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

Tiemann Investment Advisors’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 		$2.32M Sell
19,735
-95
-0.5% -$10.6K 0.84% 28
2026
Q1 		$2M Sell
19,830
-130
-0.7% -$13.4K 0.78% 27
2025
Q4 		$1.93M Sell
19,960
-35
-0.2% -$3.37K 0.75% 28
2025
Q3 		$1.92M Buy
19,995
+87
+0.4% +$8.2K 0.73% 28
2025
Q2 		$1.81M Buy
19,908
+535
+3% +$45.8K 0.74% 27
2025
Q1 		$1.61M Sell
19,373
-405
-2% -$36.5K 0.73% 29
2024
Q4 		$1.8M Buy
19,778
+25
+0.1% +$2.35K 0.8% 25
2024
Q3 		$1.82M Sell
19,753
-653
-3% -$58.4K 0.78% 30
2024
Q2 		$1.8M Sell
20,406
-290
-1% -$25.6K 0.8% 27
2024
Q1 		$1.89M Sell
20,696
-237
-1% -$19.8K 0.84% 27
2023
Q4 		$1.66M Buy
20,933
+767
+4% +$56.3K 0.81% 32
2023
Q3 		$1.46M Sell
20,166
-145
-0.7% -$10.9K 0.78% 33
2023
Q2 		$1.52M Buy
20,311
+710
+4% +$50.7K 0.78% 32
2023
Q1 		$1.4M Sell
19,601
-467
-2% -$33.4K 0.77% 33
2022
Q4 		$1.37M Sell
20,068
-165
-0.8% -$11.3K 0.8% 31
2022
Q3 		$1.27M Buy
20,233
+1,078
+6% +$74.4K 0.83% 33
2022
Q2 		$1.22M Buy
19,155
+370
+2% +$26K 0.65% 40
2022
Q1 		$1.45M Buy
18,785
+1,326
+8% +$102K 0.67% 39
2021
Q4 		$1.49M Buy
17,459
+778
+5% +$65.2K 0.63% 39
2021
Q3 		$1.32M Sell
16,681
-289
-2% -$23.5K 0.63% 39
2021
Q2 		$1.37M Sell
16,970
-275
-2% -$22.1K 0.64% 41
2021
Q1 		$1.35M Sell
17,245
-695
-4% -$53.5K 0.67% 38
2020
Q4 		$1.3M Sell
17,940
-420
-2% -$28K 0.69% 37
2020
Q3 		$1.1M Sell
18,360
-144
-0.8% -$8.57K 0.68% 40
2020
Q2 		$1.04M Sell
18,504
-272
-1% -$14.1K 0.71% 37
2020
Q1 		$838K Buy
18,776
+432
+2% +$23.8K 0.73% 36
2019
Q4 		$1.09M Sell
18,344
-1,888
-9% -$108K 0.75% 39
2019
Q3 		$1.13M Sell
20,232
-240
-1% -$13.5K 0.82% 34
2019
Q2 		$1.16M Buy
20,472
+556
+3% +$30.8K 0.84% 33
2019
Q1 		$1.09M Buy
19,916
+1,344
+7% +$70.9K 0.83% 37
2018
Q4 		$888K Sell
18,572
-680
-4% -$35.6K 0.79% 41
2018
Q3 		$1.12M Buy
19,252
+32
+0.2% +$1.86K 0.85% 33
2018
Q2 		$1.08M Buy
19,220
+12
+0.1% +$671 0.86% 33
2018
Q1 		$1.05M Buy
19,208
+160
+0.8% +$8.85K 0.84% 33
2017
Q4 		$1.03M Buy
19,048
+72
+0.4% +$3.8K 0.82% 35
2017
Q3 		$960K Buy
18,976
+444
+2% +$21.9K 0.81% 35
2017
Q2 		$911K Buy
18,532
+408
+2% +$19.8K 0.82% 36
2017
Q1 		$865K Sell
18,124
-120
-0.7% -$5.66K 0.8% 35
2016
Q4 		$831K Buy
18,244
+40
+0.2% +$1.76K 0.81% 37
2016
Q3 		$795K Sell
18,204
-60
-0.3% -$2.63K 0.73% 41
2016
Q2 		$772K Buy
18,264
+680
+4% +$28.2K 0.72% 43
2016
Q1 		$715K Buy
17,584
+1,240
+8% +$47.3K 0.71% 43
2015
Q4 		$658K Buy
16,344
+1,092
+7% +$44.7K 0.67% 49
2015
Q3 		$599K Sell
15,252
-680
-4% -$28.4K 0.66% 48
2015
Q2 		$675K Buy
15,932
+800
+5% +$34.3K 0.69% 45
2015
Q1 		$649K Sell
15,132
-424
-3% -$17.6K 0.67% 47
2014
Q4 		$621K Buy
15,556
+2,252
+17% +$87.4K 0.67% 47
2014
Q3 		$504K Buy
13,304
+800
+6% +$31K 0.56% 58
2014
Q2 		$491K Sell
12,504
-160
-1% -$6.05K 0.54% 61
2014
Q1 		$484K Buy
12,664
+60
+0.5% +$2.26K 0.54% 61
2013
Q4 		$473K Buy
+12,604
New +$455K 0.56% 59

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

Tiemann Investment Advisors's IJK Position: Q2 2026 in Review

Tiemann Investment Advisors reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.48% in Q2 2026, selling an estimated $10.6K and leaving 19,735 shares worth $2.32M. The position accounts for 0.84% of the portfolio, ranked #28.

Tiemann Investment Advisors first reported a position in IJK in Q4 2013 and has held it in 51 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • Tiemann Investment Advisors held 19,735 shares of iShares S&P Mid-Cap 400 Growth ETF worth $2.32M as of Q2 2026.
  • Tiemann Investment Advisors sold 95 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $10.6K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.84% of Tiemann Investment Advisors's portfolio in Q2 2026, its #28 holding.
  • Tiemann Investment Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2013 and has held it in 51 quarters since.
  • 990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Tiemann Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.