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Verdence Capital Advisors’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Verdence Capital Advisors’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 		$1.79M Hold
15,274
– – 0.09% 188
2026
Q1 		$1.54M Sell
15,274
-266
-2% -$27.3K 0.09% 213
2025
Q4 		$1.51M Sell
15,540
-369
-2% -$35.5K 0.09% 204
2025
Q3 		$1.56M Buy
15,909
+684
+4% +$64.4K 0.09% 219
2025
Q2 		$1.39M Hold
15,225
– – 0.09% 209
2025
Q1 		$1.27M Sell
15,225
-21
-0.1% -$1.89K 0.1% 214
2024
Q4 		$1.39M Sell
15,246
-5
-0% -$471 0.11% 206
2024
Q3 		$1.4M Hold
15,251
– – 0.11% 212
2024
Q2 		$1.34M Buy
15,251
+6
+0% +$530 0.12% 203
2024
Q1 		$1.39M Hold
15,245
– – 0.13% 197
2023
Q4 		$1.21M Hold
15,245
– – 0.12% 194
2023
Q3 		$1.1M Hold
15,245
– – 0.12% 194
2023
Q2 		$1.14M Buy
15,245
+1
+0% +$71 0.13% 176
2023
Q1 		$1.09M Buy
+15,244
New +$1.09M 0.13% 182

Other funds holding IJK

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
MP
Moment Partners San Francisco, California $555M AUM 26.86% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Verdence Capital Advisors's IJK Position: Q2 2026 in Review

Verdence Capital Advisors held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 15,274 shares worth $1.79M. The position accounts for 0.09% of the portfolio, ranked #188.

Verdence Capital Advisors first reported a position in IJK in Q1 2023 and has held it in 14 quarters since. 512 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • Verdence Capital Advisors held 15,274 shares of iShares S&P Mid-Cap 400 Growth ETF worth $1.79M as of Q2 2026.
  • Verdence Capital Advisors left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q2 2026.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.09% of Verdence Capital Advisors's portfolio in Q2 2026, its #188 holding.
  • Verdence Capital Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2023 and has held it in 14 quarters since.
  • 512 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Verdence Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.