Financial Engines Advisors
IJK icon

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

Financial Engines 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 		$137M Sell
1,169,953
-61,393
-5% -$6.82M 0.24% 37
2026
Q1 		$124M Sell
1,231,346
-79,304
-6% -$8.15M 0.25% 37
2025
Q4 		$127M Sell
1,310,650
-32,888
-2% -$3.17M 0.24% 37
2025
Q3 		$129M Sell
1,343,538
-49,872
-4% -$4.7M 0.25% 35
2025
Q2 		$127M Buy
1,393,410
+59,554
+4% +$5.1M 0.25% 35
2025
Q1 		$111M Sell
1,333,856
-20,465
-2% -$1.84M 0.24% 35
2024
Q4 		$123M Sell
1,354,321
-70,461
-5% -$6.64M 0.26% 33
2024
Q3 		$131M Sell
1,424,782
-94,468
-6% -$8.45M 0.27% 34
2024
Q2 		$134M Sell
1,519,250
-34,421
-2% -$3.04M 0.3% 33
2024
Q1 		$142M Sell
1,553,671
-85,583
-5% -$7.14M 0.32% 33
2023
Q4 		$130M Sell
1,639,254
-20,916
-1% -$1.53M 0.31% 33
2023
Q3 		$120M Sell
1,660,170
-42,230
-2% -$3.18M 0.32% 33
2023
Q2 		$128M Sell
1,702,400
-16,767
-1% -$1.2M 0.32% 32
2023
Q1 		$123M Sell
1,719,167
-33,309
-2% -$2.38M 0.33% 33
2022
Q4 		$120M Sell
1,752,476
-28,697
-2% -$1.97M 0.34% 34
2022
Q3 		$112M Sell
1,781,173
-18,470
-1% -$1.28M 0.37% 32
2022
Q2 		$115M Sell
1,799,643
-83,316
-4% -$5.85M 0.35% 33
2022
Q1 		$145M Buy
1,882,959
+69,886
+4% +$5.4M 0.39% 34
2021
Q4 		$155M Sell
1,813,073
-12,361
-0.7% -$1.04M 0.41% 34
2021
Q3 		$145M Sell
1,825,434
-29,325
-2% -$2.38M 0.43% 34
2021
Q2 		$150M Sell
1,854,759
-7,601
-0.4% -$610K 0.44% 34
2021
Q1 		$146M Sell
1,862,360
-248,636
-12% -$19.2M 0.46% 33
2020
Q4 		$152M Sell
2,110,996
-367,912
-15% -$24.5M 0.52% 32
2020
Q3 		$148M Sell
2,478,908
-507,720
-17% -$30.2M 0.59% 31
2020
Q2 		$167M Sell
2,986,628
-531,504
-15% -$27.6M 0.73% 25
2020
Q1 		$157M Buy
3,518,132
+1,276,868
+57% +$70.2M 0.84% 21
2019
Q4 		$133M Sell
2,241,264
-47,384
-2% -$2.72M 0.65% 25
2019
Q3 		$128M Buy
2,288,648
+41,584
+2% +$2.34M 0.69% 25
2019
Q2 		$127M Buy
2,247,064
+15,564
+0.7% +$863K 0.74% 23
2019
Q1 		$122M Buy
2,231,500
+90,168
+4% +$4.76M 0.67% 23
2018
Q4 		$103M Buy
2,141,332
+2,141,292
+5,353,230% +$112M 0.71% 24
2018
Q3 		$2K Buy
+40
New +$2.32K ﹤0.01% 145

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

Financial Engines Advisors's IJK Position: Q2 2026 in Review

Financial Engines Advisors reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 5% in Q2 2026, selling an estimated $6.82M and leaving 1,169,953 shares worth $137M. The position accounts for 0.24% of the portfolio, ranked #37.

Financial Engines Advisors first reported a position in IJK in Q3 2018 and has held it in 32 quarters since. The position peaked at $167M in Q2 2020. 992 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • Financial Engines Advisors held 1,169,953 shares of iShares S&P Mid-Cap 400 Growth ETF worth $137M as of Q2 2026.
  • Financial Engines Advisors sold 61,393 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $6.82M.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.24% of Financial Engines Advisors's portfolio in Q2 2026, its #37 holding.
  • Financial Engines Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2018 and has held it in 32 quarters since.
  • Financial Engines Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $167M in Q2 2020.
  • 992 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.