Wilmington Savings Fund Society’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Wilmington Savings Fund Society’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	$40.4M	Sell	344,211 -23,926	-6%	-$2.66M	0.9%	27
2026 Q1	$37M	Sell	368,137 -31,839	-8%	-$3.27M	0.88%	25
2025 Q4	$38.7M	Sell	399,976 -38,581	-9%	-$3.72M	0.91%	22
2025 Q3	$42.1M	Sell	438,557 -28,821	-6%	-$2.72M	1.01%	18
2025 Q2	$42.5M	Sell	467,378 -6,455	-1%	-$553K	0.76%	23
2025 Q1	$39.5M	Sell	473,833 -4,706	-1%	-$424K	0.74%	26
2024 Q4	$43.5M	Sell	478,539 -11,401	-2%	-$1.07M	0.78%	22
2024 Q3	$45M	Sell	489,940 -36,467	-7%	-$3.26M	0.81%	21
2024 Q2	$46.4M	Sell	526,407 -16,590	-3%	-$1.47M	1.78%	10
2024 Q1	$49.5M	Buy	+542,997	New	+$45.3M	1.9%	7
2023 Q3	$45.6M	Sell	630,863 -32,074	-5%	-$2.42M	2.01%	6
2023 Q2	$49.7M	Sell	662,937 -323,809	-33%	-$23.1M	2.07%	6
2023 Q1	$70.6M	Buy	986,746 +7,894	+0.8%	+$564K	3.12%	6
2022 Q4	$66.9M	Buy	978,852 +69,563	+8%	+$4.78M	3.04%	5
2022 Q3	$57.3M	Buy	909,289 +44,185	+5%	+$3.05M	2.8%	6
2022 Q2	$55.1M	Buy	865,104 +261,905	+43%	+$18.4M	2.54%	6
2022 Q1	$46.6M	Buy	603,199 +25,605	+4%	+$1.98M	1.82%	9
2021 Q4	$49.2M	Buy	577,594 +14,370	+3%	+$1.2M	1.77%	8
2021 Q3	$44.6M	Buy	563,224 +11,137	+2%	+$904K	1.72%	10
2021 Q2	$44.7M	Buy	552,087 +887	+0.2%	+$71.2K	1.7%	9
2021 Q1	$43.2M	Buy	551,200 +39,730	+8%	+$3.06M	1.73%	9
2020 Q4	$36.9M	Buy	511,470 +61,530	+14%	+$4.1M	1.55%	11
2020 Q3	$26.9M	Buy	449,940 +44,820	+11%	+$2.67M	1.25%	19
2020 Q2	$22.7M	Buy	+405,120	New	+$21M	1.12%	21
2020 Q1	–	Sell	-3,800	Closed	-$226K	–	364
2019 Q4	$226K	Buy	+3,800	New	+$218K	0.01%	325
2019 Q2	–	Sell	-4,888	Closed	-$268K	–	346
2019 Q1	$268K	Sell	4,888 -36	-0.7%	-$1.9K	0.01%	312
2018 Q4	$236K	Buy	4,924 +36	+0.7%	+$1.88K	0.01%	313
2018 Q3	$285K	Buy	4,888 +800	+20%	+$46.4K	0.02%	311
2018 Q2	$230K	Sell	4,088 -652	-14%	-$36.4K	0.01%	330
2018 Q1	$258K	Sell	4,740 -200	-4%	-$11.1K	0.01%	303
2017 Q4	$267K	Hold	4,940	–	–	0.01%	303
2017 Q3	$250K	Buy	+4,940	New	+$244K	0.01%	303
2017 Q1	–	Sell	-4,596	Closed	-$210K	–	344
2016 Q4	$210K	Sell	4,596 -1,568	-25%	-$69K	0.01%	307
2016 Q3	$269K	Hold	6,164	–	–	0.02%	288
2016 Q2	$261K	Sell	6,164 -812	-12%	-$33.7K	0.02%	286
2016 Q1	$283K	Sell	6,976 -4,960	-42%	-$189K	0.02%	287
2015 Q4	$480K	Buy	11,936 +1,932	+19%	+$79.1K	0.03%	245
2015 Q3	$393K	Hold	10,004	–	–	0.03%	253
2015 Q2	$424K	Buy	10,004 +1,996	+25%	+$85.5K	0.02%	261
2015 Q1	$343K	Hold	8,008	–	–	0.02%	278
2014 Q4	$320K	Sell	8,008 -2,000	-20%	-$77.6K	0.02%	292
2014 Q3	$379K	Hold	10,008	–	–	0.02%	283
2014 Q2	$393K	Hold	10,008	–	–	0.02%	291
2014 Q1	$383K	Hold	10,008	–	–	0.02%	298
2013 Q4	$376K	Sell	10,008 -624	-6%	-$22.5K	0.02%	296
2013 Q3	$370K	Sell	10,632 -3,880	-27%	-$132K	0.02%	296
2013 Q2	$467K	Buy	+14,512	New	+$471K	0.03%	271

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

Wilmington Savings Fund Society's IJK Position: Q2 2026 in Review

Wilmington Savings Fund Society reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 6.5% in Q2 2026, selling an estimated $2.66M and leaving 344,211 shares worth $40.4M. The position accounts for 0.9% of the portfolio, ranked #27.

Wilmington Savings Fund Society first reported a position in IJK in Q2 2013 and has held it in 47 quarters since. The position peaked at $70.6M in Q1 2023. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Wilmington Savings Fund Society held 344,211 shares of iShares S&P Mid-Cap 400 Growth ETF worth $40.4M as of Q2 2026.
Wilmington Savings Fund Society sold 23,926 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $2.66M.
iShares S&P Mid-Cap 400 Growth ETF made up 0.9% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #27 holding.
Wilmington Savings Fund Society first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2013 and has held it in 47 quarters since.
Wilmington Savings Fund Society's iShares S&P Mid-Cap 400 Growth ETF position peaked at $70.6M in Q1 2023.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.