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

CWS Financial 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	$243K	Buy	2,072 +1	+0%	+$111	0.05%	154
2026 Q1	$208K	Hold	2,071	–	–	0.05%	151
2025 Q4	$201K	Buy	+2,071	New	+$199K	0.05%	148
2024 Q4	–	Sell	-2,265	Closed	-$208K	–	129
2024 Q3	$208K	Buy	+2,265	New	+$203K	0.07%	115
2024 Q2	–	Sell	-2,263	Closed	-$206K	–	108
2024 Q1	$206K	Buy	+2,263	New	+$189K	0.08%	103
2022 Q3	–	Sell	-2,262	Closed	-$144K	–	154
2022 Q2	$144K	Buy	+2,262	New	+$159K	0.07%	147

Other funds holding IJK

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

Moment Partners San Francisco, California $555M AUM 26.86% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

CWS Financial Advisors's IJK Position: Q2 2026 in Review

CWS Financial Advisors increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.05% in Q2 2026, buying an estimated $111 and bringing the position to 2,072 shares worth $243K. The position accounts for 0.05% of the portfolio, ranked #154.

CWS Financial Advisors first reported a position in IJK in Q2 2022 and has held it in 6 quarters since. 444 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

CWS Financial Advisors held 2,072 shares of iShares S&P Mid-Cap 400 Growth ETF worth $243K as of Q2 2026.
CWS Financial Advisors bought 1 iShares S&P Mid-Cap 400 Growth ETF share in Q2 2026, an estimated $111.
iShares S&P Mid-Cap 400 Growth ETF made up 0.05% of CWS Financial Advisors's portfolio in Q2 2026, its #154 holding.
CWS Financial Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2022 and has held it in 6 quarters since.
444 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on CWS Financial Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.