WhitTier Trust Company’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

WhitTier Trust 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	$764K	Buy	6,712 +1	+0%	+$111	0.01%	345
2026 Q1	$686K	Sell	6,711 -453	-6%	-$46.5K	0.01%	343
2025 Q4	$727K	Hold	7,164	–	–	0.02%	326
2025 Q3	$691K	Hold	7,164	–	–	0.01%	325
2025 Q2	$652K	Hold	7,164	–	–	0.01%	362
2025 Q1	$597K	Hold	7,164	–	–	0.02%	357
2024 Q4	$651K	Hold	7,164	–	–	0.02%	330
2024 Q3	$659K	Sell	7,164 -70	-1%	-$6.26K	0.02%	326
2024 Q2	$637K	Hold	7,234	–	–	0.02%	321
2024 Q1	$660K	Hold	7,234	–	–	0.02%	315
2023 Q4	$573K	Hold	7,234	–	–	0.02%	328
2023 Q3	$523K	Hold	7,234	–	–	0.02%	330
2023 Q2	$543K	Sell	7,234 -300	-4%	-$21.4K	0.02%	337
2023 Q1	$539K	Sell	7,534 -477	-6%	-$34.1K	0.02%	328
2022 Q4	$547K	Buy	8,011 +1,021	+15%	+$70.2K	0.02%	327
2022 Q3	$441K	Hold	6,990	–	–	0.02%	351
2022 Q2	$445K	Hold	6,990	–	–	0.02%	348
2022 Q1	$540K	Buy	6,990 +530	+8%	+$41K	0.02%	341
2021 Q4	$551K	Sell	6,460 -5,400	-46%	-$453K	0.02%	332
2021 Q3	$939K	Hold	11,860	–	–	0.04%	274
2021 Q2	$960K	Hold	11,860	–	–	0.04%	270
2021 Q1	$929K	Hold	11,860	–	–	0.04%	265
2020 Q4	$857K	Sell	11,860 -4,800	-29%	-$320K	0.04%	255
2020 Q3	$996K	Buy	16,660 +4,800	+40%	+$286K	0.06%	223
2020 Q2	$664K	Sell	11,860 -440	-4%	-$22.9K	0.04%	257
2020 Q1	$549K	Hold	12,300	–	–	0.04%	258
2019 Q4	$732K	Hold	12,300	–	–	0.05%	249
2019 Q3	$688K	Hold	12,300	–	–	0.05%	250
2019 Q2	$696K	Hold	12,300	–	–	0.05%	246
2019 Q1	$674K	Sell	12,300 -200	-2%	-$10.6K	0.05%	245
2018 Q4	$598K	Buy	12,500 +5,600	+81%	+$293K	0.05%	240
2018 Q3	$402K	Hold	6,900	–	–	0.03%	294
2018 Q2	$388K	Hold	6,900	–	–	0.03%	291
2018 Q1	$377K	Hold	6,900	–	–	0.03%	290
2017 Q4	$372K	Hold	6,900	–	–	0.03%	286
2017 Q3	$349K	Hold	6,900	–	–	0.03%	292
2017 Q2	$339K	Hold	6,900	–	–	0.03%	290
2017 Q1	$329K	Hold	6,900	–	–	0.03%	287
2016 Q4	$314K	Hold	6,900	–	–	0.03%	287
2016 Q3	$301K	Hold	6,900	–	–	0.03%	290
2016 Q2	$292K	Hold	6,900	–	–	0.03%	292
2016 Q1	$281K	Hold	6,900	–	–	0.03%	297
2015 Q4	$278K	Hold	6,900	–	–	0.03%	300
2015 Q3	$271K	Hold	6,900	–	–	0.03%	308
2015 Q2	$292K	Hold	6,900	–	–	0.03%	312
2015 Q1	$296K	Hold	6,900	–	–	0.03%	317
2014 Q4	$275K	Hold	6,900	–	–	0.03%	321
2014 Q3	$261K	Sell	6,900 -600	-8%	-$23.3K	0.03%	309
2014 Q2	$295K	Hold	7,500	–	–	0.03%	291
2014 Q1	$287K	Hold	7,500	–	–	0.03%	292
2013 Q4	$282K	Hold	7,500	–	–	0.03%	292
2013 Q3	$261K	Hold	7,500	–	–	0.04%	286
2013 Q2	$242K	Buy	+7,500	New	+$243K	0.03%	281

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

WhitTier Trust Company's IJK Position: Q2 2026 in Review

WhitTier Trust Company increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.01% in Q2 2026, buying an estimated $111 and bringing the position to 6,712 shares worth $764K. The position accounts for 0.01% of the portfolio, ranked #345.

WhitTier Trust Company first reported a position in IJK in Q2 2013 and has held it in 53 quarters since. The position peaked at $996K in Q3 2020. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

WhitTier Trust Company held 6,712 shares of iShares S&P Mid-Cap 400 Growth ETF worth $764K as of Q2 2026.
WhitTier Trust Company bought 1 iShares S&P Mid-Cap 400 Growth ETF share in Q2 2026, an estimated $111.
iShares S&P Mid-Cap 400 Growth ETF made up 0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #345 holding.
WhitTier Trust Company first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2013 and has held it in 53 quarters since.
WhitTier Trust Company's iShares S&P Mid-Cap 400 Growth ETF position peaked at $996K in Q3 2020.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.