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

Arcadia 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	$263K	Hold	2,240	–	–	0.11%	38
2026 Q1	$225K	Hold	2,240	–	–	0.11%	37
2025 Q4	$217K	Hold	2,240	–	–	0.1%	38
2025 Q3	$215K	Hold	2,240	–	–	0.1%	39
2025 Q2	$204K	Hold	2,240	–	–	0.11%	37
2025 Q1	$187K	Hold	2,240	–	–	0.1%	36
2024 Q4	$204K	Hold	2,240	–	–	0.11%	35
2024 Q3	$206K	Hold	2,240	–	–	0.11%	36
2024 Q2	$197K	Hold	2,240	–	–	0.11%	36
2024 Q1	$204K	Hold	2,240	–	–	0.12%	35
2023 Q4	$177K	Sell	2,240 -228	-9%	-$16.7K	0.11%	37
2023 Q3	$178K	Hold	2,468	–	–	0.12%	34
2023 Q2	$185K	Hold	2,468	–	–	0.12%	36
2023 Q1	$176K	Hold	2,468	–	–	0.12%	36
2022 Q4	$169K	Hold	2,468	–	–	0.12%	36
2022 Q3	$156K	Sell	2,468 -728	-23%	-$50.3K	0.12%	38
2022 Q2	$204K	Hold	3,196	–	–	0.15%	34
2022 Q1	$247K	Hold	3,196	–	–	0.15%	37
2021 Q4	$272K	Sell	3,196 -360	-10%	-$30.2K	0.14%	38
2021 Q3	$282K	Hold	3,556	–	–	0.15%	38
2021 Q2	$288K	Hold	3,556	–	–	0.15%	36
2021 Q1	$279K	Hold	3,556	–	–	0.15%	35
2020 Q4	$257K	Sell	3,556 -1,476	-29%	-$98.4K	0.15%	33
2020 Q3	$301K	Hold	5,032	–	–	0.19%	32
2020 Q2	$282K	Sell	5,032 -700	-12%	-$36.4K	0.19%	33
2020 Q1	$256K	Buy	+5,732	New	+$315K	0.2%	36

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 22.9% 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

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

Arcadia Investment Advisors held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 2,240 shares worth $263K. The position accounts for 0.11% of the portfolio, ranked #38.

Arcadia Investment Advisors first reported a position in IJK in Q1 2020 and has held it in 26 quarters since. The position peaked at $301K in Q3 2020. 993 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Arcadia Investment Advisors held 2,240 shares of iShares S&P Mid-Cap 400 Growth ETF worth $263K as of Q2 2026.
Arcadia Investment Advisors left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q2 2026.
iShares S&P Mid-Cap 400 Growth ETF made up 0.11% of Arcadia Investment Advisors's portfolio in Q2 2026, its #38 holding.
Arcadia Investment Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2020 and has held it in 26 quarters since.
Arcadia Investment Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $301K in Q3 2020.
993 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

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