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

Hershey Financial Advisers’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	$575K	Sell	4,894 -135	-3%	-$15K	0.41%	61
2026 Q1	$506K	Buy	+5,029	New	+$517K	0.44%	61
2025 Q4	–	Sell	-6,290	Closed	-$603K	–	89
2025 Q3	$603K	Buy	+6,290	New	+$593K	0.52%	54
2024 Q4	$461K	Buy	+5,073	New	+$478K	0.41%	59
2024 Q2	$2.7K	Buy	+30	New	+$2.65K	﹤0.01%	134

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 22.9% 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

Hershey Financial Advisers's IJK Position: Q2 2026 in Review

Hershey Financial Advisers reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 2.7% in Q2 2026, selling an estimated $15K and leaving 4,894 shares worth $575K. The position accounts for 0.41% of the portfolio, ranked #61.

Hershey Financial Advisers first reported a position in IJK in Q2 2024 and has held it in 5 quarters since. The position peaked at $603K in Q3 2025. 993 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Hershey Financial Advisers held 4,894 shares of iShares S&P Mid-Cap 400 Growth ETF worth $575K as of Q2 2026.
Hershey Financial Advisers sold 135 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $15K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.41% of Hershey Financial Advisers's portfolio in Q2 2026, its #61 holding.
Hershey Financial Advisers first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2024 and has held it in 5 quarters since.
Hershey Financial Advisers's iShares S&P Mid-Cap 400 Growth ETF position peaked at $603K in Q3 2025.
993 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Hershey Financial Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.