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
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 $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Financial Engines Advisors's IJK Position: Q1 2026 in Review

Financial Engines Advisors reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 6.1% in Q1 2026, selling an estimated $8.15M and leaving 1,231,346 shares worth $124M. The position accounts for 0.25% of the portfolio, ranked #37.

Financial Engines Advisors first reported a position in IJK in Q3 2018 and has held it in 31 quarters since. The position peaked at $167M in Q2 2020. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

  • Financial Engines Advisors held 1,231,346 shares of iShares S&P Mid-Cap 400 Growth ETF worth $124M as of Q1 2026.
  • Financial Engines Advisors sold 79,304 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $8.15M.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.25% of Financial Engines Advisors's portfolio in Q1 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 31 quarters since.
  • Financial Engines Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $167M in Q2 2020.
  • 932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.