CFS Investment Advisory Services’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

CFS Investment Advisory Services’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	$4.19M	Sell	36,413 -632	-2%	-$70.2K	0.28%	73
2026 Q1	$4.07M	Sell	37,045 -538	-1%	-$55.3K	0.28%	73
2025 Q4	$3.64M	Sell	37,583 -37	-0.1%	-$3.56K	0.27%	77
2025 Q3	$3.66M	Sell	37,620 -4	-0%	-$377	0.27%	73
2025 Q2	$3.42M	Sell	37,624 -4,421	-11%	-$379K	0.28%	76
2025 Q1	$3.5M	Sell	42,045 -3,093	-7%	-$279K	0.31%	72
2024 Q4	$4.1M	Sell	45,138 -267	-0.6%	-$25.1K	0.37%	62
2024 Q3	$4.17M	Sell	45,405 -45,567	-50%	-$4.07M	0.35%	58
2024 Q2	$8.02M	Buy	+90,972	New	+$8.04M	0.65%	35
2023 Q4	–	Sell	-46,984	Closed	-$3.39M	–	157
2023 Q3	$3.39M	Sell	46,984 -1,452	-3%	-$109K	0.54%	38
2023 Q2	$3.63M	Sell	48,436 -541	-1%	-$38.6K	0.46%	37
2023 Q1	$3.5M	Buy	+48,977	New	+$3.5M	0.64%	30
2022 Q3	–	Sell	-64,167	Closed	-$4.09M	–	158
2022 Q2	$4.09M	Buy	+64,167	New	+$4.51M	0.63%	30
2021 Q4	$5.08M	Sell	66,555 -5,907	-8%	-$495K	0.68%	26
2021 Q3	$5.74M	Buy	+72,462	New	+$5.88M	0.79%	27
2020 Q4	$5.67M	Buy	+78,447	New	+$5.23M	0.9%	23

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

CFS Investment Advisory Services's IJK Position: Q2 2026 in Review

CFS Investment Advisory Services reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 1.7% in Q2 2026, selling an estimated $70.2K and leaving 36,413 shares worth $4.19M. The position accounts for 0.28% of the portfolio, ranked #73.

CFS Investment Advisory Services first reported a position in IJK in Q4 2020 and has held it in 16 quarters since. The position peaked at $8.02M in Q2 2024. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

CFS Investment Advisory Services held 36,413 shares of iShares S&P Mid-Cap 400 Growth ETF worth $4.19M as of Q2 2026.
CFS Investment Advisory Services sold 632 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $70.2K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.28% of CFS Investment Advisory Services's portfolio in Q2 2026, its #73 holding.
CFS Investment Advisory Services first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2020 and has held it in 16 quarters since.
CFS Investment Advisory Services's iShares S&P Mid-Cap 400 Growth ETF position peaked at $8.02M in Q2 2024.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.