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

Welch & Forbes’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	$984K	Hold	8,373	–	–	0.01%	234
2026 Q1	$842K	Hold	8,373	–	–	0.01%	235
2025 Q4	$811K	Sell	8,373 -30	-0.4%	-$2.89K	0.01%	240
2025 Q3	$806K	Sell	8,403 -20	-0.2%	-$1.88K	0.01%	242
2025 Q2	$766K	Hold	8,423	–	–	0.01%	246
2025 Q1	$701K	Hold	8,423	–	–	0.01%	248
2024 Q4	$766K	Hold	8,423	–	–	0.01%	246
2024 Q3	$774K	Hold	8,423	–	–	0.01%	247
2024 Q2	$738K	Sell	8,423 -1,500	-15%	-$133K	0.01%	248
2024 Q1	$905K	Buy	9,923 +165	+2%	+$13.8K	0.01%	234
2023 Q4	$773K	Buy	9,758 +573	+6%	+$42K	0.01%	245
2023 Q3	$664K	Hold	9,185	–	–	0.01%	254
2023 Q2	$689K	Sell	9,185 -370	-4%	-$26.4K	0.01%	256
2023 Q1	$683K	Hold	9,555	–	–	0.01%	253
2022 Q4	$653K	Hold	9,555	–	–	0.01%	260
2022 Q3	$602K	Buy	9,555 +2,309	+32%	+$159K	0.01%	258
2022 Q2	$462K	Buy	7,246 +46	+0.6%	+$3.23K	0.01%	290
2022 Q1	$557K	Hold	7,200	–	–	0.01%	283
2021 Q4	$614K	Hold	7,200	–	–	0.01%	274
2021 Q3	$571K	Hold	7,200	–	–	0.01%	274
2021 Q2	$583K	Buy	7,200 +1,500	+26%	+$120K	0.01%	281
2021 Q1	$447K	Hold	5,700	–	–	0.01%	292
2020 Q4	$411K	Sell	5,700 -720	-11%	-$48K	0.01%	298
2020 Q3	$384K	Sell	6,420 -1,320	-17%	-$78.5K	0.01%	273
2020 Q2	$433K	Hold	7,740	–	–	0.01%	251
2020 Q1	$345K	Buy	7,740 +3,000	+63%	+$165K	0.01%	263
2019 Q4	$282K	Buy	4,740 +140	+3%	+$8.02K	0.01%	312
2019 Q3	$257K	Hold	4,600	–	–	0.01%	325
2019 Q2	$260K	Buy	4,600 +200	+5%	+$11.1K	0.01%	313
2019 Q1	$241K	Hold	4,400	–	–	0.01%	321
2018 Q4	$210K	Hold	4,400	–	–	0.01%	323
2018 Q3	$256K	Hold	4,400	–	–	0.01%	324
2018 Q2	$247K	Hold	4,400	–	–	0.01%	325
2018 Q1	$240K	Sell	4,400 -160	-4%	-$8.85K	0.01%	326
2017 Q4	$247K	Hold	4,560	–	–	0.01%	312
2017 Q3	$230K	Hold	4,560	–	–	0.01%	314
2017 Q2	$225K	Hold	4,560	–	–	0.01%	328
2017 Q1	$218K	Hold	4,560	–	–	0.01%	324
2016 Q4	$207K	Hold	4,560	–	–	0.01%	329
2016 Q3	$200K	Buy	+4,560	New	+$200K	0.01%	294

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

Welch & Forbes's IJK Position: Q2 2026 in Review

Welch & Forbes held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 8,373 shares worth $984K. The position accounts for 0.01% of the portfolio, ranked #234.

Welch & Forbes first reported a position in IJK in Q3 2016 and has held it in 40 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Welch & Forbes held 8,373 shares of iShares S&P Mid-Cap 400 Growth ETF worth $984K as of Q2 2026.
Welch & Forbes 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 0.01% of Welch & Forbes's portfolio in Q2 2026, its #234 holding.
Welch & Forbes first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2016 and has held it in 40 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.