Guardian Wealth Advisors (North Carolina)’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	–	Sell	-281	Closed	-$28.3K	–	481
2026 Q1	$28.3K	Buy	+281	New	+$28.9K	﹤0.01%	481
2025 Q3	–	Sell	-281	Closed	-$25.6K	–	447
2025 Q2	$25.6K	Hold	281	–	–	﹤0.01%	441
2025 Q1	$23.4K	Sell	281 -41	-13%	-$3.69K	﹤0.01%	424
2024 Q4	$29.3K	Buy	322 +46	+17%	+$4.33K	﹤0.01%	395
2024 Q3	$25.4K	Hold	276	–	–	﹤0.01%	344
2024 Q2	$24.3K	Hold	276	–	–	﹤0.01%	335
2024 Q1	$25.2K	Hold	276	–	–	﹤0.01%	353
2023 Q4	$21.9K	Buy	+276	New	+$20.3K	﹤0.01%	349

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

Guardian Wealth Advisors (North Carolina)'s IJK Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2026, closing a stake of 281 shares — an estimated $28.3K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in IJK in Q4 2023 and held it in 8 quarters. The position peaked at $29.3K in Q4 2024. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 281 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $28.3K.
Guardian Wealth Advisors (North Carolina) first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2023 and held it in 8 quarters.
Guardian Wealth Advisors (North Carolina)'s iShares S&P Mid-Cap 400 Growth ETF position peaked at $29.3K in Q4 2024.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.