Y.D. More Investments’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Y.D. More Investments’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	$79.9K	Hold	680	–	–	﹤0.01%	299
2026 Q1	$68.4K	Hold	680	–	–	﹤0.01%	289
2025 Q4	$65.9K	Hold	680	–	–	﹤0.01%	280
2025 Q3	$65.2K	Hold	680	–	–	﹤0.01%	278
2025 Q2	$61.9K	Hold	680	–	–	﹤0.01%	294
2025 Q1	$56.6K	Hold	680	–	–	0.01%	300
2024 Q4	$61.8K	Sell	680 -120	-15%	-$11.3K	0.01%	285
2024 Q3	$73.5K	Hold	800	–	–	0.01%	275
2024 Q2	$70.5K	Sell	800 -40	-5%	-$3.54K	0.01%	281
2024 Q1	$76.7K	Sell	840 -200	-19%	-$16.7K	0.01%	214
2023 Q4	$82.4K	Sell	1,040 -320	-24%	-$23.5K	0.02%	213
2023 Q3	$98.2K	Sell	1,360 -150	-10%	-$11.3K	0.02%	199
2023 Q2	$113K	Sell	1,510 -150	-9%	-$10.7K	0.03%	169
2023 Q1	$119K	Sell	1,660 -80	-5%	-$5.71K	0.03%	167
2022 Q4	$119K	Buy	+1,740	New	+$120K	0.03%	194

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

Y.D. More Investments's IJK Position: Q2 2026 in Review

Y.D. More Investments held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 680 shares worth $79.9K. The position accounts for ﹤0.01% of the portfolio, ranked #299.

Y.D. More Investments first reported a position in IJK in Q4 2022 and has held it in 15 quarters since. The position peaked at $119K in Q4 2022. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Y.D. More Investments held 680 shares of iShares S&P Mid-Cap 400 Growth ETF worth $79.9K as of Q2 2026.
Y.D. More Investments 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 Y.D. More Investments's portfolio in Q2 2026, its #299 holding.
Y.D. More Investments first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2022 and has held it in 15 quarters since.
Y.D. More Investments's iShares S&P Mid-Cap 400 Growth ETF position peaked at $119K in Q4 2022.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Y.D. More Investments's 13F filing for Q2 2026, filed 5 Aug 2026.