Avantax Advisory Services’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Avantax Advisory Services’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
2025 Q2	$6.1M	Sell	67,030 -20,484	-23%	-$1.75M	0.03%	392
2025 Q1	$7.29M	Buy	87,514 +4,320	+5%	+$389K	0.04%	319
2024 Q4	$7.56M	Buy	83,194 +19,757	+31%	+$1.86M	0.05%	293
2024 Q3	$5.83M	Buy	63,437 +2,729	+4%	+$244K	0.04%	348
2024 Q2	$5.35M	Buy	60,708 +5,938	+11%	+$525K	0.04%	348
2024 Q1	$5M	Sell	54,770 -379	-0.7%	-$31.6K	0.04%	306
2023 Q4	$4.37M	Sell	55,149 -19,850	-26%	-$1.46M	0.04%	304
2023 Q3	$5.42M	Buy	74,999 +879	+1%	+$66.3K	0.06%	235
2023 Q2	$5.56M	Buy	74,120 +7,709	+12%	+$550K	0.06%	233
2023 Q1	$4.75M	Buy	66,411 +2,683	+4%	+$192K	0.06%	255
2022 Q4	$4.35M	Buy	63,728 +4,015	+7%	+$276K	0.06%	250
2022 Q3	$3.76M	Buy	59,713 +6,140	+11%	+$424K	0.06%	252
2022 Q2	$3.41M	Buy	53,573 +2,414	+5%	+$170K	0.05%	269
2022 Q1	$3.94M	Buy	51,159 +2,533	+5%	+$196K	0.05%	246
2021 Q4	$4.15M	Buy	48,626 +3,448	+8%	+$289K	0.06%	230
2021 Q3	$3.57M	Buy	45,178 +20	+0%	+$1.62K	0.06%	234
2021 Q2	$3.65M	Sell	45,158 -29,068	-39%	-$2.33M	0.07%	220
2021 Q1	$5.82M	Buy	74,226 +35,907	+94%	+$2.77M	0.13%	132
2020 Q4	$2.77M	Sell	38,319 -70,777	-65%	-$4.72M	0.07%	208
2020 Q3	$6.53M	Buy	109,096 +83,828	+332%	+$4.99M	0.1%	166
2020 Q2	$1.41M	Sell	25,268 -9,272	-27%	-$482K	0.04%	281
2020 Q1	$1.54M	Sell	34,540 -18,376	-35%	-$1.01M	0.05%	231
2019 Q4	$3.15M	Buy	52,916 +10,472	+25%	+$600K	0.07%	154
2019 Q3	$2.38M	Buy	42,444 +5,648	+15%	+$318K	0.1%	110
2019 Q2	$2.08M	Buy	36,796 +4,856	+15%	+$269K	0.09%	111
2019 Q1	$1.75M	Buy	31,940 +13,088	+69%	+$691K	0.09%	118
2018 Q4	$902K	Buy	+18,852	New	+$987K	0.15%	142

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Avantax Advisory Services's IJK Position: Q2 2025 in Review

Avantax Advisory Services reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 23% in Q2 2025, selling an estimated $1.75M and leaving 67,030 shares worth $6.1M. The position accounts for 0.03% of the portfolio, ranked #392.

Avantax Advisory Services first reported a position in IJK in Q4 2018 and has held it in 27 quarters since. The position peaked at $7.56M in Q4 2024. 867 funds tracked by Wall St. Rank hold IJK as of Q2 2025.

Avantax Advisory Services held 67,030 shares of iShares S&P Mid-Cap 400 Growth ETF worth $6.1M as of Q2 2025.
Avantax Advisory Services sold 20,484 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2025, an estimated $1.75M.
iShares S&P Mid-Cap 400 Growth ETF made up 0.03% of Avantax Advisory Services's portfolio in Q2 2025, its #392 holding.
Avantax Advisory Services first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2018 and has held it in 27 quarters since.
Avantax Advisory Services's iShares S&P Mid-Cap 400 Growth ETF position peaked at $7.56M in Q4 2024.
867 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.