Stevens Capital Partners’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Stevens Capital Partners’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	$472K	Buy	4,021 +177	+5%	+$19.7K	0.09%	100
2026 Q1	$387K	Buy	3,844 +1,686	+78%	+$173K	0.09%	95
2025 Q4	$209K	Buy	2,158 +47	+2%	+$4.53K	0.05%	99
2025 Q3	$202K	Buy	+2,111	New	+$199K	0.06%	93
2025 Q2	–	Sell	-4,028	Closed	-$335K	–	83
2025 Q1	$335K	Buy	4,028 +843	+26%	+$75.9K	0.16%	51
2024 Q4	$290K	Buy	3,185 +106	+3%	+$9.98K	0.13%	55
2024 Q3	$283K	Buy	3,079 +5	+0.2%	+$447	0.14%	54
2024 Q2	$271K	Sell	3,074 -369	-11%	-$32.6K	0.14%	52
2024 Q1	$314K	Sell	3,443 -267	-7%	-$22.3K	0.19%	48
2023 Q4	$294K	Buy	3,710 +58	+2%	+$4.26K	0.2%	43
2023 Q3	$264K	Sell	3,652 -1	-0%	-$75	0.21%	44
2023 Q2	$274K	Sell	3,653 -808	-18%	-$57.7K	0.21%	47
2023 Q1	$319K	Buy	4,461 +489	+12%	+$34.9K	0.27%	45
2022 Q4	$271K	Buy	+3,972	New	+$273K	0.24%	49

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

Stevens Capital Partners's IJK Position: Q2 2026 in Review

Stevens Capital Partners increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 4.6% in Q2 2026, buying an estimated $19.7K and bringing the position to 4,021 shares worth $472K. The position accounts for 0.09% of the portfolio, ranked #100.

Stevens Capital Partners first reported a position in IJK in Q4 2022 and has held it in 14 quarters since. 992 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Stevens Capital Partners held 4,021 shares of iShares S&P Mid-Cap 400 Growth ETF worth $472K as of Q2 2026.
Stevens Capital Partners bought 177 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $19.7K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.09% of Stevens Capital Partners's portfolio in Q2 2026, its #100 holding.
Stevens Capital Partners first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2022 and has held it in 14 quarters since.
992 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Stevens Capital Partners's 13F filing for Q2 2026, filed 10 Aug 2026.