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

Kingswood 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	$517K	Sell	4,404 -118	-3%	-$13.1K	0.02%	602
2026 Q1	$455K	Sell	4,522 -317	-7%	-$32.6K	0.02%	573
2025 Q4	$469K	Sell	4,839 -101	-2%	-$9.73K	0.02%	541
2025 Q3	$474K	Buy	4,940 +1,720	+53%	+$162K	0.03%	492
2025 Q2	$293K	Hold	3,220	–	–	0.02%	580
2025 Q1	$268K	Buy	+3,220	New	+$290K	0.02%	588

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

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

Kingswood Wealth Advisors reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 2.6% in Q2 2026, selling an estimated $13.1K and leaving 4,404 shares worth $517K. The position accounts for 0.02% of the portfolio, ranked #602.

Kingswood Wealth Advisors first reported a position in IJK in Q1 2025 and has held it in 6 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Kingswood Wealth Advisors held 4,404 shares of iShares S&P Mid-Cap 400 Growth ETF worth $517K as of Q2 2026.
Kingswood Wealth Advisors sold 118 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $13.1K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.02% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #602 holding.
Kingswood Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2025 and has held it in 6 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.