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

Vickerman Investment 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	$488K	Hold	4,154	–	–	0.09%	77
2026 Q1	$418K	Hold	4,154	–	–	0.09%	74
2025 Q4	$402K	Buy	4,154 +142	+4%	+$13.7K	0.08%	72
2025 Q3	$385K	Hold	4,012	–	–	0.08%	68
2025 Q2	$365K	Sell	4,012 -114	-3%	-$9.76K	0.08%	70
2025 Q1	$344K	Hold	4,126	–	–	0.08%	73
2024 Q4	$375K	Hold	4,126	–	–	0.1%	59
2024 Q3	$379K	Hold	4,126	–	–	0.11%	58
2024 Q2	$364K	Sell	4,126 -45	-1%	-$3.98K	0.12%	57
2024 Q1	$381K	Sell	4,171 -47	-1%	-$3.92K	0.12%	56
2023 Q4	$334K	Hold	4,218	–	–	0.11%	56
2023 Q3	$305K	Sell	4,218 -416	-9%	-$31.4K	0.12%	60
2023 Q2	$348K	Hold	4,634	–	–	0.14%	60
2023 Q1	$331K	Sell	4,634 -262	-5%	-$18.7K	0.13%	62
2022 Q4	$334K	Sell	4,896 -363	-7%	-$25K	0.15%	64
2022 Q3	$331K	Sell	5,259 -91	-2%	-$6.28K	0.16%	62
2022 Q2	$341K	Sell	5,350 -81	-1%	-$5.69K	0.16%	64
2022 Q1	$382K	Sell	5,431 -332	-6%	-$25.7K	0.17%	66
2021 Q4	$491K	Sell	5,763 -3,445	-37%	-$289K	0.2%	64
2021 Q3	$729K	Buy	+9,208	New	+$748K	0.29%	58

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

Vickerman Investment Advisors's IJK Position: Q2 2026 in Review

Vickerman Investment Advisors held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 4,154 shares worth $488K. The position accounts for 0.09% of the portfolio, ranked #77.

Vickerman Investment Advisors first reported a position in IJK in Q3 2021 and has held it in 20 quarters since. The position peaked at $729K in Q3 2021. 992 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Vickerman Investment Advisors held 4,154 shares of iShares S&P Mid-Cap 400 Growth ETF worth $488K as of Q2 2026.
Vickerman Investment 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 Vickerman Investment Advisors's portfolio in Q2 2026, its #77 holding.
Vickerman Investment Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2021 and has held it in 20 quarters since.
Vickerman Investment Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $729K in Q3 2021.
992 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Vickerman Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.