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

Steph & 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	$65.8K	Hold	560	–	–	0.02%	169
2026 Q1	$56.3K	Hold	560	–	–	0.02%	186
2025 Q4	$54.3K	Hold	560	–	–	0.02%	175
2025 Q3	$53.7K	Hold	560	–	–	0.02%	186
2025 Q2	$50.9K	Hold	560	–	–	0.02%	185
2025 Q1	$46.6K	Hold	560	–	–	0.02%	177
2024 Q4	$50.9K	Hold	560	–	–	0.02%	179
2024 Q3	$51.5K	Hold	560	–	–	0.02%	177
2024 Q2	$49.3K	Hold	560	–	–	0.02%	176
2024 Q1	$51.1K	Hold	560	–	–	0.02%	176
2023 Q4	$44.4K	Sell	560 -395	-41%	-$29K	0.02%	168
2023 Q3	$69K	Hold	955	–	–	0.04%	162
2023 Q2	$71.6K	Sell	955 -77	-7%	-$5.5K	0.04%	157
2023 Q1	$73.8K	Hold	1,032	–	–	0.05%	147
2022 Q4	$70K	Hold	1,032	–	–	0.04%	152
2022 Q3	$65K	Sell	1,032 -28	-3%	-$1.93K	0.05%	142
2022 Q2	$68K	Hold	1,060	–	–	0.04%	146
2022 Q1	$82K	Hold	1,060	–	–	0.05%	163
2021 Q4	$90K	Hold	1,060	–	–	0.05%	154
2021 Q3	$84K	Hold	1,060	–	–	0.05%	150
2021 Q2	$86K	Hold	1,060	–	–	0.06%	147
2021 Q1	$83K	Hold	1,060	–	–	0.06%	144
2020 Q4	$77K	Hold	1,060	–	–	0.06%	144
2020 Q3	$63K	Hold	1,060	–	–	0.06%	142
2020 Q2	$59K	Sell	1,060 -360	-25%	-$18.7K	0.06%	151
2020 Q1	$63K	Hold	1,420	–	–	0.07%	131
2019 Q4	$85K	Buy	+1,420	New	+$81.4K	0.07%	151

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

Steph & Co's IJK Position: Q2 2026 in Review

Steph & Co held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 560 shares worth $65.8K. The position accounts for 0.02% of the portfolio, ranked #169.

Steph & Co first reported a position in IJK in Q4 2019 and has held it in 27 quarters since. The position peaked at $90K in Q4 2021. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Steph & Co held 560 shares of iShares S&P Mid-Cap 400 Growth ETF worth $65.8K as of Q2 2026.
Steph & Co 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 0.02% of Steph & Co's portfolio in Q2 2026, its #169 holding.
Steph & Co first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2019 and has held it in 27 quarters since.
Steph & Co's iShares S&P Mid-Cap 400 Growth ETF position peaked at $90K in Q4 2021.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Steph & Co's 13F filing for Q2 2026, filed 16 Jul 2026.