White Pine Investment Company’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

White Pine Investment Company’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	$11.9M	Buy	101,317 +42	+0%	+$4.67K	2.54%	8
2026 Q1	$10.2M	Buy	101,275 +292	+0.3%	+$30K	2.37%	12
2025 Q4	$9.78M	Buy	100,983 +843	+0.8%	+$81.2K	2.31%	15
2025 Q3	$9.6M	Buy	100,140 +968	+1%	+$91.2K	2.28%	16
2025 Q2	$9.02M	Sell	99,172 -156	-0.2%	-$13.4K	2.25%	16
2025 Q1	$8.27M	Buy	99,328 +3,631	+4%	+$327K	2.23%	17
2024 Q4	$8.7M	Buy	95,697 +35,480	+59%	+$3.34M	2.35%	15
2024 Q3	$5.54M	Buy	+60,217	New	+$5.38M	1.52%	28

Other funds holding IJK

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PLFA

Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

White Pine Investment Company's IJK Position: Q2 2026 in Review

White Pine Investment Company increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.04% in Q2 2026, buying an estimated $4.67K and bringing the position to 101,317 shares worth $11.9M. The position accounts for 2.54% of the portfolio, ranked #8.

White Pine Investment Company first reported a position in IJK in Q3 2024 and has held it in 8 quarters since. 581 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

White Pine Investment Company held 101,317 shares of iShares S&P Mid-Cap 400 Growth ETF worth $11.9M as of Q2 2026.
White Pine Investment Company bought 42 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $4.67K.
iShares S&P Mid-Cap 400 Growth ETF made up 2.54% of White Pine Investment Company's portfolio in Q2 2026, its #8 holding.
White Pine Investment Company first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2024 and has held it in 8 quarters since.
581 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on White Pine Investment Company's 13F filing for Q2 2026, filed 20 Jul 2026.