Highland Investment Advisors LLC’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Highland Investment Advisors LLC’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	$475K	Buy	+4,042	New	+$449K	0.21%	45

Other funds holding IJK

Morgan Stanley New York $1.89T AUM 35.08% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Highland Investment Advisors LLC's IJK Position: Q2 2026 in Review

Highland Investment Advisors LLC opened a new position in iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2026: 4,042 shares worth $475K. The stake represents 0.21% of the portfolio and ranks #45 among its holdings.

864 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Highland Investment Advisors LLC held 4,042 shares of iShares S&P Mid-Cap 400 Growth ETF worth $475K as of Q2 2026.
iShares S&P Mid-Cap 400 Growth ETF was a new Highland Investment Advisors LLC position in Q2 2026.
iShares S&P Mid-Cap 400 Growth ETF made up 0.21% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #45 holding.
864 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Highland Investment Advisors LLC's 13F filing for Q2 2026, filed 13 Aug 2026.