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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
Q2 		– Sell
-160
Closed -$16.1K – 311
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
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

Aviso Financial's IJK Position: Q2 2026 in Review

Aviso Financial sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2026, closing a stake of 160 shares — an estimated $16.1K sold.

Aviso Financial first reported a position in IJK in Q2 2024 and held it in 8 quarters. The position peaked at $549K in Q3 2025. 992 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • Aviso Financial reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Aviso Financial sold 160 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $16.1K.
  • Aviso Financial first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2024 and held it in 8 quarters.
  • Aviso Financial's iShares S&P Mid-Cap 400 Growth ETF position peaked at $549K in Q3 2025.
  • 992 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Aviso Financial's 13F filing for Q2 2026, filed 13 Aug 2026.