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

Evoke Wealth’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	–	Sell	-7,403	Closed	-$745K	–	305
2026 Q1	$745K	Sell	7,403 -59	-0.8%	-$6.06K	0.01%	323
2025 Q4	$723K	Buy	7,462 +82	+1%	+$7.9K	0.01%	319
2025 Q3	$708K	Sell	7,380 -4,566	-38%	-$430K	0.01%	296
2025 Q2	$1.09M	Buy	+11,946	New	+$1.02M	0.02%	226

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

Evoke Wealth's IJK Position: Q2 2026 in Review

Evoke Wealth sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2026, closing a stake of 7,403 shares — an estimated $745K sold.

Evoke Wealth first reported a position in IJK in Q2 2025 and held it in 4 quarters. The position peaked at $1.09M in Q2 2025. 991 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Evoke Wealth reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2026 after selling out during the quarter.
Evoke Wealth sold 7,403 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $745K.
Evoke Wealth first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2025 and held it in 4 quarters.
Evoke Wealth's iShares S&P Mid-Cap 400 Growth ETF position peaked at $1.09M in Q2 2025.
991 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.