Trust Company of Vermont’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Trust Company of Vermont’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	$1.99M	Buy	+16,895	New	+$1.88M	0.07%	151
2025 Q4	$1.63M	Hold	16,864	–	–	0.07%	153
2025 Q3	$1.62M	Sell	16,864 -320	-2%	-$30.1K	0.07%	153
2025 Q2	$1.56M	Hold	17,184	–	–	0.07%	154
2025 Q1	$1.43M	Hold	17,184	–	–	0.07%	164
2024 Q4	$1.56M	Hold	17,184	–	–	0.08%	156
2024 Q3	$1.58M	Buy	17,184 +320	+2%	+$28.6K	0.08%	149
2024 Q2	$1.49M	Sell	16,864 -46	-0.3%	-$4.07K	0.08%	147
2024 Q1	$1.54M	Buy	16,910 +800	+5%	+$66.7K	0.09%	147
2023 Q4	$1.28M	Sell	16,110 -868	-5%	-$63.7K	0.09%	148
2023 Q3	$1.23M	Hold	16,978	–	–	0.08%	161
2023 Q2	$1.27M	Hold	16,978	–	–	0.08%	161
2023 Q1	$1.21M	Sell	16,978 -14	-0.1%	-$1K	0.08%	166
2022 Q4	$1.16M	Sell	16,992 -61	-0.4%	-$4.19K	0.09%	169
2022 Q3	$1.07M	Sell	17,053 -439	-3%	-$30.3K	0.09%	165
2022 Q2	$1.11M	Sell	17,492 -596	-3%	-$41.9K	0.09%	160
2022 Q1	$1.4M	Hold	18,088	–	–	0.09%	148
2021 Q4	$1.54M	Hold	18,088	–	–	0.1%	149
2021 Q3	$1.43M	Hold	18,088	–	–	0.1%	149
2021 Q2	$1.46M	Hold	18,088	–	–	0.1%	152
2021 Q1	$1.42M	Hold	18,088	–	–	0.11%	150
2020 Q4	$1.31M	Sell	18,088 -32	-0.2%	-$2.13K	0.1%	150
2020 Q3	$1.08M	Hold	18,120	–	–	0.1%	151
2020 Q2	$1.01M	Buy	18,120 +2,272	+14%	+$118K	0.1%	152
2020 Q1	$707K	Buy	15,848 +1,096	+7%	+$60.3K	0.07%	179
2019 Q4	$878K	Buy	14,752 +1,652	+13%	+$94.7K	0.07%	181
2019 Q3	$733K	Sell	13,100 -372	-3%	-$20.9K	0.06%	198
2019 Q2	$762K	Hold	13,472	–	–	0.06%	190
2019 Q1	$738K	Hold	13,472	–	–	0.06%	191
2018 Q4	$644K	Hold	13,472	–	–	0.06%	194
2018 Q3	$785K	Sell	13,472 -468	-3%	-$27.2K	0.07%	190
2018 Q2	$783K	Buy	13,940 +12,084	+651%	+$675K	0.07%	187
2018 Q1	$101K	Buy	1,856 +228	+14%	+$12.6K	0.01%	392
2017 Q4	$88K	Hold	1,628	–	–	0.01%	415
2017 Q3	$82K	Sell	1,628 -100	-6%	-$4.93K	0.01%	424
2017 Q2	$85K	Hold	1,728	–	–	0.01%	434
2017 Q1	$82K	Hold	1,728	–	–	0.01%	428
2016 Q4	$79K	Hold	1,728	–	–	0.01%	416
2016 Q3	$75K	Hold	1,728	–	–	0.01%	389
2016 Q2	$73K	Hold	1,728	–	–	0.01%	354
2016 Q1	$70K	Hold	1,728	–	–	0.01%	354
2015 Q4	$70K	Hold	1,728	–	–	0.01%	354
2015 Q3	$68K	Hold	1,728	–	–	0.01%	352
2015 Q2	$73K	Hold	1,728	–	–	0.01%	349
2015 Q1	$74K	Sell	1,728 -116	-6%	-$4.8K	0.01%	350
2014 Q4	$74K	Buy	1,844 +224	+14%	+$8.7K	0.01%	344
2014 Q3	$61K	Hold	1,620	–	–	0.01%	362
2014 Q2	$64K	Buy	1,620 +800	+98%	+$30.2K	0.01%	345
2014 Q1	$31K	Hold	820	–	–	0.01%	431
2013 Q4	$31K	Hold	820	–	–	0.01%	415
2013 Q3	$29K	Hold	820	–	–	0.01%	413
2013 Q2	$26K	Buy	+820	New	+$26.6K	0.01%	434

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

Trust Company of Vermont's IJK Position: Q2 2026 in Review

Trust Company of Vermont opened a new position in iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2026: 16,895 shares worth $1.99M. The stake represents 0.07% of the portfolio and ranks #151 among its holdings. This is a return to the name: Trust Company of Vermont previously reported a position in IJK as recently as Q4 2025.

Trust Company of Vermont first reported a position in IJK in Q2 2013 and has held it in 52 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Trust Company of Vermont held 16,895 shares of iShares S&P Mid-Cap 400 Growth ETF worth $1.99M as of Q2 2026.
iShares S&P Mid-Cap 400 Growth ETF was a new Trust Company of Vermont position in Q2 2026.
iShares S&P Mid-Cap 400 Growth ETF made up 0.07% of Trust Company of Vermont's portfolio in Q2 2026, its #151 holding.
Trust Company of Vermont first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2013 and has held it in 52 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Trust Company of Vermont's 13F filing for Q2 2026, filed 7 Aug 2026.