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

Avantax Planning Partners’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 		$2.25M Sell
19,152
-454
-2% -$50.4K 0.06% 134
2026
Q1 		$1.97M Sell
19,606
-11
-0.1% -$1.13K 0.05% 136
2025
Q4 		$1.9M Sell
19,617
-1,660
-8% -$160K 0.05% 134
2025
Q3 		$2.04M Sell
21,277
-180
-0.8% -$17K 0.06% 127
2025
Q2 		$1.95M Sell
21,457
-726
-3% -$62.2K 0.06% 136
2025
Q1 		$1.85M Sell
22,183
-1,627
-7% -$147K 0.07% 132
2024
Q4 		$2.17M Sell
23,810
-493
-2% -$46.4K 0.08% 121
2024
Q3 		$2.23M Sell
24,303
-6,232
-20% -$557K 0.08% 121
2024
Q2 		$2.69M Sell
30,535
-740
-2% -$65.4K 0.09% 127
2024
Q1 		$2.85M Sell
31,275
-4,838
-13% -$404K 0.09% 124
2023
Q4 		$2.86M Sell
36,113
-32
-0.1% -$2.35K 0.11% 93
2023
Q3 		$2.61M Sell
36,145
-648
-2% -$48.9K 0.11% 92
2023
Q2 		$2.76M Sell
36,793
-216
-0.6% -$15.4K 0.11% 89
2023
Q1 		$2.65M Sell
37,009
-3,111
-8% -$222K 0.11% 90
2022
Q4 		$2.74M Sell
40,120
-786
-2% -$54K 0.11% 89
2022
Q3 		$2.58M Sell
40,906
-1,989
-5% -$137K 0.12% 87
2022
Q2 		$2.73M Buy
42,895
+14,553
+51% +$1.02M 0.12% 85
2022
Q1 		$2.19M Buy
28,342
+13,572
+92% +$1.05M 0.09% 99
2021
Q4 		$1.26M Buy
14,770
+872
+6% +$73.1K 0.05% 139
2021
Q3 		$1.1M Sell
13,898
-480
-3% -$39K 0.05% 132
2021
Q2 		$1.16M Sell
14,378
-623
-4% -$50K 0.05% 124
2021
Q1 		$1.18M Sell
15,001
-2,923
-16% -$225K 0.06% 122
2020
Q4 		$1.29M Sell
17,924
-4,068
-18% -$271K 0.07% 114
2020
Q3 		$1.31M Sell
21,992
-1,620
-7% -$96.4K 0.07% 111
2020
Q2 		$1.32M Sell
23,612
-2,684
-10% -$139K 0.07% 107
2020
Q1 		$1.17M Sell
26,296
-1,804
-6% -$99.2K 0.08% 100
2019
Q4 		$1.67M Hold
28,100
– – 0.1% 77
2019
Q3 		$1.57M Sell
28,100
-480
-2% -$27K 0.1% 83
2019
Q2 		$1.62M Buy
28,580
+100
+0.4% +$5.54K 0.11% 77
2019
Q1 		$1.56M Sell
28,480
-2,892
-9% -$153K 0.11% 78
2018
Q4 		$1.5M Sell
31,372
-120
-0.4% -$6.28K 0.11% 76
2018
Q3 		$1.83M Sell
31,492
-88
-0.3% -$5.11K 0.15% 54
2018
Q2 		$1.77M Buy
31,580
+24
+0.1% +$1.34K 0.16% 52
2018
Q1 		$1.72M Sell
31,556
-3,232
-9% -$179K 0.15% 58
2017
Q4 		$1.88M Sell
34,788
-20,564
-37% -$1.08M 0.17% 52
2017
Q3 		$2.8M Sell
55,352
-15,860
-22% -$782K 0.22% 43
2017
Q2 		$3.5M Sell
71,212
-3,004
-4% -$146K 0.29% 33
2017
Q1 		$3.54M Sell
74,216
-2,468
-3% -$116K 0.32% 27
2016
Q4 		$3.49M Buy
+76,684
New +$3.38M 0.37% 23

Other funds holding IJK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SP
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

Avantax Planning Partners's IJK Position: Q2 2026 in Review

Avantax Planning Partners reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 2.3% in Q2 2026, selling an estimated $50.4K and leaving 19,152 shares worth $2.25M. The position accounts for 0.06% of the portfolio, ranked #134.

Avantax Planning Partners first reported a position in IJK in Q4 2016 and has held it in 39 quarters since. The position peaked at $3.54M in Q1 2017. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • Avantax Planning Partners held 19,152 shares of iShares S&P Mid-Cap 400 Growth ETF worth $2.25M as of Q2 2026.
  • Avantax Planning Partners sold 454 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $50.4K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.06% of Avantax Planning Partners's portfolio in Q2 2026, its #134 holding.
  • Avantax Planning Partners first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2016 and has held it in 39 quarters since.
  • Avantax Planning Partners's iShares S&P Mid-Cap 400 Growth ETF position peaked at $3.54M in Q1 2017.
  • 990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.