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

Avion Wealth’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	$5K	Hold	48	–	–	﹤0.01%	794
2026 Q1	$4K	Hold	48	–	–	﹤0.01%	711
2025 Q4	$4K	Sell	48 -40	-45%	-$3.85K	﹤0.01%	707
2025 Q3	$8K	Hold	88	–	–	﹤0.01%	537
2025 Q2	$8K	Hold	88	–	–	﹤0.01%	523
2025 Q1	$8K	Hold	88	–	–	﹤0.01%	440
2024 Q4	$8K	Hold	88	–	–	﹤0.01%	439
2024 Q3	$8K	Buy	88 +8	+10%	+$715	﹤0.01%	413
2024 Q2	$7K	Hold	80	–	–	﹤0.01%	403
2024 Q1	$8K	Hold	80	–	–	﹤0.01%	354
2023 Q4	$6K	Hold	80	–	–	﹤0.01%	367
2023 Q3	$5K	Hold	80	–	–	﹤0.01%	360
2023 Q2	$6K	Hold	80	–	–	﹤0.01%	338
2023 Q1	$5K	Hold	80	–	–	﹤0.01%	319
2022 Q4	$5K	Hold	80	–	–	﹤0.01%	323
2022 Q3	$5K	Hold	80	–	–	﹤0.01%	329
2022 Q2	$5K	Hold	80	–	–	﹤0.01%	325
2022 Q1	$6K	Hold	80	–	–	﹤0.01%	276
2021 Q4	$7K	Hold	80	–	–	﹤0.01%	267
2021 Q3	$6K	Hold	80	–	–	﹤0.01%	269
2021 Q2	$6K	Hold	80	–	–	﹤0.01%	255
2021 Q1	$6K	Hold	80	–	–	﹤0.01%	249
2020 Q4	$6K	Hold	80	–	–	﹤0.01%	261
2020 Q3	$5K	Hold	80	–	–	﹤0.01%	232
2020 Q2	$4K	Hold	80	–	–	﹤0.01%	214
2020 Q1	$4K	Buy	+80	New	+$4.4K	﹤0.01%	226

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

Avion Wealth's IJK Position: Q2 2026 in Review

Avion Wealth held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 48 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #794.

Avion Wealth first reported a position in IJK in Q1 2020 and has held it in 26 quarters since. The position peaked at $8K in Q3 2025. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Avion Wealth held 48 shares of iShares S&P Mid-Cap 400 Growth ETF worth $5K as of Q2 2026.
Avion Wealth left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q2 2026.
iShares S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #794 holding.
Avion Wealth first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2020 and has held it in 26 quarters since.
Avion Wealth's iShares S&P Mid-Cap 400 Growth ETF position peaked at $8K in Q3 2025.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.