Y-Intercept (HK)’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Y-Intercept (HK)’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	–	Sell	-8,772	Closed	-$883K	–	1929
2026 Q1	$883K	Buy	+8,772	New	+$901K	0.02%	1083
2025 Q2	–	Sell	-11,301	Closed	-$941K	–	1802
2025 Q1	$941K	Buy	11,301 +5,918	+110%	+$533K	0.06%	428
2024 Q4	$489K	Buy	5,383 +2,686	+100%	+$253K	0.03%	739
2024 Q3	$248K	Buy	+2,697	New	+$241K	0.02%	1081
2023 Q3	–	Sell	-7,252	Closed	-$544K	–	1295
2023 Q2	$544K	Buy	+7,252	New	+$518K	0.06%	532
2022 Q4	–	Sell	-12,005	Closed	-$757K	–	1157
2022 Q3	$757K	Buy	+12,005	New	+$829K	0.08%	388

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-Intercept (HK)'s IJK Position: Q2 2026 in Review

Y-Intercept (HK) sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2026, closing a stake of 8,772 shares — an estimated $883K sold.

Y-Intercept (HK) first reported a position in IJK in Q3 2022 and held it in 6 quarters. The position peaked at $941K in Q1 2025. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Y-Intercept (HK) reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2026 after selling out during the quarter.
Y-Intercept (HK) sold 8,772 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $883K.
Y-Intercept (HK) first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2022 and held it in 6 quarters.
Y-Intercept (HK)'s iShares S&P Mid-Cap 400 Growth ETF position peaked at $941K in Q1 2025.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.