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

Trueblood 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	$428K	Buy	3,642 +3	+0.1%	+$333	0.15%	174
2026 Q1	$366K	Buy	3,639 +3	+0.1%	+$308	0.14%	179
2025 Q4	$352K	Buy	3,636 +7	+0.2%	+$674	0.14%	184
2025 Q3	$348K	Buy	3,629 +5	+0.1%	+$471	0.14%	191
2025 Q2	$330K	Buy	3,624 +5	+0.1%	+$428	0.14%	191
2025 Q1	$301K	Hold	3,619	–	–	0.14%	188
2024 Q4	$329K	Sell	3,619 -8	-0.2%	-$753	0.16%	173
2024 Q3	$333K	Hold	3,627	–	–	0.17%	165
2024 Q2	$320K	Hold	3,627	–	–	0.18%	154
2024 Q1	$331K	Hold	3,627	–	–	0.19%	146
2023 Q4	$287K	Buy	+3,627	New	+$266K	0.18%	160

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

Trueblood Wealth Management's IJK Position: Q2 2026 in Review

Trueblood Wealth Management increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.08% in Q2 2026, buying an estimated $333 and bringing the position to 3,642 shares worth $428K. The position accounts for 0.15% of the portfolio, ranked #174.

Trueblood Wealth Management 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.

Trueblood Wealth Management held 3,642 shares of iShares S&P Mid-Cap 400 Growth ETF worth $428K as of Q2 2026.
Trueblood Wealth Management bought 3 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $333.
iShares S&P Mid-Cap 400 Growth ETF made up 0.15% of Trueblood Wealth Management's portfolio in Q2 2026, its #174 holding.
Trueblood Wealth Management 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 Trueblood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.