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

Atria Investments’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	$1.75M	Buy	14,882 +6,922	+87%	+$769K	0.02%	827
2026 Q1	$801K	Sell	7,960 -8,229	-51%	-$845K	0.01%	1184
2025 Q4	$1.57M	Buy	16,189 +320	+2%	+$30.8K	0.02%	842
2025 Q3	$1.52M	Sell	15,869 -19,617	-55%	-$1.85M	0.02%	840
2025 Q2	$3.23M	Buy	35,486 +96	+0.3%	+$8.22K	0.04%	539
2025 Q1	$2.95M	Sell	35,390 -2,340	-6%	-$211K	0.04%	549
2024 Q4	$3.43M	Buy	37,730 +20	+0.1%	+$1.88K	0.04%	476
2024 Q3	$3.47M	Buy	37,710 +17,425	+86%	+$1.56M	0.04%	474
2024 Q2	$1.79M	Sell	20,285 -1,970	-9%	-$174K	0.02%	685
2024 Q1	$2.03M	Buy	22,255 +2,256	+11%	+$188K	0.03%	647
2023 Q4	$1.58M	Buy	19,999 +1,619	+9%	+$119K	0.02%	689
2023 Q3	$1.33M	Buy	+18,380	New	+$1.39M	0.02%	727
2018 Q1	–	Sell	-25,792	Closed	-$1.39M	–	891
2017 Q4	$1.39M	Buy	+25,792	New	+$1.36M	0.07%	267
2016 Q4	–	Sell	-41,368	Closed	-$1.81M	–	656
2016 Q3	$1.81M	Buy	+41,368	New	+$1.82M	0.17%	107
2015 Q4	–	Sell	-81,760	Closed	-$3.21M	–	406
2015 Q3	$3.21M	Sell	81,760 -3,196	-4%	-$133K	0.44%	36
2015 Q2	$3.6M	Buy	84,956 +5,156	+6%	+$221K	0.42%	38
2015 Q1	$3.42M	Buy	+79,800	New	+$3.3M	0.39%	41

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

Atria Investments's IJK Position: Q2 2026 in Review

Atria Investments increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 87% in Q2 2026, buying an estimated $769K and bringing the position to 14,882 shares worth $1.75M. The position accounts for 0.02% of the portfolio, ranked #827.

Atria Investments first reported a position in IJK in Q1 2015 and has held it in 17 quarters since. The position peaked at $3.6M in Q2 2015. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Atria Investments held 14,882 shares of iShares S&P Mid-Cap 400 Growth ETF worth $1.75M as of Q2 2026.
Atria Investments bought 6,922 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $769K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.02% of Atria Investments's portfolio in Q2 2026, its #827 holding.
Atria Investments first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2015 and has held it in 17 quarters since.
Atria Investments's iShares S&P Mid-Cap 400 Growth ETF position peaked at $3.6M in Q2 2015.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.