Triangle Securities Wealth Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Triangle Securities Wealth Management’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	$4.92M	Buy	41,885 +3,153	+8%	+$350K	0.98%	28
2026 Q1	$3.9M	Buy	38,732 +1,071	+3%	+$110K	0.88%	34
2025 Q4	$3.65M	Buy	37,661 +4,798	+15%	+$462K	0.77%	38
2025 Q3	$3.15M	Buy	32,863 +34	+0.1%	+$3.2K	0.71%	43
2025 Q2	$2.99M	Buy	32,829 +1,806	+6%	+$155K	0.74%	40
2025 Q1	$2.58M	Buy	31,023 +2,058	+7%	+$185K	0.66%	43
2024 Q4	$2.63M	Buy	28,965 +1,590	+6%	+$150K	0.68%	39
2024 Q3	$2.52M	Buy	27,375 +125	+0.5%	+$11.2K	0.65%	43
2024 Q2	$2.4M	Buy	27,250 +628	+2%	+$55.5K	0.68%	42
2024 Q1	$2.43M	Buy	26,622 +566	+2%	+$47.2K	0.69%	40
2023 Q4	$2.06M	Buy	+26,056	New	+$1.91M	0.64%	47
2015 Q2	–	Sell	-7,800	Closed	-$334K	–	135
2015 Q1	$334K	Hold	7,800	–	–	0.23%	103
2014 Q4	$311K	Hold	7,800	–	–	0.22%	103
2014 Q3	$295K	Hold	7,800	–	–	0.23%	96
2014 Q2	$306K	Sell	7,800 -1,600	-17%	-$60.5K	0.23%	100
2014 Q1	$301K	Buy	9,400 +1,600	+21%	+$60.2K	0.27%	95
2013 Q4	$293K	Sell	7,800 -1,600	-17%	-$57.7K	0.24%	101
2013 Q3	$327K	Hold	9,400	–	–	0.28%	93
2013 Q2	$303K	Buy	+9,400	New	+$305K	0.22%	97

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

Triangle Securities Wealth Management's IJK Position: Q2 2026 in Review

Triangle Securities Wealth Management increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 8.1% in Q2 2026, buying an estimated $350K and bringing the position to 41,885 shares worth $4.92M. The position accounts for 0.98% of the portfolio, ranked #28.

Triangle Securities Wealth Management first reported a position in IJK in Q2 2013 and has held it in 19 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Triangle Securities Wealth Management held 41,885 shares of iShares S&P Mid-Cap 400 Growth ETF worth $4.92M as of Q2 2026.
Triangle Securities Wealth Management bought 3,153 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $350K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.98% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #28 holding.
Triangle Securities Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2013 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 Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.