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

UBS Group’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 		$224M Sell
1,907,313
-179,171
-9% -$19.9M 0.03% 603
2026
Q1 		$210M Sell
2,086,484
-93,338
-4% -$9.59M 0.03% 596
2025
Q4 		$211M Buy
2,179,822
+30,546
+1% +$2.94M 0.03% 548
2025
Q3 		$206M Buy
2,149,276
+101,025
+5% +$9.52M 0.03% 569
2025
Q2 		$186M Sell
2,048,251
-31,029
-1% -$2.66M 0.03% 567
2025
Q1 		$173M Sell
2,079,280
-111,353
-5% -$10M 0.03% 589
2024
Q4 		$199M Sell
2,190,633
-31,021
-1% -$2.92M 0.04% 513
2024
Q3 		$204M Buy
2,221,654
+40,250
+2% +$3.6M 0.04% 405
2024
Q2 		$192M Buy
2,181,404
+19,907
+0.9% +$1.76M 0.05% 362
2024
Q1 		$197M Buy
2,161,497
+86,566
+4% +$7.22M 0.05% 370
2023
Q4 		$164M Buy
2,074,931
+48,697
+2% +$3.57M 0.05% 376
2023
Q3 		$146M Buy
2,026,234
+37,374
+2% +$2.82M 0.05% 369
2023
Q2 		$149M Buy
1,988,860
+141,112
+8% +$10.1M 0.05% 354
2023
Q1 		$132M Buy
1,847,748
+7,268
+0.4% +$519K 0.05% 371
2022
Q4 		$126M Sell
1,840,480
-70,624
-4% -$4.85M 0.05% 408
2022
Q3 		$120M Buy
1,911,104
+59,436
+3% +$4.1M 0.05% 359
2022
Q2 		$118M Sell
1,851,668
-62,408
-3% -$4.38M 0.05% 397
2022
Q1 		$148M Buy
1,914,076
+21,044
+1% +$1.63M 0.05% 389
2021
Q4 		$161M Sell
1,893,032
-222,261
-11% -$18.6M 0.05% 412
2021
Q3 		$168M Buy
2,115,293
+44,066
+2% +$3.58M 0.05% 346
2021
Q2 		$168M Buy
2,071,227
+67,854
+3% +$5.45M 0.05% 346
2021
Q1 		$157M Sell
2,003,373
-83,763
-4% -$6.45M 0.05% 343
2020
Q4 		$151M Buy
2,087,136
+57,228
+3% +$3.82M 0.05% 351
2020
Q3 		$121M Sell
2,029,908
-69,800
-3% -$4.15M 0.05% 352
2020
Q2 		$118M Sell
2,099,708
-69,608
-3% -$3.62M 0.05% 331
2020
Q1 		$96.8M Sell
2,169,316
-388,928
-15% -$21.4M 0.05% 356
2019
Q4 		$152M Sell
2,558,244
-246,964
-9% -$14.2M 0.05% 324
2019
Q3 		$157M Sell
2,805,208
-38,040
-1% -$2.14M 0.06% 295
2019
Q2 		$161M Buy
2,843,248
+92,536
+3% +$5.13M 0.06% 280
2019
Q1 		$151M Buy
2,750,712
+200,708
+8% +$10.6M 0.06% 278
2018
Q4 		$122M Sell
2,550,004
-53,864
-2% -$2.82M 0.06% 325
2018
Q3 		$152M Sell
2,603,868
-34,540
-1% -$2.01M 0.06% 286
2018
Q2 		$148M Buy
2,638,408
+52,176
+2% +$2.92M 0.06% 289
2018
Q1 		$141M Buy
2,586,232
+26,292
+1% +$1.45M 0.06% 295
2017
Q4 		$138M Buy
2,559,940
+20,176
+0.8% +$1.06M 0.06% 324
2017
Q3 		$128M Sell
2,539,764
-2,604
-0.1% -$128K 0.06% 315
2017
Q2 		$125M Buy
2,542,368
+13,936
+0.6% +$678K 0.06% 310
2017
Q1 		$121M Buy
2,528,432
+200,344
+9% +$9.45M 0.07% 289
2016
Q4 		$106M Buy
2,328,088
+154,672
+7% +$6.81M 0.06% 319
2016
Q3 		$94.9M Buy
2,173,416
+192,920
+10% +$8.47M 0.06% 332
2016
Q2 		$83.7M Sell
1,980,496
-39,624
-2% -$1.64M 0.05% 346
2016
Q1 		$82.1M Sell
2,020,120
-266,480
-12% -$10.2M 0.06% 325
2015
Q4 		$92M Buy
2,286,600
+115,936
+5% +$4.74M 0.06% 326
2015
Q3 		$85.2M Sell
2,170,664
-67,972
-3% -$2.84M 0.06% 320
2015
Q2 		$94.9M Buy
2,238,636
+163,196
+8% +$6.99M 0.06% 318
2015
Q1 		$89M Sell
2,075,440
-281,448
-12% -$11.7M 0.06% 338
2014
Q4 		$94.1M Buy
+2,356,888
New +$91.5M 0.07% 310

Other funds holding IJK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
SP
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group's IJK Position: Q2 2026 in Review

UBS Group reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 8.6% in Q2 2026, selling an estimated $19.9M and leaving 1,907,313 shares worth $224M. The position accounts for 0.03% of the portfolio, ranked #603.

UBS Group first reported a position in IJK in Q4 2014 and has held it in 47 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • UBS Group held 1,907,313 shares of iShares S&P Mid-Cap 400 Growth ETF worth $224M as of Q2 2026.
  • UBS Group sold 179,171 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $19.9M.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.03% of UBS Group's portfolio in Q2 2026, its #603 holding.
  • UBS Group first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2014 and has held it in 47 quarters since.
  • 990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

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