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

TAGStone Capital’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 		$1.83M Sell
15,542
-211
-1% -$23.4K 0.58% 39
2026
Q1 		$1.59M Buy
15,753
+632
+4% +$64.9K 0.56% 40
2025
Q4 		$1.46M Buy
15,121
+32
+0.2% +$3.08K 0.55% 39
2025
Q3 		$1.45M Sell
15,089
-1,234
-8% -$116K 0.57% 39
2025
Q2 		$1.51M Buy
16,323
+6
+0% +$514 0.62% 35
2025
Q1 		$1.36M Buy
16,317
+156
+1% +$14.1K 0.67% 35
2024
Q4 		$1.47M Sell
16,161
-84
-0.5% -$7.91K 0.72% 31
2024
Q3 		$1.49M Buy
16,245
+57
+0.4% +$5.1K 0.76% 32
2024
Q2 		$1.43M Buy
16,188
+463
+3% +$40.9K 0.81% 30
2024
Q1 		$1.44M Buy
15,725
+57
+0.4% +$4.75K 0.84% 28
2023
Q4 		$1.24M Sell
15,668
-166
-1% -$12.2K 0.81% 29
2023
Q3 		$1.15M Sell
15,834
-581
-4% -$43.8K 0.84% 30
2023
Q2 		$1.23M Sell
16,415
-750
-4% -$53.5K 0.89% 29
2023
Q1 		$1.23M Buy
17,165
+3
+0% +$214 0.92% 29
2022
Q4 		$1.17M Sell
17,162
-341
-2% -$23.4K 0.97% 31
2022
Q3 		$1.1M Buy
17,503
+424
+2% +$29.3K 1.02% 30
2022
Q2 		$1.09M Sell
17,079
-96
-0.6% -$6.74K 1.04% 28
2022
Q1 		$1.33M Sell
17,175
-211
-1% -$16.3K 1.12% 26
2021
Q4 		$1.48M Buy
+17,386
New +$1.46M 1.23% 23

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

TAGStone Capital's IJK Position: Q2 2026 in Review

TAGStone Capital reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 1.3% in Q2 2026, selling an estimated $23.4K and leaving 15,542 shares worth $1.83M. The position accounts for 0.58% of the portfolio, ranked #39.

TAGStone Capital first reported a position in IJK in Q4 2021 and has held it in 19 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • TAGStone Capital held 15,542 shares of iShares S&P Mid-Cap 400 Growth ETF worth $1.83M as of Q2 2026.
  • TAGStone Capital sold 211 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $23.4K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.58% of TAGStone Capital's portfolio in Q2 2026, its #39 holding.
  • TAGStone Capital first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on TAGStone Capital's 13F filing for Q2 2026, filed 11 Aug 2026.