432	-1%	-$32.6K	1.58%	18
2023 Q2	$2.72M	Sell	36,219 -314	-0.9%	-$22.4K	1.53%	18
2023 Q1	$2.61M	Sell	36,533 -8	-0%	-$571	1.59%	20
2022 Q4	$2.5M	Buy	+36,541	New	+$2.51M	1.54%	21
2022 Q3	–	Sell	-38,487	Closed	-$2.66M	–	20
2022 Q2	$2.45M	Sell	38,487 -597	-2%	-$41.9K	1.52%	20
2022 Q1	$3.02M	Sell	39,084 -3,327	-8%	-$257K	1.58%	17
2021 Q4	$3.62M	Buy	42,411 +566	+1%	+$47.5K	1.79%	16
2021 Q3	$3.31M	Sell	41,845 -3,644	-8%	-$296K	1.92%	11
2021 Q2	$3.68M	Sell	45,489 -180	-0.4%	-$14.4K	2.14%	11
2021 Q1	$3.58M	Sell	45,669 -2,591	-5%	-$200K	2.18%	11
2020 Q4	$3.48M	Buy	48,260 +36,400	+307%	+$2.43M	2.08%	15
2020 Q3	$12.4M	Sell	11,860 -38,268	-76%	-$2.28M	4.63%	6
2020 Q2	$2.81M	Sell	50,128 -120	-0.2%	-$6.23K	2.01%	15
2020 Q1	$2.24M	Buy	50,248 +224	+0.4%	+$12.3K	1.88%	16
2019 Q4	$2.98M	Buy	50,024 +260	+0.5%	+$14.9K	1.98%	14
2019 Q3	$2.79M	Buy	49,764 +60	+0.1%	+$3.37K	2.06%	14
2019 Q2	$2.81M	Buy	49,704 +404	+0.8%	+$22.4K	2.11%	13
2019 Q1	$2.7M	Buy	+49,300	New	+$2.6M	2.14%	15

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 Shellnut Wilson's IJK Position: Q2 2026 in Review

Smith Shellnut Wilson reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.24% in Q2 2026, selling an estimated $6.11K and leaving 22,689 shares worth $2.67M. The position accounts for 1% of the portfolio, ranked #25.

Smith Shellnut Wilson first reported a position in IJK in Q1 2019 and has held it in 29 quarters since. The position peaked at $12.4M in Q3 2020. 992 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Smith Shellnut Wilson held 22,689 shares of iShares S&P Mid-Cap 400 Growth ETF worth $2.67M as of Q2 2026.
Smith Shellnut Wilson sold 55 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $6.11K.
iShares S&P Mid-Cap 400 Growth ETF made up 1% of Smith Shellnut Wilson's portfolio in Q2 2026, its #25 holding.
Smith Shellnut Wilson first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2019 and has held it in 29 quarters since.
Smith Shellnut Wilson's iShares S&P Mid-Cap 400 Growth ETF position peaked at $12.4M in Q3 2020.
992 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Smith Shellnut Wilson's 13F filing for Q2 2026, filed 3 Aug 2026.