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Beacon Pointe Advisors’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Beacon Pointe Advisors’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 		$3.61M Sell
30,765
-2,369
-7% -$263K 0.02% 588
2026
Q1 		$3.33M Buy
33,134
+1,401
+4% +$144K 0.02% 593
2025
Q4 		$3.07M Buy
31,733
+20,259
+177% +$1.95M 0.02% 503
2025
Q3 		$1.1M Buy
11,474
+1,806
+19% +$170K 0.01% 727
2025
Q2 		$880K Sell
9,668
-43
-0.4% -$3.68K 0.01% 703
2025
Q1 		$809K Buy
9,711
+53
+0.5% +$4.77K 0.01% 692
2024
Q4 		$878K Buy
9,658
+1,281
+15% +$121K 0.01% 665
2024
Q3 		$770K Sell
8,377
-282
-3% -$25.2K 0.01% 707
2024
Q2 		$763K Sell
8,659
-1,247
-13% -$110K 0.01% 719
2024
Q1 		$904K Sell
9,906
-141
-1% -$11.8K 0.01% 724
2023
Q4 		$796K Buy
10,047
+884
+10% +$64.9K 0.01% 739
2023
Q3 		$662K Buy
9,163
+918
+11% +$69.2K 0.01% 766
2023
Q2 		$618K Sell
8,245
-601
-7% -$42.9K 0.01% 654
2023
Q1 		$633K Buy
8,846
+659
+8% +$47.1K 0.01% 681
2022
Q4 		$559K Buy
8,187
+27
+0.3% +$1.86K 0.01% 650
2022
Q3 		$513K Buy
8,160
+262
+3% +$18.1K 0.01% 629
2022
Q2 		$502K Sell
7,898
-2,083
-21% -$146K 0.01% 647
2022
Q1 		$771K Buy
9,981
+4,745
+91% +$367K 0.01% 686
2021
Q4 		$446K Buy
5,236
+4
+0.1% +$335 0.01% 603
2021
Q3 		$414K Hold
5,232
– – 0.01% 592
2021
Q2 		$423K Buy
5,232
+502
+11% +$40.3K 0.02% 542
2021
Q1 		$370K Hold
4,730
– – 0.02% 344
2020
Q4 		$341K Sell
4,730
-534
-10% -$35.6K 0.02% 343
2020
Q3 		$315K Buy
+5,264
New +$313K 0.03% 290

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

Beacon Pointe Advisors's IJK Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 7.1% in Q2 2026, selling an estimated $263K and leaving 30,765 shares worth $3.61M. The position accounts for 0.02% of the portfolio, ranked #588.

Beacon Pointe Advisors first reported a position in IJK in Q3 2020 and has held it in 24 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • Beacon Pointe Advisors held 30,765 shares of iShares S&P Mid-Cap 400 Growth ETF worth $3.61M as of Q2 2026.
  • Beacon Pointe Advisors sold 2,369 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $263K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.02% of Beacon Pointe Advisors's portfolio in Q2 2026, its #588 holding.
  • Beacon Pointe Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2020 and has held it in 24 quarters since.
  • 990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.