UB
IJK icon

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

UMB Bank’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 		$4.28M Sell
36,415
-3,198
-8% -$355K 0.05% 191
2026
Q1 		$3.99M Sell
39,613
-2,047
-5% -$210K 0.06% 195
2025
Q4 		$4.04M Buy
41,660
+2,391
+6% +$230K 0.05% 198
2025
Q3 		$3.77M Sell
39,269
-1,642
-4% -$155K 0.06% 187
2025
Q2 		$3.72M Sell
40,911
-121
-0.3% -$10.4K 0.06% 188
2025
Q1 		$3.42M Hold
41,032
– – 0.06% 186
2024
Q4 		$3.73M Sell
41,032
-5,615
-12% -$529K 0.06% 183
2024
Q3 		$4.29M Buy
46,647
+5,368
+13% +$480K 0.07% 170
2024
Q2 		$3.64M Sell
41,279
-536
-1% -$47.4K 0.06% 180
2024
Q1 		$3.82M Sell
41,815
-1,079
-3% -$90K 0.06% 186
2023
Q4 		$3.4M Sell
42,894
-393
-0.9% -$28.8K 0.05% 193
2023
Q3 		$3.13M Sell
43,287
-237
-0.5% -$17.9K 0.05% 194
2023
Q2 		$3.26M Sell
43,524
-146
-0.3% -$10.4K 0.05% 202
2023
Q1 		$3.12M Sell
43,670
-2,560
-6% -$183K 0.05% 206
2022
Q4 		$3.16M Sell
46,230
-441
-0.9% -$30.3K 0.05% 211
2022
Q3 		$2.94M Sell
46,671
-135
-0.3% -$9.32K 0.05% 214
2022
Q2 		$2.98M Sell
46,806
-1,392
-3% -$97.8K 0.05% 235
2022
Q1 		$3.73M Sell
48,198
-396
-0.8% -$30.6K 0.05% 228
2021
Q4 		$4.14M Buy
48,594
+16,361
+51% +$1.37M 0.05% 221
2021
Q3 		$2.55M Buy
32,233
+7,013
+28% +$569K 0.06% 177
2021
Q2 		$2.04M Hold
25,220
– – 0.05% 189
2021
Q1 		$1.98M Sell
25,220
-172
-0.7% -$13.2K 0.05% 186
2020
Q4 		$1.83M Sell
25,392
-6,696
-21% -$447K 0.05% 183
2020
Q3 		$1.8M Hold
32,088
– – 0.06% 175
2020
Q2 		$1.8M Sell
32,088
-5,472
-15% -$284K 0.06% 175
2020
Q1 		$1.68M Sell
37,560
-2,336
-6% -$129K 0.06% 171
2019
Q4 		$2.38M Sell
39,896
-2,224
-5% -$127K 0.07% 168
2019
Q3 		$2.36M Buy
42,120
+1,104
+3% +$62.1K 0.06% 166
2019
Q2 		$2.32M Buy
41,016
+1,168
+3% +$64.8K 0.06% 168
2019
Q1 		$2.18M Sell
39,848
-264
-0.7% -$13.9K 0.07% 168
2018
Q4 		$1.92M Sell
40,112
-924
-2% -$48.4K 0.06% 167
2018
Q3 		$2.39M Buy
41,036
+928
+2% +$53.9K 0.07% 161
2018
Q2 		$2.25M Buy
40,108
+1,572
+4% +$87.9K 0.07% 159
2018
Q1 		$2.1M Sell
38,536
-968
-2% -$53.5K 0.07% 163
2017
Q4 		$2.13M Sell
39,504
-4
-0% -$211 0.07% 166
2017
Q3 		$2M Sell
39,508
-1,976
-5% -$97.4K 0.07% 161
2017
Q2 		$2.04M Buy
41,484
+800
+2% +$38.9K 0.07% 163
2017
Q1 		$1.94M Sell
40,684
-916
-2% -$43.2K 0.07% 163
2016
Q4 		$1.9M Buy
41,600
+4,432
+12% +$195K 0.07% 160
2016
Q3 		$1.62M Sell
37,168
-2,252
-6% -$98.8K 0.07% 174
2016
Q2 		$1.67M Sell
39,420
-1,228
-3% -$50.9K 0.07% 168
2016
Q1 		$1.65M Buy
40,648
+13,612
+50% +$520K 0.07% 163
2015
Q4 		$1.09M Buy
+27,036
New +$1.11M 0.05% 188

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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

UMB Bank's IJK Position: Q2 2026 in Review

UMB Bank reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 8.1% in Q2 2026, selling an estimated $355K and leaving 36,415 shares worth $4.28M. The position accounts for 0.05% of the portfolio, ranked #191.

UMB Bank first reported a position in IJK in Q4 2015 and has held it in 43 quarters since. The position peaked at $4.29M in Q3 2024. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • UMB Bank held 36,415 shares of iShares S&P Mid-Cap 400 Growth ETF worth $4.28M as of Q2 2026.
  • UMB Bank sold 3,198 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $355K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.05% of UMB Bank's portfolio in Q2 2026, its #191 holding.
  • UMB Bank first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2015 and has held it in 43 quarters since.
  • UMB Bank's iShares S&P Mid-Cap 400 Growth ETF position peaked at $4.29M in Q3 2024.
  • 990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.