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

IBEX 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	$564K	Sell	4,799 -99	-2%	-$11K	0.04%	147
2026 Q1	$493K	Buy	+4,898	New	+$503K	0.05%	157
2025 Q4	–	Sell	-5,721	Closed	-$549K	–	155
2025 Q3	$549K	Buy	+5,721	New	+$539K	0.05%	152
2021 Q3	–	Sell	-30,424	Closed	-$2.46M	–	440
2021 Q2	$2.46M	Sell	30,424 -237	-0.8%	-$19K	0.49%	76
2021 Q1	$2.4M	Buy	+30,661	New	+$2.36M	0.59%	68
2019 Q3	–	Sell	-44	Closed	-$2K	–	216
2019 Q2	$2K	Buy	+44	New	+$2.44K	﹤0.01%	398
2017 Q1	–	Sell	-140	Closed	-$6K	–	211
2016 Q4	$6K	Buy	+140	New	+$6.16K	﹤0.01%	354

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

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

IBEX Wealth Advisors reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 2% in Q2 2026, selling an estimated $11K and leaving 4,799 shares worth $564K. The position accounts for 0.04% of the portfolio, ranked #147.

IBEX Wealth Advisors first reported a position in IJK in Q4 2016 and has held it in 7 quarters since. The position peaked at $2.46M in Q2 2021. 992 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

IBEX Wealth Advisors held 4,799 shares of iShares S&P Mid-Cap 400 Growth ETF worth $564K as of Q2 2026.
IBEX Wealth Advisors sold 99 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $11K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.04% of IBEX Wealth Advisors's portfolio in Q2 2026, its #147 holding.
IBEX Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2016 and has held it in 7 quarters since.
IBEX Wealth Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $2.46M in Q2 2021.
992 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.