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

KPP 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	$525K	Hold	4,464	–	–	0.07%	222
2026 Q1	$449K	Hold	4,464	–	–	0.07%	229
2025 Q4	$432K	Hold	4,464	–	–	0.06%	218
2025 Q3	$428K	Hold	4,464	–	–	0.06%	227
2025 Q2	$406K	Sell	4,464 -175	-4%	-$15K	0.07%	216
2025 Q1	$386K	Buy	+4,639	New	+$418K	0.07%	208

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

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

KPP Advisory Services held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 4,464 shares worth $525K. The position accounts for 0.07% of the portfolio, ranked #222.

KPP Advisory Services first reported a position in IJK in Q1 2025 and has held it in 6 quarters since. 991 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

KPP Advisory Services held 4,464 shares of iShares S&P Mid-Cap 400 Growth ETF worth $525K as of Q2 2026.
KPP Advisory Services left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q2 2026.
iShares S&P Mid-Cap 400 Growth ETF made up 0.07% of KPP Advisory Services's portfolio in Q2 2026, its #222 holding.
KPP Advisory Services first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2025 and has held it in 6 quarters since.
991 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.