Waldron Private Wealth’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Waldron Private Wealth’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	$721K	Hold	6,134	–	–	0.03%	186
2026 Q1	$617K	Hold	6,134	–	–	0.02%	191
2025 Q4	$594K	Hold	6,134	–	–	0.02%	190
2025 Q3	$588K	Hold	6,134	–	–	0.02%	187
2025 Q2	$558K	Hold	6,134	–	–	0.02%	182
2025 Q1	$511K	Hold	6,134	–	–	0.02%	183
2024 Q4	$558K	Hold	6,134	–	–	0.02%	240
2024 Q3	$564K	Buy	6,134 +1,376	+29%	+$123K	0.02%	237
2024 Q2	$419K	Hold	4,758	–	–	0.02%	253
2024 Q1	$434K	Buy	4,758 +168	+4%	+$14K	0.02%	258
2023 Q4	$364K	Hold	4,590	–	–	0.02%	282
2023 Q3	$333K	Sell	4,590 -40	-0.9%	-$3.02K	0.02%	269
2023 Q2	$347K	Sell	4,630 -128	-3%	-$9.14K	0.02%	268
2023 Q1	$340K	Sell	4,758 -7,240	-60%	-$517K	0.02%	307
2022 Q4	$756K	Hold	11,998	–	–	0.05%	186
2022 Q3	$756K	Buy	11,998 +8,410	+234%	+$581K	0.05%	186
2022 Q2	$228K	Hold	3,588	–	–	0.01%	347
2022 Q1	$277K	Hold	3,588	–	–	0.01%	331
2021 Q4	$305K	Buy	+3,588	New	+$301K	0.02%	308

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

Waldron Private Wealth's IJK Position: Q2 2026 in Review

Waldron Private Wealth held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 6,134 shares worth $721K. The position accounts for 0.03% of the portfolio, ranked #186.

Waldron Private Wealth first reported a position in IJK in Q4 2021 and has held it in 19 quarters since. The position peaked at $756K in Q4 2022. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Waldron Private Wealth held 6,134 shares of iShares S&P Mid-Cap 400 Growth ETF worth $721K as of Q2 2026.
Waldron Private Wealth 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 0.03% of Waldron Private Wealth's portfolio in Q2 2026, its #186 holding.
Waldron Private Wealth first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2021 and has held it in 19 quarters since.
Waldron Private Wealth's iShares S&P Mid-Cap 400 Growth ETF position peaked at $756K in Q4 2022.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.