Van Den Berg Management I’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Van Den Berg Management I’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	–	Sell	-41	Closed	-$4.13K	–	125
2026 Q1	$4.13K	Sell	41 -23	-36%	-$2.36K	﹤0.01%	122
2025 Q4	$6.2K	Buy	+64	New	+$6.16K	﹤0.01%	116

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

Van Den Berg Management I's IJK Position: Q2 2026 in Review

Van Den Berg Management I sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2026, closing a stake of 41 shares — an estimated $4.13K sold.

Van Den Berg Management I first reported a position in IJK in Q4 2025 and held it in 2 quarters. The position peaked at $6.2K in Q4 2025. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Van Den Berg Management I reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2026 after selling out during the quarter.
Van Den Berg Management I sold 41 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $4.13K.
Van Den Berg Management I first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2025 and held it in 2 quarters.
Van Den Berg Management I's iShares S&P Mid-Cap 400 Growth ETF position peaked at $6.2K in Q4 2025.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Van Den Berg Management I's 13F filing for Q2 2026, filed 14 Aug 2026.