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

UBS AM’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	$1.06M	Sell	9,013 -5,775	-39%	-$641K	﹤0.01%	2323
2026 Q1	$1.49M	Buy	14,788 +9,815	+197%	+$1.01M	﹤0.01%	2175
2025 Q4	$482K	Buy	+4,973	New	+$479K	﹤0.01%	2327
2019 Q4	–	Sell	-16,336	Closed	-$914K	–	2672
2019 Q3	$914K	Sell	16,336 -196	-1%	-$11K	﹤0.01%	1999
2019 Q2	$935K	Buy	16,532 +7,264	+78%	+$403K	﹤0.01%	1916
2019 Q1	$508K	Sell	9,268 -712	-7%	-$37.6K	﹤0.01%	2107
2018 Q4	$477K	Sell	9,980 -864	-8%	-$45.2K	﹤0.01%	2013
2018 Q3	$632K	Sell	10,844 -184	-2%	-$10.7K	﹤0.01%	1982
2018 Q2	$620K	Sell	11,028 -1,308	-11%	-$73.1K	﹤0.01%	2003
2018 Q1	$673K	Buy	12,336 +12,096	+5,040%	+$669K	﹤0.01%	1908
2017 Q4	$12.9K	Hold	240	–	–	﹤0.01%	2492
2017 Q3	$12.1K	Hold	240	–	–	﹤0.01%	2452
2017 Q2	$11.8K	Hold	240	–	–	﹤0.01%	2445
2017 Q1	$11.5K	Hold	240	–	–	﹤0.01%	2395
2016 Q4	$11K	Buy	+240	New	+$10.6K	﹤0.01%	2381

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

UBS AM's IJK Position: Q2 2026 in Review

UBS AM reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 39% in Q2 2026, selling an estimated $641K and leaving 9,013 shares worth $1.06M. The position accounts for ﹤0.01% of the portfolio, ranked #2323.

UBS AM first reported a position in IJK in Q4 2016 and has held it in 15 quarters since. The position peaked at $1.49M in Q1 2026. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

UBS AM held 9,013 shares of iShares S&P Mid-Cap 400 Growth ETF worth $1.06M as of Q2 2026.
UBS AM sold 5,775 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $641K.
iShares S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2323 holding.
UBS AM first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2016 and has held it in 15 quarters since.
UBS AM's iShares S&P Mid-Cap 400 Growth ETF position peaked at $1.49M in Q1 2026.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.