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

Founders Financial Alliance’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	$103K	Hold	872	–	–	0.01%	498
2026 Q1	$87.7K	Buy	872 +760	+679%	+$78.1K	0.02%	466
2025 Q4	$10.9K	Sell	112 -758	-87%	-$73K	﹤0.01%	502
2025 Q3	$83.4K	Buy	+870	New	+$82K	0.02%	451
2025 Q2	–	Sell	-756	Closed	-$62.9K	–	585
2025 Q1	$62.9K	Buy	756 +1	+0.1%	+$90	0.02%	422
2024 Q4	$68.6K	Buy	755 +2	+0.3%	+$188	0.02%	358
2024 Q3	$69.3K	Buy	753 +1	+0.1%	+$89	0.02%	366
2024 Q2	$66.3K	Hold	752	–	–	0.02%	352
2024 Q1	$68.6K	Hold	752	–	–	0.02%	355
2023 Q4	$59.6K	Hold	752	–	–	0.02%	325
2023 Q3	$54.3K	Sell	752 -100	-12%	-$7.54K	0.02%	315
2023 Q2	$63.9K	Buy	852 +100	+13%	+$7.14K	0.03%	324
2023 Q1	$53.1K	Hold	752	–	–	0.03%	295
2022 Q4	$51.4K	Hold	752	–	–	0.02%	322
2022 Q3	$47K	Sell	752 -76	-9%	-$5.25K	0.02%	323
2022 Q2	$53K	Buy	828 +76	+10%	+$5.34K	0.03%	328
2022 Q1	$58K	Hold	752	–	–	0.03%	312
2021 Q4	$64K	Hold	752	–	–	0.03%	338
2021 Q3	$60K	Hold	752	–	–	0.03%	319
2021 Q2	$61K	Sell	752 -64	-8%	-$5.14K	0.03%	330
2021 Q1	$65K	Hold	816	–	–	0.03%	310
2020 Q4	$58K	Hold	816	–	–	0.03%	284
2020 Q3	$51K	Buy	+816	New	+$48.6K	0.03%	371

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

Founders Financial Alliance's IJK Position: Q2 2026 in Review

Founders Financial Alliance held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 872 shares worth $103K. The position accounts for 0.01% of the portfolio, ranked #498.

Founders Financial Alliance first reported a position in IJK in Q3 2020 and has held it in 23 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Founders Financial Alliance held 872 shares of iShares S&P Mid-Cap 400 Growth ETF worth $103K as of Q2 2026.
Founders Financial Alliance 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 Founders Financial Alliance's portfolio in Q2 2026, its #498 holding.
Founders Financial Alliance first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2020 and has held it in 23 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.