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

Tidemark’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	$72K	Buy	612 +143	+30%	+$15.9K	0.02%	260
2026 Q1	$47.2K	Sell	469 -51	-10%	-$5.24K	0.01%	275
2025 Q4	$50.4K	Sell	520 -146	-22%	-$14.1K	0.01%	240
2025 Q3	$63.8K	Sell	666 -258	-28%	-$24.3K	0.02%	222
2025 Q2	$84.1K	Sell	924 -275	-23%	-$23.5K	0.03%	190
2025 Q1	$99.9K	Buy	1,199 +1	+0.1%	+$90	0.04%	170
2024 Q4	$109K	Buy	1,198 +150	+14%	+$14.1K	0.04%	166
2024 Q3	$96.4K	Buy	1,048 +229	+28%	+$20.5K	0.04%	164
2024 Q2	$72.2K	Sell	819 -123	-13%	-$10.9K	0.03%	175
2024 Q1	$86K	Sell	942 -27	-3%	-$2.25K	0.05%	181
2023 Q4	$76.8K	Buy	+969	New	+$71.1K	0.05%	184

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

Tidemark's IJK Position: Q2 2026 in Review

Tidemark increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 30% in Q2 2026, buying an estimated $15.9K and bringing the position to 612 shares worth $72K. The position accounts for 0.02% of the portfolio, ranked #260.

Tidemark first reported a position in IJK in Q4 2023 and has held it in 11 quarters since. The position peaked at $109K in Q4 2024. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Tidemark held 612 shares of iShares S&P Mid-Cap 400 Growth ETF worth $72K as of Q2 2026.
Tidemark bought 143 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $15.9K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.02% of Tidemark's portfolio in Q2 2026, its #260 holding.
Tidemark first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2023 and has held it in 11 quarters since.
Tidemark's iShares S&P Mid-Cap 400 Growth ETF position peaked at $109K in Q4 2024.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.