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

Whittier Trust’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	$1.92M	Sell	16,518 -2,124	-11%	-$236K	0.02%	301
2026 Q1	$1.9M	Sell	18,642 -58	-0.3%	-$5.96K	0.02%	273
2025 Q4	$1.9M	Hold	18,700	–	–	0.02%	272
2025 Q3	$1.8M	Hold	18,700	–	–	0.02%	276
2025 Q2	$1.7M	Buy	18,700 +2,792	+18%	+$239K	0.02%	310
2025 Q1	$1.32M	Buy	15,908 +597	+4%	+$53.8K	0.02%	337
2024 Q4	$1.39M	Buy	15,311 +1,487	+11%	+$140K	0.02%	325
2024 Q3	$1.27M	Sell	13,824 -174	-1%	-$15.6K	0.02%	341
2024 Q2	$1.23M	Buy	13,998 +2	+0%	+$177	0.02%	328
2024 Q1	$1.28M	Buy	13,996 +2	+0%	+$167	0.02%	320
2023 Q4	$1.11M	Buy	13,994 +8	+0.1%	+$587	0.02%	341
2023 Q3	$1.01M	Sell	13,986 -200	-1%	-$15.1K	0.02%	346
2023 Q2	$1.06M	Buy	14,186 +3	+0%	+$214	0.02%	346
2023 Q1	$1.01M	Sell	14,183 -6,477	-31%	-$463K	0.02%	350
2022 Q4	$1.41M	Sell	20,660 -919	-4%	-$63.2K	0.03%	307
2022 Q3	$1.36M	Buy	21,579 +17,091	+381%	+$1.18M	0.03%	300
2022 Q2	$286K	Sell	4,488 -300	-6%	-$21.1K	0.01%	563
2022 Q1	$370K	Hold	4,788	–	–	0.01%	551
2021 Q4	$408K	Hold	4,788	–	–	0.01%	526
2021 Q3	$379K	Hold	4,788	–	–	0.01%	511
2021 Q2	$387K	Hold	4,788	–	–	0.01%	520
2021 Q1	$375K	Hold	4,788	–	–	0.01%	517
2020 Q4	$346K	Buy	4,788 +900	+23%	+$60K	0.01%	493
2020 Q3	$232K	Buy	3,888 +928	+31%	+$55.2K	0.01%	542
2020 Q2	$166K	Hold	2,960	–	–	﹤0.01%	582
2020 Q1	$132K	Hold	2,960	–	–	﹤0.01%	603
2019 Q4	$176K	Hold	2,960	–	–	﹤0.01%	579
2019 Q3	$166K	Hold	2,960	–	–	﹤0.01%	580
2019 Q2	$167K	Sell	2,960 -100	-3%	-$5.54K	﹤0.01%	562
2019 Q1	$168K	Hold	3,060	–	–	0.01%	559
2018 Q4	$146K	Hold	3,060	–	–	0.01%	557
2018 Q3	$178K	Hold	3,060	–	–	0.01%	530
2018 Q2	$172K	Buy	3,060 +112	+4%	+$6.26K	0.01%	526
2018 Q1	$161K	Buy	2,948 +400	+16%	+$22.1K	0.01%	547
2017 Q4	$137K	Buy	2,548 +2,168	+571%	+$114K	﹤0.01%	567
2017 Q3	$19K	Hold	380	–	–	﹤0.01%	908
2017 Q2	$19K	Hold	380	–	–	﹤0.01%	884
2017 Q1	$18K	Hold	380	–	–	﹤0.01%	907
2016 Q4	$17K	Buy	380 +40	+12%	+$1.76K	﹤0.01%	906
2016 Q3	$15K	Buy	340 +100	+42%	+$4.39K	﹤0.01%	913
2016 Q2	$10K	Hold	240	–	–	﹤0.01%	987
2016 Q1	$10K	Hold	240	–	–	﹤0.01%	978
2015 Q4	$10K	Hold	240	–	–	﹤0.01%	962
2015 Q3	$9K	Hold	240	–	–	﹤0.01%	973
2015 Q2	$10K	Hold	240	–	–	﹤0.01%	1013
2015 Q1	$10K	Hold	240	–	–	﹤0.01%	1013
2014 Q4	$10K	Hold	240	–	–	﹤0.01%	880
2014 Q3	$9K	Hold	240	–	–	﹤0.01%	870
2014 Q2	$9K	Hold	240	–	–	﹤0.01%	879
2014 Q1	$9K	Hold	240	–	–	﹤0.01%	897
2013 Q4	$9K	Hold	240	–	–	﹤0.01%	903
2013 Q3	$8K	Hold	240	–	–	﹤0.01%	921
2013 Q2	$8K	Buy	+240	New	+$7.79K	﹤0.01%	917

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's IJK Position: Q2 2026 in Review

Whittier Trust reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 11% in Q2 2026, selling an estimated $236K and leaving 16,518 shares worth $1.92M. The position accounts for 0.02% of the portfolio, ranked #301.

Whittier Trust first reported a position in IJK in Q2 2013 and has held it in 53 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Whittier Trust held 16,518 shares of iShares S&P Mid-Cap 400 Growth ETF worth $1.92M as of Q2 2026.
Whittier Trust sold 2,124 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $236K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.02% of Whittier Trust's portfolio in Q2 2026, its #301 holding.
Whittier Trust first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2013 and has held it in 53 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

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