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

Farther Finance 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	$8.75M	Buy	74,498 +6,839	+10%	+$760K	0.07%	250
2026 Q1	$6.88M	Buy	67,659 +559	+0.8%	+$57.4K	0.07%	269
2025 Q4	$6.5M	Buy	67,100 +14,017	+26%	+$1.35M	0.07%	252
2025 Q3	$5.09M	Buy	53,083 +2,020	+4%	+$190K	0.08%	219
2025 Q2	$4.65M	Buy	51,063 +84	+0.2%	+$7.19K	0.09%	203
2025 Q1	$4.28M	Buy	50,979 +3,787	+8%	+$341K	0.11%	179
2024 Q4	$4.29M	Buy	47,192 +5,219	+12%	+$491K	0.16%	119
2024 Q3	$3.86M	Buy	41,973 +10,002	+31%	+$894K	0.14%	123
2024 Q2	$2.79M	Buy	31,971 +4,823	+18%	+$426K	0.14%	123
2024 Q1	$2.47M	Buy	27,148 +2,433	+10%	+$203K	0.15%	119
2023 Q4	$1.96M	Buy	24,715 +7,008	+40%	+$514K	0.14%	133
2023 Q3	$1.28M	Buy	17,707 +17,655	+33,952%	+$1.33M	0.2%	96
2023 Q2	$3.9K	Hold	52	–	–	﹤0.01%	1522
2023 Q1	$3.72K	Hold	52	–	–	﹤0.01%	1433
2022 Q4	$3.55K	Buy	+52	New	+$3.57K	﹤0.01%	1282

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

Farther Finance Advisors's IJK Position: Q2 2026 in Review

Farther Finance Advisors increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 10% in Q2 2026, buying an estimated $760K and bringing the position to 74,498 shares worth $8.75M. The position accounts for 0.07% of the portfolio, ranked #250.

Farther Finance Advisors first reported a position in IJK in Q4 2022 and has held it in 15 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Farther Finance Advisors held 74,498 shares of iShares S&P Mid-Cap 400 Growth ETF worth $8.75M as of Q2 2026.
Farther Finance Advisors bought 6,839 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $760K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.07% of Farther Finance Advisors's portfolio in Q2 2026, its #250 holding.
Farther Finance Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2022 and has held it in 15 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.