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

Trail Ridge 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 		$4.13M Sell
35,164
-3,368
-9% -$374K 1.74% 14
2026
Q1 		$3.88M Sell
38,532
-88
-0.2% -$9.04K 1.69% 15
2025
Q4 		$3.74M Buy
38,620
+1,374
+4% +$132K 1.61% 14
2025
Q3 		$3.57M Buy
37,246
+616
+2% +$58K 1.6% 16
2025
Q2 		$3.41M Sell
36,630
-1,383
-4% -$118K 1.64% 16
2025
Q1 		$3.17M Buy
38,013
+926
+2% +$83.4K 1.63% 15
2024
Q4 		$3.37M Buy
37,087
+1,374
+4% +$129K 1.6% 17
2024
Q3 		$3.27M Buy
35,713
+2,275
+7% +$203K 1.56% 18
2024
Q2 		$2.95M Sell
33,438
-810
-2% -$71.6K 1.52% 18
2024
Q1 		$3.13M Buy
34,248
+1,262
+4% +$105K 1.77% 16
2023
Q4 		$2.61M Buy
32,986
+305
+0.9% +$22.4K 1.6% 16
2023
Q3 		$2.36M Buy
32,681
+645
+2% +$48.6K 1.61% 15
2023
Q2 		$2.4M Sell
32,036
-238
-0.7% -$17K 1.48% 16
2023
Q1 		$2.31M Sell
32,274
-2,089
-6% -$149K 1.51% 15
2022
Q4 		$2.35M Buy
34,363
+684
+2% +$47K 1.62% 13
2022
Q3 		$2.42M Buy
33,679
+609
+2% +$42K 1.6% 12
2022
Q2 		$2.11M Buy
33,070
+1,178
+4% +$82.7K 1.43% 14
2022
Q1 		$2.46M Buy
31,892
+3,475
+12% +$269K 1.51% 11
2021
Q4 		$2.42M Buy
+28,417
New +$2.38M 1.46% 15

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

Trail Ridge Investment Advisors's IJK Position: Q2 2026 in Review

Trail Ridge Investment Advisors reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 8.7% in Q2 2026, selling an estimated $374K and leaving 35,164 shares worth $4.13M. The position accounts for 1.74% of the portfolio, ranked #14.

Trail Ridge Investment Advisors 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.

  • Trail Ridge Investment Advisors held 35,164 shares of iShares S&P Mid-Cap 400 Growth ETF worth $4.13M as of Q2 2026.
  • Trail Ridge Investment Advisors sold 3,368 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $374K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 1.74% of Trail Ridge Investment Advisors's portfolio in Q2 2026, its #14 holding.
  • Trail Ridge Investment Advisors 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 Trail Ridge Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.