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

TritonPoint Wealth’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	$5.45M	Sell	46,349 -3,645	-7%	-$405K	0.54%	44
2026 Q1	$5.03M	Buy	49,994 +1,198	+2%	+$123K	0.54%	47
2025 Q4	$4.73M	Buy	48,796 +354	+0.7%	+$34.1K	0.48%	49
2025 Q3	$4.65M	Sell	48,442 -3,327	-6%	-$313K	0.4%	66
2025 Q2	$4.71M	Sell	51,769 -333	-0.6%	-$28.5K	0.44%	61
2025 Q1	$4.34M	Sell	52,102 -96	-0.2%	-$8.65K	0.41%	64
2024 Q4	$4.75M	Sell	52,198 -156	-0.3%	-$14.7K	0.43%	62
2024 Q3	$4.81M	Buy	52,354 +2,286	+5%	+$204K	0.44%	65
2024 Q2	$4.41M	Sell	50,068 -773	-2%	-$68.3K	0.42%	63
2024 Q1	$3.67M	Buy	50,841 +2,114	+4%	+$176K	0.38%	67
2023 Q4	$3.86M	Buy	+48,727	New	+$3.58M	0.38%	69

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

TritonPoint Wealth's IJK Position: Q2 2026 in Review

TritonPoint Wealth reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 7.3% in Q2 2026, selling an estimated $405K and leaving 46,349 shares worth $5.45M. The position accounts for 0.54% of the portfolio, ranked #44.

TritonPoint Wealth first reported a position in IJK in Q4 2023 and has held it in 11 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

TritonPoint Wealth held 46,349 shares of iShares S&P Mid-Cap 400 Growth ETF worth $5.45M as of Q2 2026.
TritonPoint Wealth sold 3,645 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $405K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.54% of TritonPoint Wealth's portfolio in Q2 2026, its #44 holding.
TritonPoint Wealth first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2023 and has held it in 11 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on TritonPoint Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.