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

Financial Perspectives’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	$184K	Buy	1,564 +1	+0.1%	+$111	0.04%	182
2026 Q1	$157K	Hold	1,563	–	–	0.04%	186
2025 Q4	$151K	Buy	1,563 +274	+21%	+$26.4K	0.04%	184
2025 Q3	$124K	Buy	1,289 +279	+28%	+$26.3K	0.03%	215
2025 Q2	$91.9K	Buy	1,010 +196	+24%	+$16.8K	0.03%	232
2025 Q1	$67.8K	Sell	814 -238	-23%	-$21.4K	0.02%	256
2024 Q4	$95.6K	Hold	1,052	–	–	0.03%	223
2024 Q3	$96.7K	Sell	1,052 -34	-3%	-$3.04K	0.03%	215
2024 Q2	$95.7K	Hold	1,086	–	–	0.04%	204
2024 Q1	$99.1K	Buy	1,086 +107	+11%	+$8.93K	0.04%	203
2023 Q4	$77.6K	Hold	979	–	–	0.03%	231
2023 Q3	$70.7K	Sell	979 -40	-4%	-$3.02K	0.03%	225
2023 Q2	$76.4K	Hold	1,019	–	–	0.03%	222
2023 Q1	$72.9K	Hold	1,019	–	–	0.03%	224
2022 Q4	$69.6K	Sell	1,019 -1,087	-52%	-$74.7K	0.04%	216
2022 Q3	$133K	Sell	2,106 -56	-3%	-$3.87K	0.07%	148
2022 Q2	$138K	Buy	2,162 +3	+0.1%	+$211	0.08%	146
2022 Q1	$167K	Buy	2,159 +1,080	+100%	+$83.5K	0.08%	142
2021 Q4	$92K	Hold	1,079	–	–	0.04%	183
2021 Q3	$85.5K	Sell	1,079 -63	-6%	-$5.11K	0.04%	184
2021 Q2	$92.4K	Hold	1,142	–	–	0.05%	194
2021 Q1	$89.5K	Hold	1,142	–	–	0.05%	186
2020 Q4	$82.5K	Sell	1,142 -2	-0.2%	-$133	0.05%	183
2020 Q3	$68.3K	Buy	1,144 +4	+0.4%	+$238	0.04%	174
2020 Q2	$63.9K	Hold	1,140	–	–	0.05%	171
2020 Q1	$50.9K	Hold	1,140	–	–	0.04%	164
2019 Q4	$67.8K	Buy	+1,140	New	+$65.3K	0.05%	154

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 Perspectives's IJK Position: Q2 2026 in Review

Financial Perspectives increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.06% in Q2 2026, buying an estimated $111 and bringing the position to 1,564 shares worth $184K. The position accounts for 0.04% of the portfolio, ranked #182.

Financial Perspectives first reported a position in IJK in Q4 2019 and has held it in 27 quarters since. 992 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Financial Perspectives held 1,564 shares of iShares S&P Mid-Cap 400 Growth ETF worth $184K as of Q2 2026.
Financial Perspectives bought 1 iShares S&P Mid-Cap 400 Growth ETF share in Q2 2026, an estimated $111.
iShares S&P Mid-Cap 400 Growth ETF made up 0.04% of Financial Perspectives's portfolio in Q2 2026, its #182 holding.
Financial Perspectives first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2019 and has held it in 27 quarters since.
992 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.