IFG
IJK icon

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

Independent Financial Group’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 		$2.18M Sell
18,588
-82,006
-82% -$9.11M 0.04% 428
2026
Q1 		$10.1M Buy
100,594
+86,609
+619% +$8.9M 0.23% 86
2025
Q4 		$1.35M Sell
13,985
-3,934
-22% -$379K 0.03% 521
2025
Q3 		$1.72M Sell
17,919
-4,625
-21% -$436K 0.04% 431
2025
Q2 		$2.05M Buy
22,544
+14,627
+185% +$1.25M 0.06% 327
2025
Q1 		$659K Sell
7,917
-12,025
-60% -$1.08M 0.02% 609
2024
Q4 		$1.81M Sell
19,942
-2,181
-10% -$205K 0.06% 316
2024
Q3 		$2.03M Sell
22,123
-12,021
-35% -$1.07M 0.07% 261
2024
Q2 		$3.01M Buy
34,144
+27,814
+439% +$2.46M 0.12% 160
2024
Q1 		$578K Sell
6,330
-22,915
-78% -$1.91M 0.03% 539
2023
Q4 		$2.32M Buy
29,245
+24,870
+568% +$1.82M 0.12% 182
2023
Q3 		$316K Buy
4,375
+710
+19% +$53.5K 0.02% 639
2023
Q2 		$275K Sell
3,665
-2,594
-41% -$185K 0.02% 674
2023
Q1 		$448K Buy
6,259
+278
+5% +$19.9K 0.04% 481
2022
Q4 		$409K Buy
5,981
+1,912
+47% +$131K 0.04% 474
2022
Q3 		$256K Buy
4,069
+794
+24% +$54.8K 0.02% 586
2022
Q2 		$209K Hold
3,275
– – 0.02% 629
2022
Q1 		$253K Hold
3,275
– – 0.02% 665
2021
Q4 		$279K Sell
3,275
-77
-2% -$6.46K 0.02% 626
2021
Q3 		$265K Sell
3,352
-164
-5% -$13.3K 0.03% 565
2021
Q2 		$285K Sell
3,516
-56
-2% -$4.5K 0.03% 545
2021
Q1 		$280K Buy
3,572
+50
+1% +$3.85K 0.04% 489
2020
Q4 		$254K Buy
+3,522
New +$235K 0.04% 467

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 Financial Group's IJK Position: Q2 2026 in Review

Independent Financial Group reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 82% in Q2 2026, selling an estimated $9.11M and leaving 18,588 shares worth $2.18M. The position accounts for 0.04% of the portfolio, ranked #428.

Independent Financial Group first reported a position in IJK in Q4 2020 and has held it in 23 quarters since. The position peaked at $10.1M in Q1 2026. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • Independent Financial Group held 18,588 shares of iShares S&P Mid-Cap 400 Growth ETF worth $2.18M as of Q2 2026.
  • Independent Financial Group sold 82,006 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $9.11M.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.04% of Independent Financial Group's portfolio in Q2 2026, its #428 holding.
  • Independent Financial Group first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • Independent Financial Group's iShares S&P Mid-Cap 400 Growth ETF position peaked at $10.1M 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 Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.