YHB Investment Advisors’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

YHB Investment Advisors’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	$1.62M	Buy	13,822 +80	+0.6%	+$8.89K	0.1%	139
2026 Q1	$1.38M	Buy	13,742 +125	+0.9%	+$12.8K	0.1%	143
2025 Q4	$1.32M	Buy	13,617 +230	+2%	+$22.1K	0.09%	144
2025 Q3	$1.28M	Sell	13,387 -25	-0.2%	-$2.35K	0.09%	145
2025 Q2	$1.22M	Sell	13,412 -25	-0.2%	-$2.14K	0.09%	149
2025 Q1	$1.12M	Sell	13,437 -400	-3%	-$36K	0.09%	147
2024 Q4	$1.26M	Hold	13,837	–	–	0.1%	141
2024 Q3	$1.27M	Hold	13,837	–	–	0.11%	140
2024 Q2	$1.22M	Hold	13,837	–	–	0.1%	142
2024 Q1	$1.26M	Sell	13,837 -1,275	-8%	-$106K	0.11%	139
2023 Q4	$1.2M	Sell	15,112 -4,595	-23%	-$337K	0.12%	136
2023 Q3	$1.42M	Sell	19,707 -700	-3%	-$52.8K	0.13%	133
2023 Q2	$1.53M	Hold	20,407	–	–	0.14%	129
2023 Q1	$1.46M	Hold	20,407	–	–	0.15%	123
2022 Q4	$1.39M	Hold	20,407	–	–	0.15%	125
2022 Q3	$1.29M	Sell	20,407 -514	-2%	-$35.5K	0.14%	128
2022 Q2	$1.33M	Buy	20,921 +122	+0.6%	+$8.57K	0.14%	129
2022 Q1	$1.61M	Hold	20,799	–	–	0.14%	129
2021 Q4	$1.77M	Buy	20,799 +775	+4%	+$65K	0.14%	141
2021 Q3	$1.59M	Hold	20,024	–	–	0.14%	140
2021 Q2	$1.62M	Hold	20,024	–	–	0.14%	139
2021 Q1	$1.64M	Hold	20,024	–	–	0.14%	139
2020 Q4	$1.45M	Hold	20,024	–	–	0.14%	137
2020 Q3	$1.2M	Buy	+20,024	New	+$1.19M	0.13%	140

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

YHB Investment Advisors's IJK Position: Q2 2026 in Review

YHB Investment Advisors increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.58% in Q2 2026, buying an estimated $8.89K and bringing the position to 13,822 shares worth $1.62M. The position accounts for 0.1% of the portfolio, ranked #139.

YHB Investment Advisors first reported a position in IJK in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.77M in Q4 2021. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

YHB Investment Advisors held 13,822 shares of iShares S&P Mid-Cap 400 Growth ETF worth $1.62M as of Q2 2026.
YHB Investment Advisors bought 80 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $8.89K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.1% of YHB Investment Advisors's portfolio in Q2 2026, its #139 holding.
YHB Investment Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2020 and has held it in 24 quarters since.
YHB Investment Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $1.77M in Q4 2021.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.