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

ARQ 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	–	Sell	-3,688	Closed	-$371K	–	221
2026 Q1	$371K	Sell	3,688 -62	-2%	-$6.37K	0.07%	150
2025 Q4	$363K	Hold	3,750	–	–	0.1%	104
2025 Q3	$360K	Hold	3,750	–	–	0.11%	107
2025 Q2	$312K	Hold	3,750	–	–	0.11%	88
2025 Q1	$312K	Hold	3,750	–	–	0.12%	83
2024 Q4	$341K	Sell	3,750 -92	-2%	-$8.66K	0.13%	79
2024 Q3	$350K	Hold	3,842	–	–	0.13%	75
2024 Q2	$339K	Hold	3,842	–	–	0.15%	69
2024 Q1	$351K	Hold	3,842	–	–	0.15%	69
2023 Q4	$304K	Sell	3,842 -195	-5%	-$14.3K	0.18%	50
2023 Q3	$292K	Hold	4,037	–	–	0.22%	48
2023 Q2	$303K	Hold	4,037	–	–	0.2%	49
2023 Q1	$289K	Hold	4,037	–	–	0.21%	46
2022 Q4	$276K	Sell	4,037 -132	-3%	-$9.07K	0.18%	42
2022 Q3	$263K	Hold	4,169	–	–	0.2%	43
2022 Q2	$266K	Hold	4,169	–	–	0.19%	46
2022 Q1	$322K	Hold	4,169	–	–	0.22%	43
2021 Q4	$355K	Hold	4,169	–	–	0.25%	41
2021 Q3	$330K	Sell	4,169 -19	-0.5%	-$1.54K	0.21%	43
2021 Q2	$339K	Hold	4,188	–	–	0.22%	43
2021 Q1	$328K	Sell	4,188 -67	-2%	-$5.16K	0.21%	43
2020 Q4	$307K	Sell	4,255 -45	-1%	-$3K	0.19%	43
2020 Q3	$257K	Hold	4,300	–	–	0.25%	40
2020 Q2	$241K	Buy	+4,300	New	+$223K	0.23%	40

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

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

ARQ Wealth Advisors sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2026, closing a stake of 3,688 shares — an estimated $371K sold.

ARQ Wealth Advisors first reported a position in IJK in Q2 2020 and held it in 24 quarters. The position peaked at $371K in Q1 2026. 992 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

ARQ Wealth Advisors reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2026 after selling out during the quarter.
ARQ Wealth Advisors sold 3,688 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $371K.
ARQ Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2020 and held it in 24 quarters.
ARQ Wealth Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $371K in Q1 2026.
992 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on ARQ Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.