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

Fiduciary Financial Group’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	$522K	Hold	4,445	–	–	0.06%	183
2026 Q1	$447K	Hold	4,445	–	–	0.06%	195
2025 Q4	$431K	Sell	4,445 -1,210	-21%	-$117K	0.06%	193
2025 Q3	$542K	Buy	5,655 +1,500	+36%	+$141K	0.09%	141
2025 Q2	$381K	Hold	4,155	–	–	0.07%	176
2025 Q1	$324K	Hold	4,155	–	–	0.07%	173
2024 Q4	$377K	Hold	4,155	–	–	0.08%	146
2024 Q3	$380K	Hold	4,155	–	–	0.09%	153
2024 Q2	$389K	Buy	+4,155	New	+$367K	0.09%	135

Other funds holding IJK

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

Moment Partners San Francisco, California $555M AUM 26.86% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

Fiduciary Financial Group's IJK Position: Q2 2026 in Review

Fiduciary Financial Group held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 4,445 shares worth $522K. The position accounts for 0.06% of the portfolio, ranked #183.

Fiduciary Financial Group first reported a position in IJK in Q2 2024 and has held it in 9 quarters since. The position peaked at $542K in Q3 2025. 478 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Fiduciary Financial Group held 4,445 shares of iShares S&P Mid-Cap 400 Growth ETF worth $522K as of Q2 2026.
Fiduciary Financial Group left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q2 2026.
iShares S&P Mid-Cap 400 Growth ETF made up 0.06% of Fiduciary Financial Group's portfolio in Q2 2026, its #183 holding.
Fiduciary Financial Group first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2024 and has held it in 9 quarters since.
Fiduciary Financial Group's iShares S&P Mid-Cap 400 Growth ETF position peaked at $542K in Q3 2025.
478 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.