Kestra Advisory Services’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Kestra Advisory Services’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	$20.7M	Sell	176,060 -3,971	-2%	-$441K	0.07%	305
2026 Q1	$18.1M	Buy	180,031 +4,272	+2%	+$439K	0.07%	288
2025 Q4	$17M	Buy	175,759 +2,983	+2%	+$287K	0.07%	281
2025 Q3	$16.6M	Buy	172,776 +233	+0.1%	+$22K	0.08%	266
2025 Q2	$15.7M	Buy	172,543 +14,131	+9%	+$1.21M	0.08%	258
2025 Q1	$13.2M	Sell	158,412 -3,407	-2%	-$307K	0.06%	278
2024 Q4	$14.7M	Sell	161,819 -7,708	-5%	-$726K	0.08%	255
2024 Q3	$15.6M	Sell	169,527 -5,324	-3%	-$476K	0.09%	248
2024 Q2	$15.1M	Buy	174,851 +17,879	+11%	+$1.58M	0.08%	255
2024 Q1	$14.3M	Sell	156,972 -28,291	-15%	-$2.36M	0.1%	219
2023 Q4	$14.7M	Buy	185,263 +58,287	+46%	+$4.28M	0.12%	184
2023 Q3	$9.17M	Buy	126,976 +23,140	+22%	+$1.74M	0.09%	249
2023 Q2	$7.79M	Sell	103,836 -35,694	-26%	-$2.55M	0.08%	269
2023 Q1	$9.98M	Buy	139,530 +2,178	+2%	+$156K	0.11%	206
2022 Q4	$9.38M	Sell	137,352 -32,582	-19%	-$2.24M	0.08%	262
2022 Q3	$10.7M	Buy	169,934 +5,281	+3%	+$365K	0.11%	199
2022 Q2	$10.5M	Buy	164,653 +885	+0.5%	+$62.2K	0.11%	207
2022 Q1	$12.7M	Buy	163,768 +17,858	+12%	+$1.38M	0.13%	175
2021 Q4	$12.4M	Buy	145,910 +22,134	+18%	+$1.86M	0.13%	185
2021 Q3	$9.8M	Buy	123,776 +35,270	+40%	+$2.86M	0.1%	224
2021 Q2	$7.16M	Sell	88,506 -23,112	-21%	-$1.86M	0.08%	275
2021 Q1	$8.75M	Sell	111,618 -82,310	-42%	-$6.34M	0.11%	209
2020 Q4	$14M	Buy	193,928 +129,500	+201%	+$8.64M	0.16%	146
2020 Q3	$3.8M	Buy	+64,428	New	+$3.83M	0.07%	286

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

Kestra Advisory Services's IJK Position: Q2 2026 in Review

Kestra Advisory Services reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 2.2% in Q2 2026, selling an estimated $441K and leaving 176,060 shares worth $20.7M. The position accounts for 0.07% of the portfolio, ranked #305.

Kestra Advisory Services first reported a position in IJK in Q3 2020 and has held it in 24 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Kestra Advisory Services held 176,060 shares of iShares S&P Mid-Cap 400 Growth ETF worth $20.7M as of Q2 2026.
Kestra Advisory Services sold 3,971 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $441K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.07% of Kestra Advisory Services's portfolio in Q2 2026, its #305 holding.
Kestra Advisory Services first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2020 and has held it in 24 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.