GVAG
IJK icon

Great Valley Advisor Group’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Great Valley Advisor Group’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 		$501K Sell
4,978
-1,348
-21% -$138K 0.01% 686
2025
Q4 		$612K Sell
6,326
-174
-3% -$16.8K 0.01% 578
2025
Q3 		$623K Sell
6,500
-942
-13% -$88.7K 0.01% 578
2025
Q2 		$677K Buy
7,442
+195
+3% +$16.7K 0.02% 528
2025
Q1 		$603K Buy
7,247
+850
+13% +$76.6K 0.01% 551
2024
Q4 		$582K Buy
6,397
+2,044
+47% +$192K 0.01% 546
2024
Q3 		$400K Buy
4,353
+1,667
+62% +$149K 0.01% 616
2024
Q2 		$236K Hold
2,686
– – 0.01% 706
2024
Q1 		$245K Buy
2,686
+41
+2% +$3.42K 0.01% 657
2023
Q4 		$209K Buy
+2,645
New +$194K 0.01% 666
2022
Q2 		– Sell
-2,607
Closed -$208K – 696
2022
Q1 		$208K Buy
2,607
+1
+0% +$77 0.01% 563
2021
Q4 		$217K Hold
2,606
– – 0.01% 560
2021
Q3 		$207K Buy
2,606
+13
+0.5% +$1.05K 0.01% 544
2021
Q2 		$208K Hold
2,593
– – 0.02% 514
2021
Q1 		$203K Sell
2,593
-1,639
-39% -$126K 0.02% 479
2020
Q4 		$305K Buy
4,232
+8
+0.2% +$533 0.03% 369
2020
Q3 		$253K Sell
4,224
-312
-7% -$18.6K 0.03% 362
2020
Q2 		$254K Buy
+4,536
New +$236K 0.04% 343
2020
Q1 		– Sell
-6,596
Closed -$393K – 343
2019
Q4 		$393K Sell
6,596
-76
-1% -$4.36K 0.09% 239
2019
Q3 		$374K Sell
6,672
-292
-4% -$16.4K 0.09% 237
2019
Q2 		$394K Sell
6,964
-1,212
-15% -$67.2K 0.1% 214
2019
Q1 		$448K Buy
+8,176
New +$432K 0.14% 167

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 $530B 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 $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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

Great Valley Advisor Group's IJK Position: Q1 2026 in Review

Great Valley Advisor Group reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 21% in Q1 2026, selling an estimated $138K and leaving 4,978 shares worth $501K. The position accounts for 0.01% of the portfolio, ranked #686.

Great Valley Advisor Group first reported a position in IJK in Q1 2019 and has held it in 22 quarters since. The position peaked at $677K in Q2 2025. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

  • Great Valley Advisor Group held 4,978 shares of iShares S&P Mid-Cap 400 Growth ETF worth $501K as of Q1 2026.
  • Great Valley Advisor Group sold 1,348 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $138K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.01% of Great Valley Advisor Group's portfolio in Q1 2026, its #686 holding.
  • Great Valley Advisor Group first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2019 and has held it in 22 quarters since.
  • Great Valley Advisor Group's iShares S&P Mid-Cap 400 Growth ETF position peaked at $677K in Q2 2025.
  • 932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.