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

Aviso Financial’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 Q1	$16.1K	Sell	160 -781	-83%	-$80.2K	﹤0.01%	273
2025 Q4	$91.2K	Sell	941 -4,781	-84%	-$460K	﹤0.01%	236
2025 Q3	$549K	Buy	5,722 +325	+6%	+$30.6K	0.02%	194
2025 Q2	$491K	Buy	5,397 +5	+0.1%	+$428	0.02%	197
2025 Q1	$449K	Buy	5,392 +1,365	+34%	+$123K	0.02%	199
2024 Q4	$366K	Buy	4,027 +785	+24%	+$73.9K	0.02%	215
2024 Q3	$298K	Buy	3,242 +1,023	+46%	+$91.5K	0.01%	229
2024 Q2	$195K	Buy	+2,219	New	+$196K	0.01%	230

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

Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Aviso Financial's IJK Position: Q1 2026 in Review

Aviso Financial reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 83% in Q1 2026, selling an estimated $80.2K and leaving 160 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #273.

Aviso Financial first reported a position in IJK in Q2 2024 and has held it in 8 quarters since. The position peaked at $549K in Q3 2025. 933 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

Aviso Financial held 160 shares of iShares S&P Mid-Cap 400 Growth ETF worth $16.1K as of Q1 2026.
Aviso Financial sold 781 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $80.2K.
iShares S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of Aviso Financial's portfolio in Q1 2026, its #273 holding.
Aviso Financial first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2024 and has held it in 8 quarters since.
Aviso Financial's iShares S&P Mid-Cap 400 Growth ETF position peaked at $549K in Q3 2025.
933 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Aviso Financial's 13F filing for Q1 2026, filed 14 May 2026.