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

Allium Financial 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	$538K	Sell	4,578 -260	-5%	-$28.9K	0.35%	39
2026 Q1	$487K	Hold	4,838	–	–	0.39%	37
2025 Q4	$469K	Hold	4,838	–	–	0.37%	38
2025 Q3	$464K	Hold	4,838	–	–	0.38%	40
2025 Q2	$440K	Hold	4,838	–	–	0.38%	42
2025 Q1	$403K	Buy	+4,838	New	+$436K	0.37%	46

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

Allium Financial Advisors's IJK Position: Q2 2026 in Review

Allium Financial Advisors reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 5.4% in Q2 2026, selling an estimated $28.9K and leaving 4,578 shares worth $538K. The position accounts for 0.35% of the portfolio, ranked #39.

Allium Financial Advisors first reported a position in IJK in Q1 2025 and has held it in 6 quarters since. 992 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Allium Financial Advisors held 4,578 shares of iShares S&P Mid-Cap 400 Growth ETF worth $538K as of Q2 2026.
Allium Financial Advisors sold 260 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $28.9K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.35% of Allium Financial Advisors's portfolio in Q2 2026, its #39 holding.
Allium Financial Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2025 and has held it in 6 quarters since.
992 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Allium Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.