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

JFS 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	$10.8M	Sell	92,285 -1,470	-2%	-$163K	0.54%	36
2026 Q1	$9.43M	Sell	93,755 -622	-0.7%	-$63.9K	0.53%	35
2025 Q4	$9.14M	Sell	94,377 -648	-0.7%	-$62.4K	0.52%	37
2025 Q3	$9.11M	Buy	95,025 +3,065	+3%	+$289K	0.53%	36
2025 Q2	$8.37M	Sell	91,960 -1,582	-2%	-$135K	0.53%	35
2025 Q1	$7.79M	Sell	93,542 -195	-0.2%	-$17.6K	0.53%	36
2024 Q4	$8.52M	Buy	93,737 +1,893	+2%	+$178K	0.58%	34
2024 Q3	$8.44M	Buy	91,844 +1,942	+2%	+$174K	0.57%	35
2024 Q2	$7.92M	Buy	89,902 +1,054	+1%	+$93.2K	0.62%	33
2024 Q1	$8.11M	Buy	88,848 +15,851	+22%	+$1.32M	0.64%	32
2023 Q4	$5.78M	Buy	72,997 +11,860	+19%	+$870K	0.49%	39
2023 Q3	$4.42M	Buy	61,137 +2,297	+4%	+$173K	0.42%	45
2023 Q2	$4.41M	Buy	58,840 +4,504	+8%	+$322K	0.4%	46
2023 Q1	$3.89M	Buy	54,336 +871	+2%	+$62.2K	0.37%	48
2022 Q4	$3.65M	Sell	53,465 -3,292	-6%	-$226K	0.36%	49
2022 Q3	$3.58M	Buy	56,757 +304	+0.5%	+$21K	0.39%	43
2022 Q2	$3.6M	Sell	56,453 -78	-0.1%	-$5.48K	0.38%	45
2022 Q1	$4.37M	Sell	56,531 -2,913	-5%	-$225K	0.41%	43
2021 Q4	$5.07M	Buy	59,444 +131	+0.2%	+$11K	0.48%	41
2021 Q3	$4.7M	Buy	59,313 +59,297	+370,606%	+$4.81M	0.48%	41
2021 Q2	$1K	Buy	+16	New	+$1.28K	﹤0.01%	578
2016 Q2	–	Sell	-204	Closed	-$8K	–	557
2016 Q1	$8K	Hold	204	–	–	﹤0.01%	418
2015 Q4	$8K	Buy	+204	New	+$8.35K	﹤0.01%	416

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

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

JFS Wealth Advisors reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 1.6% in Q2 2026, selling an estimated $163K and leaving 92,285 shares worth $10.8M. The position accounts for 0.54% of the portfolio, ranked #36.

JFS Wealth Advisors first reported a position in IJK in Q4 2015 and has held it in 23 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

JFS Wealth Advisors held 92,285 shares of iShares S&P Mid-Cap 400 Growth ETF worth $10.8M as of Q2 2026.
JFS Wealth Advisors sold 1,470 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $163K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.54% of JFS Wealth Advisors's portfolio in Q2 2026, its #36 holding.
JFS Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2015 and has held it in 23 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.