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IJK icon

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

Allworth Financial’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 		$1.43M Sell
12,159
-921
-7% -$102K 0.01% 620
2026
Q1 		$1.32M Sell
13,080
-232
-2% -$23.8K 0.01% 630
2025
Q4 		$1.29M Buy
13,312
+1,173
+10% +$113K 0.01% 620
2025
Q3 		$1.16M Buy
12,139
+393
+3% +$37K 0.01% 627
2025
Q2 		$1.07M Buy
11,746
+5,131
+78% +$439K 0.01% 624
2025
Q1 		$545K Buy
6,615
+68
+1% +$6.13K ﹤0.01% 663
2024
Q4 		$631K Buy
6,547
+1,513
+30% +$142K ﹤0.01% 633
2024
Q3 		$463K Sell
5,034
-268
-5% -$24K ﹤0.01% 593
2024
Q2 		$477K Buy
5,302
+398
+8% +$35.2K ﹤0.01% 577
2024
Q1 		$448K Buy
4,904
+212
+5% +$17.7K ﹤0.01% 571
2023
Q4 		$372K Buy
4,692
+1,888
+67% +$139K ﹤0.01% 589
2023
Q3 		$203K Sell
2,804
-9
-0.3% -$679 ﹤0.01% 677
2023
Q2 		$211K Buy
2,813
+4
+0.1% +$286 ﹤0.01% 684
2023
Q1 		$201K Buy
2,809
+160
+6% +$11.4K ﹤0.01% 652
2022
Q4 		$181K Buy
2,649
+10
+0.4% +$687 ﹤0.01% 659
2022
Q3 		$166K Hold
2,639
– – ﹤0.01% 635
2022
Q2 		$168K Buy
2,639
+4
+0.2% +$281 ﹤0.01% 591
2022
Q1 		$204K Buy
2,635
+183
+7% +$14.1K ﹤0.01% 546
2021
Q4 		$209K Buy
2,452
+1,398
+133% +$117K ﹤0.01% 523
2021
Q3 		$83K Buy
1,054
+466
+79% +$37.8K ﹤0.01% 653
2021
Q2 		$48K Buy
588
+192
+48% +$15.4K ﹤0.01% 630
2021
Q1 		$31K Buy
396
+196
+98% +$15.1K ﹤0.01% 676
2020
Q4 		$14K Buy
200
+28
+16% +$1.87K ﹤0.01% 755
2020
Q3 		$10K Hold
172
– – ﹤0.01% 713
2020
Q2 		$10K Buy
172
+132
+330% +$6.86K ﹤0.01% 727
2020
Q1 		$2K Buy
+40
New +$2.2K ﹤0.01% 1061
2019
Q2 		– Sell
-296
Closed -$16K – 985
2019
Q1 		$16K Buy
+296
New +$15.6K ﹤0.01% 496
2017
Q3 		– Sell
-104
Closed -$5K – 769
2017
Q2 		$5K Buy
+104
New +$5.06K ﹤0.01% 577
2016
Q4 		– Sell
-48
Closed -$2K – 697
2016
Q3 		$2K Buy
+48
New +$2.11K ﹤0.01% 591

Other funds holding IJK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SP
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

Allworth Financial's IJK Position: Q2 2026 in Review

Allworth Financial reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 7% in Q2 2026, selling an estimated $102K and leaving 12,159 shares worth $1.43M. The position accounts for 0.01% of the portfolio, ranked #620.

Allworth Financial first reported a position in IJK in Q3 2016 and has held it in 29 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • Allworth Financial held 12,159 shares of iShares S&P Mid-Cap 400 Growth ETF worth $1.43M as of Q2 2026.
  • Allworth Financial sold 921 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $102K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.01% of Allworth Financial's portfolio in Q2 2026, its #620 holding.
  • Allworth Financial first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2016 and has held it in 29 quarters since.
  • 990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.