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Summit Trail Advisors’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Summit Trail Advisors’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 		$1.25M Sell
10,669
-355
-3% -$39.4K 0.02% 881
2026
Q1 		$1.11M Buy
11,024
+4,894
+80% +$503K 0.02% 887
2025
Q4 		$594K Sell
6,130
-7,075
-54% -$681K 0.01% 1026
2025
Q3 		$1.27M Buy
13,205
+6,121
+86% +$577K 0.02% 699
2025
Q2 		$644K Buy
+7,084
New +$607K 0.01% 636
2024
Q4 		– Sell
-7,211
Closed -$663K – 557
2024
Q3 		$663K Hold
7,211
– – 0.02% 341
2024
Q2 		$635K Sell
7,211
-5,137
-42% -$454K 0.02% 325
2024
Q1 		$1.13M Buy
12,348
+7
+0.1% +$584 0.03% 200
2023
Q4 		$978K Sell
12,341
-2,025
-14% -$149K 0.03% 181
2023
Q3 		$1.04M Sell
14,366
-5,235
-27% -$395K 0.04% 152
2023
Q2 		$1.47M Buy
19,601
+10
+0.1% +$714 0.06% 124
2023
Q1 		$1.4M Sell
19,591
-187
-0.9% -$13.4K 0.06% 101
2022
Q4 		$1.35M Sell
19,778
-928
-4% -$63.8K 0.06% 101
2022
Q3 		$1.3M Sell
20,706
-40
-0.2% -$2.76K 0.07% 98
2022
Q2 		$1.32M Sell
20,746
-1,160
-5% -$81.5K 0.08% 102
2022
Q1 		$1.69M Buy
21,906
+504
+2% +$39K 0.14% 76
2021
Q4 		$1.82M Sell
21,402
-1,888
-8% -$158K 0.12% 93
2021
Q3 		$1.84M Buy
23,290
+1,074
+5% +$87.2K 0.14% 78
2021
Q2 		$1.8M Sell
22,216
-640
-3% -$51.4K 0.16% 73
2021
Q1 		$1.79M Hold
22,856
– – 0.19% 60
2020
Q4 		$1.65M Sell
22,856
-68,568
-75% -$4.57M 0.21% 53
2020
Q3 		$1.5M Buy
91,424
+72,312
+378% +$4.3M 0.29% 44
2020
Q2 		$1.07M Hold
19,112
– – 0.2% 49
2020
Q1 		$853K Buy
+19,112
New +$1.05M 0.23% 47
2019
Q4 		– Sell
-25,200
Closed -$1.41M – 91
2019
Q3 		$1.41M Buy
+25,200
New +$1.42M 0.5% 27
2018
Q1 		– Sell
-2,480
Closed -$134K – 1025
2017
Q4 		$134K Buy
+2,480
New +$131K 0.02% 549

Other funds holding IJK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SP
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

Summit Trail Advisors's IJK Position: Q2 2026 in Review

Summit Trail Advisors reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 3.2% in Q2 2026, selling an estimated $39.4K and leaving 10,669 shares worth $1.25M. The position accounts for 0.02% of the portfolio, ranked #881.

Summit Trail Advisors first reported a position in IJK in Q4 2017 and has held it in 26 quarters since. The position peaked at $1.84M in Q3 2021. 992 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • Summit Trail Advisors held 10,669 shares of iShares S&P Mid-Cap 400 Growth ETF worth $1.25M as of Q2 2026.
  • Summit Trail Advisors sold 355 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $39.4K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #881 holding.
  • Summit Trail Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2017 and has held it in 26 quarters since.
  • Summit Trail Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $1.84M in Q3 2021.
  • 992 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.