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TCV Trust & Wealth Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

TCV Trust & Wealth 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 		$903K Hold
7,689
– – 0.07% 120
2026
Q1 		$774K Hold
7,689
– – 0.06% 120
2025
Q4 		$745K Hold
7,689
– – 0.06% 123
2025
Q3 		$737K Sell
7,689
-860
-10% -$81K 0.06% 120
2025
Q2 		$778K Sell
8,549
-275
-3% -$23.5K 0.07% 115
2025
Q1 		$735K Hold
8,824
– – 0.07% 114
2024
Q4 		$802K Hold
8,824
– – 0.07% 112
2024
Q3 		$811K Sell
8,824
-115
-1% -$10.3K 0.07% 114
2024
Q2 		$788K Hold
8,939
– – 0.08% 109
2024
Q1 		$816K Hold
8,939
– – 0.08% 110
2023
Q4 		$708K Hold
8,939
– – 0.07% 117
2023
Q3 		$646K Hold
8,939
– – 0.07% 116
2023
Q2 		$670K Hold
8,939
– – 0.07% 120
2023
Q1 		$639K Hold
8,939
– – 0.07% 124
2022
Q4 		$611K Buy
8,939
+2,603
+41% +$179K 0.07% 132
2022
Q3 		$399K Buy
+6,336
New +$437K 0.05% 138

Other funds holding IJK

PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
MP
Moment Partners San Francisco, California $555M AUM 26.86% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

TCV Trust & Wealth Management's IJK Position: Q2 2026 in Review

TCV Trust & Wealth Management held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 7,689 shares worth $903K. The position accounts for 0.07% of the portfolio, ranked #120.

TCV Trust & Wealth Management first reported a position in IJK in Q3 2022 and has held it in 16 quarters since. 481 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • TCV Trust & Wealth Management held 7,689 shares of iShares S&P Mid-Cap 400 Growth ETF worth $903K as of Q2 2026.
  • TCV Trust & Wealth 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 0.07% of TCV Trust & Wealth Management's portfolio in Q2 2026, its #120 holding.
  • TCV Trust & Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2022 and has held it in 16 quarters since.
  • 481 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on TCV Trust & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.