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

HCR Wealth 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	$463K	Buy	3,942 +29	+0.7%	+$3.22K	0.04%	164
2026 Q1	$394K	Hold	3,913	–	–	0.04%	172
2025 Q4	$379K	Hold	3,913	–	–	0.04%	179
2025 Q3	$377K	Hold	3,913	–	–	0.04%	171
2025 Q2	$356K	Sell	3,913 -78	-2%	-$6.68K	0.04%	170
2025 Q1	$332K	Hold	3,991	–	–	0.04%	171
2024 Q4	$363K	Hold	3,991	–	–	0.05%	168
2024 Q3	$367K	Hold	3,991	–	–	0.05%	167
2024 Q2	$352K	Hold	3,991	–	–	0.05%	161
2024 Q1	$364K	Hold	3,991	–	–	0.06%	154
2023 Q4	$316K	Buy	+3,991	New	+$293K	0.05%	153

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

HCR Wealth Advisors's IJK Position: Q2 2026 in Review

HCR Wealth Advisors increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.74% in Q2 2026, buying an estimated $3.22K and bringing the position to 3,942 shares worth $463K. The position accounts for 0.04% of the portfolio, ranked #164.

HCR Wealth Advisors first reported a position in IJK in Q4 2023 and has held it in 11 quarters since. 991 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

HCR Wealth Advisors held 3,942 shares of iShares S&P Mid-Cap 400 Growth ETF worth $463K as of Q2 2026.
HCR Wealth Advisors bought 29 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $3.22K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.04% of HCR Wealth Advisors's portfolio in Q2 2026, its #164 holding.
HCR Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2023 and has held it in 11 quarters since.
991 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.