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

Fortis Group 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	$58.8K	Hold	500	–	–	0.01%	295
2026 Q1	$50.4K	Hold	500	–	–	0.01%	301
2025 Q4	$48.5K	Hold	500	–	–	0.01%	302
2025 Q3	$48K	Hold	500	–	–	0.01%	255
2025 Q2	$45.5K	Hold	500	–	–	0.01%	245
2025 Q1	$41.7K	Hold	500	–	–	0.01%	223
2024 Q4	$45.5K	Hold	500	–	–	0.01%	217
2024 Q3	$46K	Hold	500	–	–	0.01%	208
2024 Q2	$44.1K	Hold	500	–	–	0.01%	211
2024 Q1	$45.7K	Sell	500 -500	-50%	-$41.7K	0.01%	229
2023 Q4	$79.3K	Buy	1,000 +500	+100%	+$36.7K	0.02%	152
2023 Q3	$36.1K	Buy	+500	New	+$37.7K	0.01%	149
2020 Q3	$29K	Buy	+500	New	+$29.8K	0.01%	231

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

Fortis Group Advisors's IJK Position: Q2 2026 in Review

Fortis Group Advisors held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 500 shares worth $58.8K. The position accounts for 0.01% of the portfolio, ranked #295.

Fortis Group Advisors first reported a position in IJK in Q3 2020 and has held it in 13 quarters since. The position peaked at $79.3K in Q4 2023. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Fortis Group Advisors held 500 shares of iShares S&P Mid-Cap 400 Growth ETF worth $58.8K as of Q2 2026.
Fortis Group Advisors 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 0.01% of Fortis Group Advisors's portfolio in Q2 2026, its #295 holding.
Fortis Group Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2020 and has held it in 13 quarters since.
Fortis Group Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $79.3K in Q4 2023.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.