Watchman Group’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Watchman Group’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	$1.46M	Sell	12,426 -111	-0.9%	-$12.3K	0.33%	46
2026 Q1	$1.26M	Sell	12,537 -1,015	-7%	-$104K	0.31%	48
2025 Q4	$1.31M	Sell	13,552 -545	-4%	-$52.5K	0.31%	48
2025 Q3	$1.35M	Sell	14,097 -1,314	-9%	-$124K	0.33%	48
2025 Q2	$1.4M	Sell	15,411 -1,141	-7%	-$97.7K	0.37%	46
2025 Q1	$1.38M	Sell	16,552 -11,607	-41%	-$1.05M	0.39%	49
2024 Q4	$2.56M	Sell	28,159 -9,419	-25%	-$887K	0.67%	45
2024 Q3	$3.45M	Buy	37,578 +3,138	+9%	+$281K	0.9%	40
2024 Q2	$3.03M	Buy	34,440 +3,204	+10%	+$283K	0.97%	41
2024 Q1	$2.85M	Buy	31,236 +1,570	+5%	+$131K	0.86%	46
2023 Q4	$2.35M	Buy	29,666 +5,173	+21%	+$380K	0.77%	46
2023 Q3	$1.77M	Buy	24,493 +6,964	+40%	+$525K	0.75%	46
2023 Q2	$1.31M	Buy	17,529 +10,175	+138%	+$726K	0.65%	41
2023 Q1	$526K	Buy	7,354 +1,185	+19%	+$84.6K	0.27%	50
2022 Q4	$421K	Buy	+6,169	New	+$424K	0.23%	55

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

Watchman Group's IJK Position: Q2 2026 in Review

Watchman Group reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.89% in Q2 2026, selling an estimated $12.3K and leaving 12,426 shares worth $1.46M. The position accounts for 0.33% of the portfolio, ranked #46.

Watchman Group first reported a position in IJK in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.45M in Q3 2024. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Watchman Group held 12,426 shares of iShares S&P Mid-Cap 400 Growth ETF worth $1.46M as of Q2 2026.
Watchman Group sold 111 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $12.3K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.33% of Watchman Group's portfolio in Q2 2026, its #46 holding.
Watchman Group first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2022 and has held it in 15 quarters since.
Watchman Group's iShares S&P Mid-Cap 400 Growth ETF position peaked at $3.45M in Q3 2024.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Watchman Group's 13F filing for Q2 2026, filed 27 Jul 2026.