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

Umpqua 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	$1.86M	Sell	15,868 -928	-6%	-$103K	0.42%	61
2026 Q1	$1.69M	Sell	16,796 -1,074	-6%	-$110K	0.48%	54
2025 Q4	$1.73M	Sell	17,870 -84	-0.5%	-$8.09K	0.48%	54
2025 Q3	$1.72M	Buy	17,954 +465	+3%	+$43.8K	0.48%	55
2025 Q2	$1.62M	Sell	17,489 -3,366	-16%	-$288K	0.49%	57
2025 Q1	$1.74M	Sell	20,855 -2,184	-9%	-$197K	0.6%	48
2024 Q4	$2.13M	Buy	23,039 +5,819	+34%	+$548K	0.74%	40
2024 Q3	$1.58M	Buy	17,220 +1,271	+8%	+$114K	0.58%	51
2024 Q2	$1.41M	Buy	15,949 +1,446	+10%	+$128K	0.54%	52
2024 Q1	$1.32M	Buy	+14,503	New	+$1.21M	0.54%	52

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

Umpqua Bank's IJK Position: Q2 2026 in Review

Umpqua Bank reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 5.5% in Q2 2026, selling an estimated $103K and leaving 15,868 shares worth $1.86M. The position accounts for 0.42% of the portfolio, ranked #61.

Umpqua Bank first reported a position in IJK in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.13M in Q4 2024. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Umpqua Bank held 15,868 shares of iShares S&P Mid-Cap 400 Growth ETF worth $1.86M as of Q2 2026.
Umpqua Bank sold 928 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $103K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.42% of Umpqua Bank's portfolio in Q2 2026, its #61 holding.
Umpqua Bank first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2024 and has held it in 10 quarters since.
Umpqua Bank's iShares S&P Mid-Cap 400 Growth ETF position peaked at $2.13M in Q4 2024.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Umpqua Bank's 13F filing for Q2 2026, filed 24 Jul 2026.