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

Synergy Investment Management’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	$169K	Hold	1,439	–	–	0.04%	190
2026 Q1	$145K	Buy	+1,439	New	+$148K	0.05%	170
2025 Q2	–	Sell	-1,216	Closed	-$101K	–	308
2025 Q1	$101K	Sell	1,216 -356	-23%	-$32.1K	0.04%	171
2024 Q4	$143K	Buy	+1,572	New	+$148K	0.06%	145

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

Synergy Investment Management's IJK Position: Q2 2026 in Review

Synergy Investment Management held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 1,439 shares worth $169K. The position accounts for 0.04% of the portfolio, ranked #190.

Synergy Investment Management first reported a position in IJK in Q4 2024 and has held it in 4 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Synergy Investment Management held 1,439 shares of iShares S&P Mid-Cap 400 Growth ETF worth $169K as of Q2 2026.
Synergy Investment Management 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 0.04% of Synergy Investment Management's portfolio in Q2 2026, its #190 holding.
Synergy Investment Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2024 and has held it in 4 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.