Envestnet Portfolio Solutions’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Envestnet Portfolio Solutions’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	$1.92M	Sell	16,344 -1,652	-9%	-$183K	0.01%	505
2026 Q1	$1.81M	Sell	17,996 -26,404	-59%	-$2.71M	0.01%	480
2025 Q4	$4.3M	Buy	44,400 +958	+2%	+$92.3K	0.02%	388
2025 Q3	$4.17M	Buy	43,442 +490	+1%	+$46.2K	0.02%	380
2025 Q2	$3.91M	Sell	42,952 -12,464	-22%	-$1.07M	0.01%	416
2025 Q1	$4.62M	Buy	55,416 +4,767	+9%	+$429K	0.02%	381
2024 Q4	$4.61M	Sell	50,649 -3,352	-6%	-$316K	0.02%	414
2024 Q3	$4.96M	Sell	54,001 -1,135	-2%	-$101K	0.02%	393
2024 Q2	$4.86M	Buy	55,136 +482	+0.9%	+$42.6K	0.02%	380
2024 Q1	$4.99M	Sell	54,654 -31,430	-37%	-$2.62M	0.02%	376
2023 Q4	$6.82M	Buy	86,084 +17,717	+26%	+$1.3M	0.03%	266
2023 Q3	$4.94M	Buy	+68,367	New	+$5.16M	0.02%	307

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

Envestnet Portfolio Solutions's IJK Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 9.2% in Q2 2026, selling an estimated $183K and leaving 16,344 shares worth $1.92M. The position accounts for 0.01% of the portfolio, ranked #505.

Envestnet Portfolio Solutions first reported a position in IJK in Q3 2023 and has held it in 12 quarters since. The position peaked at $6.82M in Q4 2023. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Envestnet Portfolio Solutions held 16,344 shares of iShares S&P Mid-Cap 400 Growth ETF worth $1.92M as of Q2 2026.
Envestnet Portfolio Solutions sold 1,652 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $183K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #505 holding.
Envestnet Portfolio Solutions first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's iShares S&P Mid-Cap 400 Growth ETF position peaked at $6.82M in Q4 2023.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.