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

Foundations Investment 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	$253K	Sell	2,154 -82	-4%	-$9.11K	﹤0.01%	1044
2026 Q1	$225K	Buy	+2,236	New	+$230K	﹤0.01%	1054
2025 Q3	–	Sell	-3,291	Closed	-$299K	–	1062
2025 Q2	$299K	Buy	3,291 +530	+19%	+$45.4K	﹤0.01%	741
2025 Q1	$230K	Sell	2,761 -191	-6%	-$17.2K	﹤0.01%	787
2024 Q4	$268K	Sell	2,952 -6,773	-70%	-$638K	0.01%	687
2024 Q3	$894K	Buy	9,725 +7,382	+315%	+$660K	0.02%	379
2024 Q2	$206K	Sell	2,343 -486	-17%	-$43K	0.01%	717
2024 Q1	$258K	Buy	+2,829	New	+$236K	0.01%	616
2023 Q4	–	Sell	-2,960	Closed	-$214K	–	698
2023 Q3	$214K	Sell	2,960 -1,524	-34%	-$115K	0.01%	599
2023 Q2	$336K	Buy	+4,484	New	+$320K	0.01%	449
2019 Q1	–	Sell	-10,328	Closed	-$549K	–	109
2018 Q4	$549K	Buy	+10,328	New	+$541K	0.12%	56

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

Foundations Investment Advisors's IJK Position: Q2 2026 in Review

Foundations Investment Advisors reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 3.7% in Q2 2026, selling an estimated $9.11K and leaving 2,154 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #1044.

Foundations Investment Advisors first reported a position in IJK in Q4 2018 and has held it in 11 quarters since. The position peaked at $894K in Q3 2024. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Foundations Investment Advisors held 2,154 shares of iShares S&P Mid-Cap 400 Growth ETF worth $253K as of Q2 2026.
Foundations Investment Advisors sold 82 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $9.11K.
iShares S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #1044 holding.
Foundations Investment Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2018 and has held it in 11 quarters since.
Foundations Investment Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $894K in Q3 2024.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

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