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

Kingsview Wealth Management’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	$1.47M	Sell	12,487 -80	-0.6%	-$8.89K	0.02%	633
2026 Q1	$1.26M	Sell	12,567 -2,290	-15%	-$235K	0.02%	606
2025 Q4	$1.44M	Buy	14,857 +269	+2%	+$25.9K	0.02%	541
2025 Q3	$1.4M	Buy	14,588 +621	+4%	+$58.5K	0.02%	524
2025 Q2	$1.27M	Sell	13,967 -1,499	-10%	-$128K	0.02%	527
2025 Q1	$1.29M	Sell	15,466 -1,233	-7%	-$111K	0.02%	480
2024 Q4	$1.52M	Buy	16,699 +351	+2%	+$33.1K	0.03%	455
2024 Q3	$1.5M	Sell	16,348 -1,423	-8%	-$127K	0.03%	441
2024 Q2	$1.57M	Buy	17,771 +293	+2%	+$25.9K	0.04%	403
2024 Q1	$1.59M	Buy	17,478 +717	+4%	+$59.8K	0.04%	390
2023 Q4	$1.33M	Buy	16,761 +3,986	+31%	+$292K	0.04%	382
2023 Q3	$923K	Buy	12,775 +1,238	+11%	+$93.3K	0.03%	458
2023 Q2	$865K	Buy	11,537 +56	+0.5%	+$4K	0.03%	452
2023 Q1	$821K	Buy	11,481 +69	+0.6%	+$4.93K	0.03%	446
2022 Q4	$779K	Sell	11,412 -389	-3%	-$26.7K	0.03%	401
2022 Q3	$744K	Sell	11,801 -38	-0.3%	-$2.62K	0.04%	401
2022 Q2	$754K	Sell	11,839 -591	-5%	-$41.5K	0.04%	440
2022 Q1	$960K	Sell	12,430 -607	-5%	-$46.9K	0.04%	408
2021 Q4	$1.11M	Sell	13,037 -448	-3%	-$37.6K	0.05%	360
2021 Q3	$1.07M	Buy	13,485 +1,587	+13%	+$129K	0.05%	358
2021 Q2	$970K	Buy	11,898 +768	+7%	+$61.6K	0.05%	386
2021 Q1	$887K	Buy	11,130 +1,002	+10%	+$77.2K	0.05%	362
2020 Q4	$731K	Buy	10,128 +2,584	+34%	+$172K	0.05%	352
2020 Q3	$451K	Buy	7,544 +28	+0.4%	+$1.67K	0.04%	384
2020 Q2	$421K	Buy	7,516 +28	+0.4%	+$1.45K	0.04%	367
2020 Q1	$334K	Sell	7,488 -444	-6%	-$24.4K	0.05%	328
2019 Q4	$472K	Buy	7,932 +2,168	+38%	+$124K	0.06%	294
2019 Q3	$323K	Buy	5,764 +2,192	+61%	+$123K	0.05%	321
2019 Q2	$202K	Sell	3,572 -1,348	-27%	-$74.8K	0.03%	393
2019 Q1	$269K	Sell	4,920 -32	-0.6%	-$1.69K	0.04%	376
2018 Q4	$237K	Buy	4,952 +636	+15%	+$33.3K	0.05%	319
2018 Q3	$251K	Buy	+4,316	New	+$251K	0.05%	313

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

Kingsview Wealth Management's IJK Position: Q2 2026 in Review

Kingsview Wealth Management reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.64% in Q2 2026, selling an estimated $8.89K and leaving 12,487 shares worth $1.47M. The position accounts for 0.02% of the portfolio, ranked #633.

Kingsview Wealth Management first reported a position in IJK in Q3 2018 and has held it in 32 quarters since. The position peaked at $1.59M in Q1 2024. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Kingsview Wealth Management held 12,487 shares of iShares S&P Mid-Cap 400 Growth ETF worth $1.47M as of Q2 2026.
Kingsview Wealth Management sold 80 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $8.89K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.02% of Kingsview Wealth Management's portfolio in Q2 2026, its #633 holding.
Kingsview Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2018 and has held it in 32 quarters since.
Kingsview Wealth Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $1.59M in Q1 2024.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.