TD Private Client Wealth’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

TD Private Client Wealth’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	$1.43M	Buy	12,198 +2,753	+29%	+$306K	0.03%	319
2026 Q1	$950K	Sell	9,445 -1,140	-11%	-$117K	0.02%	371
2025 Q4	$1.03M	Sell	10,585 -1,018	-9%	-$98K	0.02%	355
2025 Q3	$1.11M	Sell	11,603 -270	-2%	-$25.4K	0.03%	340
2025 Q2	$1.08M	Sell	11,873 -6,876	-37%	-$589K	0.03%	342
2025 Q1	$1.56M	Sell	18,749 -18,933	-50%	-$1.71M	0.04%	265
2024 Q4	$3.43M	Sell	37,682 -1,361	-3%	-$128K	0.1%	154
2024 Q3	$3.59M	Buy	39,043 +6,533	+20%	+$584K	0.1%	151
2024 Q2	$2.86M	Buy	32,510 +2,104	+7%	+$186K	0.09%	169
2024 Q1	$2.77M	Buy	30,406 +2,812	+10%	+$235K	0.09%	174
2023 Q4	$2.19M	Buy	27,594 +2,672	+11%	+$196K	0.08%	204
2023 Q3	$1.8M	Buy	24,922 +9,485	+61%	+$715K	0.08%	220
2023 Q2	$1.16M	Sell	15,437 -1,012	-6%	-$72.3K	0.05%	305
2023 Q1	$1.18M	Buy	16,449 +2,323	+16%	+$166K	0.05%	303
2022 Q4	$965K	Sell	14,126 -4,544	-24%	-$312K	0.05%	330
2022 Q3	$1.18M	Sell	18,670 -7,231	-28%	-$499K	0.06%	281
2022 Q2	$1.65M	Buy	25,901 +1,654	+7%	+$116K	0.08%	237
2022 Q1	$1.87M	Buy	24,247 +76	+0.3%	+$5.87K	0.08%	247
2021 Q4	$2.06M	Buy	24,171 +1,516	+7%	+$127K	0.09%	231
2021 Q3	$1.79M	Buy	22,655 +141	+0.6%	+$11.4K	0.08%	250
2021 Q2	$1.82M	Sell	22,514 -2,686	-11%	-$216K	0.08%	252
2021 Q1	$1.97M	Sell	25,200 -1,290	-5%	-$99.4K	0.09%	229
2020 Q4	$1.91M	Sell	26,490 -1,722	-6%	-$115K	0.1%	223
2020 Q3	$1.69M	Sell	28,212 -1,412	-5%	-$84K	0.09%	216
2020 Q2	$1.66M	Buy	29,624 +932	+3%	+$48.4K	0.1%	210
2020 Q1	$1.28M	Sell	28,692 -1,004	-3%	-$55.2K	0.09%	193
2019 Q4	$1.77M	Buy	+29,696	New	+$1.7M	0.11%	197

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

TD Private Client Wealth's IJK Position: Q2 2026 in Review

TD Private Client Wealth increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 29% in Q2 2026, buying an estimated $306K and bringing the position to 12,198 shares worth $1.43M. The position accounts for 0.03% of the portfolio, ranked #319.

TD Private Client Wealth first reported a position in IJK in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.59M in Q3 2024. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

TD Private Client Wealth held 12,198 shares of iShares S&P Mid-Cap 400 Growth ETF worth $1.43M as of Q2 2026.
TD Private Client Wealth bought 2,753 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $306K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.03% of TD Private Client Wealth's portfolio in Q2 2026, its #319 holding.
TD Private Client Wealth first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2019 and has held it in 27 quarters since.
TD Private Client Wealth's iShares S&P Mid-Cap 400 Growth ETF position peaked at $3.59M in Q3 2024.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.