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

Sunpointe’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	$660K	Hold	5,613	–	–	0.19%	117
2026 Q1	$565K	Hold	5,613	–	–	0.19%	121
2025 Q4	$544K	Buy	5,613 +169	+3%	+$16.3K	0.18%	123
2025 Q3	$522K	Hold	5,444	–	–	0.19%	116
2025 Q2	$495K	Buy	5,444 +44	+0.8%	+$3.77K	0.2%	106
2025 Q1	$450K	Hold	5,400	–	–	0.24%	84
2024 Q4	$491K	Hold	5,400	–	–	0.25%	84
2024 Q3	$496K	Hold	5,400	–	–	0.41%	59
2024 Q2	$476K	Hold	5,400	–	–	0.31%	66
2024 Q1	$493K	Hold	5,400	–	–	0.55%	55
2023 Q4	$428K	Buy	+5,400	New	+$396K	0.54%	56

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

Sunpointe's IJK Position: Q2 2026 in Review

Sunpointe held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 5,613 shares worth $660K. The position accounts for 0.19% of the portfolio, ranked #117.

Sunpointe first reported a position in IJK in Q4 2023 and has held it in 11 quarters since. 992 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Sunpointe held 5,613 shares of iShares S&P Mid-Cap 400 Growth ETF worth $660K as of Q2 2026.
Sunpointe 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 0.19% of Sunpointe's portfolio in Q2 2026, its #117 holding.
Sunpointe first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2023 and has held it in 11 quarters since.
992 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Sunpointe's 13F filing for Q2 2026, filed 24 Jul 2026.