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

EverSource Wealth 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	$128K	Sell	1,091 -359	-25%	-$39.9K	﹤0.01%	1248
2026 Q1	$146K	Sell	1,450 -345	-19%	-$35.4K	﹤0.01%	1225
2025 Q4	$174K	Hold	1,795	–	–	0.01%	1011
2025 Q3	$172K	Hold	1,795	–	–	0.01%	988
2025 Q2	$163K	Hold	1,795	–	–	0.01%	949
2025 Q1	$149K	Sell	1,795 -198	-10%	-$17.8K	0.01%	771
2024 Q4	$181K	Buy	1,993 +383	+24%	+$36.1K	0.01%	690
2024 Q3	$148K	Hold	1,610	–	–	0.01%	660
2024 Q2	$148K	Hold	1,610	–	–	0.01%	667
2024 Q1	$138K	Hold	1,610	–	–	0.01%	603
2023 Q4	$128K	Hold	1,610	–	–	0.01%	563
2023 Q3	$116K	Hold	1,610	–	–	0.01%	518
2023 Q2	$121K	Hold	1,610	–	–	0.01%	518
2023 Q1	$115K	Hold	1,610	–	–	0.01%	498
2022 Q4	$110K	Buy	+1,610	New	+$111K	0.02%	481
2022 Q1	–	Sell	-4,240	Closed	-$362K	–	1775
2021 Q4	$362K	Buy	+4,240	New	+$356K	0.1%	156

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

EverSource Wealth Advisors's IJK Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 25% in Q2 2026, selling an estimated $39.9K and leaving 1,091 shares worth $128K. The position accounts for ﹤0.01% of the portfolio, ranked #1248.

EverSource Wealth Advisors first reported a position in IJK in Q4 2021 and has held it in 16 quarters since. The position peaked at $362K in Q4 2021. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

EverSource Wealth Advisors held 1,091 shares of iShares S&P Mid-Cap 400 Growth ETF worth $128K as of Q2 2026.
EverSource Wealth Advisors sold 359 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $39.9K.
iShares S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1248 holding.
EverSource Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2021 and has held it in 16 quarters since.
EverSource Wealth Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $362K in Q4 2021.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.