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

Arkadios Wealth 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	$7.31M	Sell	62,244 -7,619	-11%	-$846K	0.11%	194
2026 Q1	$7.03M	Buy	69,863 +8,501	+14%	+$873K	0.11%	208
2025 Q4	$5.94M	Buy	61,362 +53,779	+709%	+$5.18M	0.12%	192
2025 Q3	$727K	Buy	7,583 +141	+2%	+$13.3K	0.02%	776
2025 Q2	$677K	Buy	7,442 +265	+4%	+$22.7K	0.02%	732
2025 Q1	$598K	Buy	7,177 +73	+1%	+$6.58K	0.02%	641
2024 Q4	$646K	Sell	7,104 -24	-0.3%	-$2.26K	0.04%	453
2024 Q3	$655K	Sell	7,128 -417	-6%	-$37.3K	0.04%	452
2024 Q2	$665K	Buy	7,545 +1	+0%	+$88	0.04%	383
2024 Q1	$688K	Buy	7,544 +70	+0.9%	+$5.84K	0.05%	313
2023 Q4	$592K	Sell	7,474 -62	-0.8%	-$4.55K	0.05%	325
2023 Q3	$544K	Sell	7,536 -3,736	-33%	-$282K	0.05%	313
2023 Q2	$845K	Buy	11,272 +422	+4%	+$30.1K	0.1%	211
2023 Q1	$776K	Buy	10,850 +12	+0.1%	+$857	0.09%	225
2022 Q4	$740K	Buy	10,838 +12	+0.1%	+$825	0.1%	216
2022 Q3	$682K	Sell	10,826 -100	-0.9%	-$6.9K	0.1%	208
2022 Q2	$696K	Buy	10,926 +10	+0.1%	+$702	0.1%	225
2022 Q1	$843K	Buy	10,916 +24	+0.2%	+$1.85K	0.11%	214
2021 Q4	$929K	Buy	10,892 +7	+0.1%	+$587	0.12%	200
2021 Q3	$862K	Buy	10,885 +6	+0.1%	+$487	0.12%	188
2021 Q2	$880K	Buy	10,879 +2,971	+38%	+$238K	0.11%	226
2021 Q1	$619K	Buy	7,908 +554	+8%	+$42.7K	0.1%	216
2020 Q4	$531K	Buy	7,354 +198	+3%	+$13.2K	0.11%	191
2020 Q3	$457K	Sell	7,156 -84	-1%	-$5K	0.23%	105
2020 Q2	$408K	Sell	7,240 -4	-0.1%	-$208	0.23%	106
2020 Q1	$323K	Buy	7,244 +4	+0.1%	+$220	0.21%	116
2019 Q4	$446K	Buy	+7,240	New	+$415K	0.27%	89

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

Arkadios Wealth Advisors's IJK Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 11% in Q2 2026, selling an estimated $846K and leaving 62,244 shares worth $7.31M. The position accounts for 0.11% of the portfolio, ranked #194.

Arkadios Wealth Advisors first reported a position in IJK in Q4 2019 and has held it in 27 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Arkadios Wealth Advisors held 62,244 shares of iShares S&P Mid-Cap 400 Growth ETF worth $7.31M as of Q2 2026.
Arkadios Wealth Advisors sold 7,619 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $846K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.11% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #194 holding.
Arkadios Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2019 and has held it in 27 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.