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

Transcendent Capital Group’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	$3.14M	Buy	26,738 +3,043	+13%	+$338K	1.22%	23
2026 Q1	$2.38M	Sell	23,695 -14,668	-38%	-$1.51M	1.09%	37
2025 Q4	$3.72M	Buy	38,363 +576	+2%	+$55.5K	1.68%	17
2025 Q3	$3.62M	Sell	37,787 -6,287	-14%	-$592K	1.62%	17
2025 Q2	$4.01M	Buy	44,074 +9	+0%	+$771	2.06%	13
2025 Q1	$3.67M	Buy	44,065 +516	+1%	+$46.5K	2.06%	16
2024 Q4	$3.96M	Buy	43,549 +5,262	+14%	+$496K	2.05%	13
2024 Q3	$3.52M	Buy	38,287 +37,754	+7,083%	+$3.38M	1.81%	15
2024 Q2	$46.9K	Buy	533 +386	+263%	+$34.1K	0.03%	193
2024 Q1	$13.4K	Sell	147 -2,798	-95%	-$233K	0.01%	298
2023 Q4	$233K	Buy	+2,945	New	+$216K	0.16%	68

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

Transcendent Capital Group's IJK Position: Q2 2026 in Review

Transcendent Capital Group increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 13% in Q2 2026, buying an estimated $338K and bringing the position to 26,738 shares worth $3.14M. The position accounts for 1.22% of the portfolio, ranked #23.

Transcendent Capital Group first reported a position in IJK in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.01M in Q2 2025. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Transcendent Capital Group held 26,738 shares of iShares S&P Mid-Cap 400 Growth ETF worth $3.14M as of Q2 2026.
Transcendent Capital Group bought 3,043 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $338K.
iShares S&P Mid-Cap 400 Growth ETF made up 1.22% of Transcendent Capital Group's portfolio in Q2 2026, its #23 holding.
Transcendent Capital Group first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2023 and has held it in 11 quarters since.
Transcendent Capital Group's iShares S&P Mid-Cap 400 Growth ETF position peaked at $4.01M in Q2 2025.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Transcendent Capital Group's 13F filing for Q2 2026, filed 5 Aug 2026.