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

Fiduciary Alliance’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 		$1.13M Sell
9,595
-2,316
-19% -$257K 0.08% 253
2026
Q1 		$1.28M Buy
11,911
+208
+2% +$21.4K 0.08% 233
2025
Q4 		$1.13M Buy
11,703
+8
+0.1% +$770 0.07% 223
2025
Q3 		$1.12M Buy
11,695
+7
+0.1% +$659 0.08% 221
2025
Q2 		$1.06M Buy
11,688
+110
+1% +$9.42K 0.08% 215
2025
Q1 		$964K Buy
11,578
+6
+0.1% +$540 0.09% 170
2024
Q4 		$1.05M Sell
11,572
-81
-0.7% -$7.63K 0.11% 159
2024
Q3 		$1.07M Buy
11,653
+511
+5% +$45.7K 0.14% 107
2024
Q2 		$974K Sell
11,142
-17
-0.2% -$1.5K 0.16% 90
2024
Q1 		$1.01M Buy
11,159
+6
+0.1% +$500 0.18% 92
2023
Q4 		$884K Buy
11,153
+28
+0.3% +$2.05K 0.17% 83
2023
Q3 		$804K Buy
11,125
+1,059
+11% +$79.9K 0.19% 74
2023
Q2 		$755K Buy
10,066
+9
+0.1% +$643 0.16% 77
2023
Q1 		$719K Buy
10,057
+11
+0.1% +$786 0.18% 75
2022
Q4 		$686K Buy
+10,046
New +$691K 0.18% 74

Other funds holding IJK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SP
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

Fiduciary Alliance's IJK Position: Q2 2026 in Review

Fiduciary Alliance reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 19% in Q2 2026, selling an estimated $257K and leaving 9,595 shares worth $1.13M. The position accounts for 0.08% of the portfolio, ranked #253.

Fiduciary Alliance first reported a position in IJK in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.28M in Q1 2026. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • Fiduciary Alliance held 9,595 shares of iShares S&P Mid-Cap 400 Growth ETF worth $1.13M as of Q2 2026.
  • Fiduciary Alliance sold 2,316 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $257K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.08% of Fiduciary Alliance's portfolio in Q2 2026, its #253 holding.
  • Fiduciary Alliance first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • Fiduciary Alliance's iShares S&P Mid-Cap 400 Growth ETF position peaked at $1.28M in Q1 2026.
  • 990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.