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

Financial Alternatives’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	$1.07M	Hold	9,084	–	–	0.53%	33
2026 Q1	$914K	Hold	9,084	–	–	0.49%	33
2025 Q4	$880K	Hold	9,084	–	–	0.51%	33
2025 Q3	$871K	Hold	9,084	–	–	0.53%	33
2025 Q2	$826K	Hold	9,084	–	–	0.54%	33
2025 Q1	$757K	Hold	9,084	–	–	0.54%	31
2024 Q4	$826K	Hold	9,084	–	–	0.58%	31
2024 Q3	$835K	Hold	9,084	–	–	0.59%	30
2024 Q2	$800K	Hold	9,084	–	–	0.6%	31
2024 Q1	$829K	Hold	9,084	–	–	0.64%	30
2023 Q4	$720K	Hold	9,084	–	–	0.61%	30
2023 Q3	$656K	Hold	9,084	–	–	0.61%	32
2023 Q2	$681K	Sell	9,084 -1,400	-13%	-$100K	0.62%	32
2023 Q1	$750K	Sell	10,484 -100	-0.9%	-$7.14K	0.72%	29
2022 Q4	$723K	Buy	+10,584	New	+$727K	0.72%	31

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

Financial Alternatives's IJK Position: Q2 2026 in Review

Financial Alternatives held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 9,084 shares worth $1.07M. The position accounts for 0.53% of the portfolio, ranked #33.

Financial Alternatives 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.

Financial Alternatives held 9,084 shares of iShares S&P Mid-Cap 400 Growth ETF worth $1.07M as of Q2 2026.
Financial Alternatives 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 0.53% of Financial Alternatives's portfolio in Q2 2026, its #33 holding.
Financial Alternatives 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 Financial Alternatives's 13F filing for Q2 2026, filed 11 Aug 2026.