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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
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
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

Hershey Financial Advisers's IJK Position: Q1 2026 in Review

Hershey Financial Advisers opened a new position in iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2026: 5,029 shares worth $506K. The stake represents 0.44% of the portfolio and ranks #61 among its holdings. This is a return to the name: Hershey Financial Advisers previously reported a position in IJK as recently as Q3 2025.

Hershey Financial Advisers first reported a position in IJK in Q2 2024 and has held it in 4 quarters since. The position peaked at $603K in Q3 2025. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

  • Hershey Financial Advisers held 5,029 shares of iShares S&P Mid-Cap 400 Growth ETF worth $506K as of Q1 2026.
  • iShares S&P Mid-Cap 400 Growth ETF was a new Hershey Financial Advisers position in Q1 2026.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.44% of Hershey Financial Advisers's portfolio in Q1 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 4 quarters since.
  • Hershey Financial Advisers's iShares S&P Mid-Cap 400 Growth ETF position peaked at $603K in Q3 2025.
  • 932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Hershey Financial Advisers's 13F filing for Q1 2026, filed 6 May 2026.