Vann Equity Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Vann Equity Management’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	$412K	Sell	3,508 -2,011	-36%	-$223K	0.25%	107
2026 Q1	$555K	Buy	+5,519	New	+$567K	0.4%	74

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

Vann Equity Management's IJK Position: Q2 2026 in Review

Vann Equity Management reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 36% in Q2 2026, selling an estimated $223K and leaving 3,508 shares worth $412K. The position accounts for 0.25% of the portfolio, ranked #107.

Vann Equity Management first reported a position in IJK in Q1 2026 and has held it in 2 quarters since. The position peaked at $555K in Q1 2026. 979 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Vann Equity Management held 3,508 shares of iShares S&P Mid-Cap 400 Growth ETF worth $412K as of Q2 2026.
Vann Equity Management sold 2,011 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $223K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.25% of Vann Equity Management's portfolio in Q2 2026, its #107 holding.
Vann Equity Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2026 and has held it in 2 quarters since.
Vann Equity Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $555K in Q1 2026.
979 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Vann Equity Management's 13F filing for Q2 2026, filed 5 Aug 2026.