IAA
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Independent Advisor Alliance’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Independent Advisor Alliance’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 		– Sell
-70,740
Closed -$7.12M – 1348
2026
Q1 		$7.12M Buy
+70,740
New +$7.27M 0.08% 240
2025
Q1 		– Sell
-12,567
Closed -$1.14M – 1081
2024
Q4 		$1.14M Buy
+12,567
New +$1.18M 0.02% 693
2024
Q3 		– Sell
-8,656
Closed -$763K – 732
2024
Q2 		$763K Sell
8,656
-394
-4% -$34.8K 0.03% 378
2024
Q1 		$826K Sell
9,050
-4,867
-35% -$406K 0.03% 354
2023
Q4 		$1.1M Sell
13,917
-33
-0.2% -$2.42K 0.04% 291
2023
Q3 		$1.01M Buy
13,950
+342
+3% +$25.8K 0.05% 291
2023
Q2 		$1.02M Buy
13,608
+3,498
+35% +$250K 0.05% 299
2023
Q1 		$723K Buy
10,110
+3,330
+49% +$238K 0.03% 344
2022
Q4 		$463K Buy
6,780
+165
+2% +$11.3K 0.16% 82
2022
Q3 		$417K Buy
+6,615
New +$457K 0.02% 414
2021
Q1 		– Sell
-3,552
Closed -$257K – 620
2020
Q4 		$257K Sell
3,552
-10,656
-75% -$711K 0.02% 462
2020
Q3 		$219K Buy
+14,208
New +$845K 0.02% 439
2020
Q1 		– Sell
-27,768
Closed -$1.65M – 618
2019
Q4 		$1.65M Buy
+27,768
New +$1.59M 0.07% 267

Other funds holding IJK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SP
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

Independent Advisor Alliance's IJK Position: Q2 2026 in Review

Independent Advisor Alliance sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2026, closing a stake of 70,740 shares — an estimated $7.12M sold.

Independent Advisor Alliance first reported a position in IJK in Q4 2019 and held it in 13 quarters. The position peaked at $7.12M in Q1 2026. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • Independent Advisor Alliance reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 70,740 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $7.12M.
  • Independent Advisor Alliance first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2019 and held it in 13 quarters.
  • Independent Advisor Alliance's iShares S&P Mid-Cap 400 Growth ETF position peaked at $7.12M in Q1 2026.
  • 990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.