FHA
IJK icon

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

Flagship Harbor 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 		– Sell
-1,761
Closed -$171K – 1434
2025
Q4 		$171K Buy
+1,761
New +$170K 0.01% 711
2020
Q4 		– Sell
-1,288
Closed -$77K – 1091
2020
Q3 		$77K Hold
1,288
– – 0.01% 731
2020
Q2 		$72K Buy
1,288
+188
+17% +$9.76K 0.01% 748
2020
Q1 		$49K Sell
1,100
-60
-5% -$3.3K 0.01% 754
2019
Q4 		$69K Hold
1,160
– – 0.01% 723
2019
Q3 		$64K Hold
1,160
– – 0.01% 710
2019
Q2 		$65K Hold
1,160
– – 0.01% 680
2019
Q1 		$63K Buy
1,160
+140
+14% +$7.39K 0.01% 687
2018
Q4 		$48K Sell
1,020
-260
-20% -$13.6K 0.01% 728
2018
Q3 		$74K Hold
1,280
– – 0.01% 676
2018
Q2 		$71K Buy
+1,280
New +$71.5K 0.01% 685

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 $501B 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 $761B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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