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

Centaurus 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	$296K	Sell	2,523 -119,611	-98%	-$13.3M	0.01%	751
2026 Q1	$12.3M	Buy	+122,134	New	+$12.5M	0.58%	34
2025 Q1	–	Sell	-1,503	Closed	-$137K	–	911
2024 Q4	$137K	Sell	1,503 -33,384	-96%	-$3.14M	0.01%	784
2024 Q3	$3.21M	Buy	34,887 +24,075	+223%	+$2.15M	0.2%	106
2024 Q2	$953K	Buy	10,812 +8,220	+317%	+$727K	0.06%	251
2024 Q1	$236K	Sell	2,592 -2,020	-44%	-$169K	0.02%	573
2023 Q4	$365K	Buy	+4,612	New	+$338K	0.03%	427
2023 Q3	–	Sell	-1,383	Closed	-$104K	–	775
2023 Q2	$104K	Sell	1,383 -1,733	-56%	-$124K	0.01%	715
2023 Q1	$223K	Buy	3,116 +718	+30%	+$51.3K	0.02%	632
2022 Q4	$164K	Sell	2,398 -325	-12%	-$22.3K	0.02%	657
2022 Q3	$172K	Buy	2,723 +42	+2%	+$2.9K	0.02%	657
2022 Q2	$171K	Sell	2,681 -46	-2%	-$3.23K	0.02%	672
2022 Q1	$211K	Hold	2,727	–	–	0.02%	652
2021 Q4	$232K	Sell	2,727 -308	-10%	-$25.8K	0.02%	637
2021 Q3	$240K	Hold	3,035	–	–	0.02%	601
2021 Q2	$246K	Hold	3,035	–	–	0.02%	619
2021 Q1	$238K	Sell	3,035 -6,704	-69%	-$516K	0.02%	554
2020 Q4	$703K	Sell	9,739 -9,125	-48%	-$608K	0.07%	298
2020 Q3	$1.13M	Buy	18,864 +4,828	+34%	+$287K	0.16%	152
2020 Q2	$786K	Buy	14,036 +10,456	+292%	+$543K	0.12%	207
2020 Q1	$160K	Buy	3,580 +228	+7%	+$12.5K	0.03%	386
2019 Q4	$200K	Buy	+3,352	New	+$192K	0.03%	456
2019 Q3	–	Sell	-2,800	Closed	-$158K	–	506
2019 Q2	$158K	Sell	2,800 -328	-10%	-$18.2K	0.02%	480
2019 Q1	$171K	Sell	3,128 -872	-22%	-$46K	0.03%	439
2018 Q4	$100K	Hold	4,000	–	–	0.02%	465
2018 Q3	$123K	Sell	4,000 -11,672	-74%	-$678K	0.02%	475
2018 Q2	$881K	Buy	15,672 +9,168	+141%	+$512K	0.12%	187
2018 Q1	$355K	Sell	6,504 -7,780	-54%	-$430K	0.08%	240
2017 Q4	$771K	Buy	+14,284	New	+$753K	0.2%	126

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

Centaurus Financial's IJK Position: Q2 2026 in Review

Centaurus Financial reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 98% in Q2 2026, selling an estimated $13.3M and leaving 2,523 shares worth $296K. The position accounts for 0.01% of the portfolio, ranked #751.

Centaurus Financial first reported a position in IJK in Q4 2017 and has held it in 29 quarters since. The position peaked at $12.3M in Q1 2026. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Centaurus Financial held 2,523 shares of iShares S&P Mid-Cap 400 Growth ETF worth $296K as of Q2 2026.
Centaurus Financial sold 119,611 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $13.3M.
iShares S&P Mid-Cap 400 Growth ETF made up 0.01% of Centaurus Financial's portfolio in Q2 2026, its #751 holding.
Centaurus Financial first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2017 and has held it in 29 quarters since.
Centaurus Financial's iShares S&P Mid-Cap 400 Growth ETF position peaked at $12.3M in Q1 2026.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Centaurus Financial's 13F filing for Q2 2026, filed 17 Aug 2026.