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

Ally Invest 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 Q1	$419K	Buy	4,161 +681	+20%	+$70K	0.03%	59
2025 Q4	$337K	Buy	3,480 +12	+0.3%	+$1.16K	0.02%	65
2025 Q3	$333K	Sell	3,468 -93	-3%	-$8.76K	0.02%	65
2025 Q2	$324K	Buy	+3,561	New	+$305K	0.03%	63

Other funds holding IJK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ally Invest Advisors's IJK Position: Q1 2026 in Review

Ally Invest Advisors increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 20% in Q1 2026, buying an estimated $70K and bringing the position to 4,161 shares worth $419K. The position accounts for 0.03% of the portfolio, ranked #59.

Ally Invest Advisors first reported a position in IJK in Q2 2025 and has held it in 4 quarters since. 934 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

Ally Invest Advisors held 4,161 shares of iShares S&P Mid-Cap 400 Growth ETF worth $419K as of Q1 2026.
Ally Invest Advisors bought 681 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $70K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.03% of Ally Invest Advisors's portfolio in Q1 2026, its #59 holding.
Ally Invest Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2025 and has held it in 4 quarters since.
934 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Ally Invest Advisors's 13F filing for Q1 2026, filed 12 May 2026.