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Laurel Wealth Advisors (North Carolina)’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		$1.28M Sell
10,909
-40
-0.4% -$4.44K 0.12% 103
2026
Q1 		$1.23M Sell
10,949
-125
-1% -$12.8K 0.12% 104
2025
Q4 		$1.07M Buy
11,074
+1
+0% +$96 0.14% 111
2025
Q3 		$1.06M Hold
11,073
– – 0.15% 111
2025
Q2 		$1.01M Sell
11,073
-299
-3% -$25.6K 0.15% 110
2025
Q1 		$947K Sell
11,372
-37
-0.3% -$3.33K 0.15% 110
2024
Q4 		$1.04M Sell
11,409
-299
-3% -$28.2K 0.16% 105
2024
Q3 		$1.08M Buy
11,708
+1
+0% +$89 0.17% 103
2024
Q2 		$1.03M Buy
11,707
+1
+0% +$88 0.18% 104
2024
Q1 		$1.07M Sell
11,706
-489
-4% -$40.8K 0.18% 104
2023
Q4 		$966K Buy
12,195
+77
+0.6% +$5.65K 0.18% 103
2023
Q3 		$875K Hold
12,118
– – 0.19% 102
2023
Q2 		$909K Buy
12,118
+62
+0.5% +$4.43K 0.18% 103
2023
Q1 		$862K Buy
12,056
+487
+4% +$34.8K 0.18% 98
2022
Q4 		$790K Buy
11,569
+512
+5% +$35.2K 0.18% 99
2022
Q3 		$697K Buy
11,057
+39
+0.4% +$2.69K 0.17% 102
2022
Q2 		$702K Buy
11,018
+6
+0.1% +$421 0.17% 100
2022
Q1 		$851K Buy
11,012
+6
+0.1% +$464 0.18% 103
2021
Q4 		$938K Buy
11,006
+5
+0% +$419 0.19% 97
2021
Q3 		$871K Sell
11,001
-400
-4% -$32.5K 0.19% 97
2021
Q2 		$923K Buy
11,401
+407
+4% +$32.7K 0.2% 98
2021
Q1 		$862K Buy
10,994
+3
+0% +$231 0.21% 91
2020
Q4 		$794K Buy
10,991
+7
+0.1% +$467 0.21% 91
2020
Q3 		$657K Buy
10,984
+4
+0% +$238 0.2% 89
2020
Q2 		$615K Buy
10,980
+7,148
+187% +$371K 0.2% 88
2020
Q1 		$171K Buy
3,832
+8
+0.2% +$440 0.06% 133
2019
Q4 		$228K Buy
3,824
+8
+0.2% +$459 0.07% 137
2019
Q3 		$214K Sell
3,816
-1,240
-25% -$69.7K 0.07% 137
2019
Q2 		$286K Buy
5,056
+1,264
+33% +$70.1K 0.1% 128
2019
Q1 		$208K Buy
3,792
+8
+0.2% +$422 0.08% 133
2018
Q4 		$181K Buy
+3,784
New +$198K 0.07% 132

Other funds holding IJK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SP
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

Laurel Wealth Advisors (North Carolina)'s IJK Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.37% in Q2 2026, selling an estimated $4.44K and leaving 10,909 shares worth $1.28M. The position accounts for 0.12% of the portfolio, ranked #103.

Laurel Wealth Advisors (North Carolina) first reported a position in IJK in Q4 2018 and has held it in 31 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • Laurel Wealth Advisors (North Carolina) held 10,909 shares of iShares S&P Mid-Cap 400 Growth ETF worth $1.28M as of Q2 2026.
  • Laurel Wealth Advisors (North Carolina) sold 40 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $4.44K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.12% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #103 holding.
  • Laurel Wealth Advisors (North Carolina) first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2018 and has held it in 31 quarters since.
  • 990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.