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

Kestra Private Wealth 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	$539K	Sell	4,588 -2,346	-34%	-$261K	0.01%	1193
2026 Q1	$698K	Buy	6,934 +2,465	+55%	+$253K	0.01%	1029
2025 Q4	$433K	Buy	4,469 +667	+18%	+$64.2K	0.01%	1247
2025 Q3	$365K	Sell	3,802 -24	-0.6%	-$2.26K	﹤0.01%	1258
2025 Q2	$348K	Sell	3,826 -1,287	-25%	-$110K	0.01%	1203
2025 Q1	$426K	Buy	5,113 +74	+1%	+$6.67K	0.01%	1040
2024 Q4	$458K	Buy	5,039 +1,519	+43%	+$143K	0.01%	959
2024 Q3	$324K	Buy	3,520 +58	+2%	+$5.19K	0.01%	1061
2024 Q2	$305K	Sell	3,462 -180	-5%	-$15.9K	0.01%	1039
2024 Q1	$332K	Sell	3,642 -105	-3%	-$8.76K	0.01%	971
2023 Q4	$297K	Sell	3,747 -173	-4%	-$12.7K	0.01%	951
2023 Q3	$283K	Buy	3,920 +554	+16%	+$41.8K	0.01%	885
2023 Q2	$252K	Buy	3,366 +367	+12%	+$26.2K	0.01%	879
2023 Q1	$214K	Buy	+2,999	New	+$214K	0.01%	901

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 Private Wealth Services's IJK Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 34% in Q2 2026, selling an estimated $261K and leaving 4,588 shares worth $539K. The position accounts for 0.01% of the portfolio, ranked #1193.

Kestra Private Wealth Services first reported a position in IJK in Q1 2023 and has held it in 14 quarters since. The position peaked at $698K in Q1 2026. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Kestra Private Wealth Services held 4,588 shares of iShares S&P Mid-Cap 400 Growth ETF worth $539K as of Q2 2026.
Kestra Private Wealth Services sold 2,346 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $261K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1193 holding.
Kestra Private Wealth Services first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2023 and has held it in 14 quarters since.
Kestra Private Wealth Services's iShares S&P Mid-Cap 400 Growth ETF position peaked at $698K 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 Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.