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

Founders Financial Securities’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	$208K	Buy	+1,769	New	+$196K	0.01%	530
2021 Q1	–	Sell	-8,342	Closed	-$602K	–	258
2020 Q4	$602K	Buy	8,342 +182	+2%	+$12.1K	0.14%	115
2020 Q3	$488K	Buy	+8,160	New	+$486K	0.16%	92

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 Securities's IJK Position: Q2 2026 in Review

Founders Financial Securities opened a new position in iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2026: 1,769 shares worth $208K. The stake represents 0.01% of the portfolio and ranks #530 among its holdings. This is a return to the name: Founders Financial Securities previously reported a position in IJK as recently as Q4 2020.

Founders Financial Securities first reported a position in IJK in Q3 2020 and has held it in 3 quarters since. The position peaked at $602K in Q4 2020. 992 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Founders Financial Securities held 1,769 shares of iShares S&P Mid-Cap 400 Growth ETF worth $208K as of Q2 2026.
iShares S&P Mid-Cap 400 Growth ETF was a new Founders Financial Securities position in Q2 2026.
iShares S&P Mid-Cap 400 Growth ETF made up 0.01% of Founders Financial Securities's portfolio in Q2 2026, its #530 holding.
Founders Financial Securities first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2020 and has held it in 3 quarters since.
Founders Financial Securities's iShares S&P Mid-Cap 400 Growth ETF position peaked at $602K in Q4 2020.
992 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.