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

Level Four 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	$664K	Sell	5,650 -715	-11%	-$79.4K	0.02%	537
2026 Q1	$641K	Sell	6,365 -310	-5%	-$31.8K	0.02%	527
2025 Q4	$647K	Sell	6,675 -8,325	-56%	-$802K	0.02%	509
2025 Q3	$1.44M	Sell	15,000 -28,074	-65%	-$2.64M	0.05%	329
2025 Q2	$3.92M	Buy	43,074 +630	+1%	+$53.9K	0.14%	188
2025 Q1	$3.53M	Buy	42,444 +11,915	+39%	+$1.07M	0.15%	186
2024 Q4	$2.78M	Buy	30,529 +3,295	+12%	+$310K	0.11%	203
2024 Q3	$2.47M	Buy	27,234 +20,392	+298%	+$1.82M	0.1%	213
2024 Q2	$603K	Sell	6,842 -1,112	-14%	-$98.3K	0.03%	445
2024 Q1	$630K	Hold	7,954	–	–	0.03%	407
2023 Q4	$630K	Sell	7,954 -327	-4%	-$24K	0.04%	403
2023 Q3	$598K	Sell	8,281 -44	-0.5%	-$3.32K	0.04%	396
2023 Q2	$624K	Sell	8,325 -249	-3%	-$17.8K	0.04%	411
2023 Q1	$613K	Buy	8,574 +700	+9%	+$50K	0.04%	378
2022 Q4	$538K	Buy	7,874 +1,060	+16%	+$72.9K	0.04%	379
2022 Q3	$429K	Sell	6,814 -102	-1%	-$7.04K	0.04%	340
2022 Q2	$441K	Sell	6,916 -8	-0.1%	-$562	0.04%	361
2022 Q1	$535K	Sell	6,924 -1,647	-19%	-$127K	0.04%	373
2021 Q4	$731K	Buy	8,571 +3	+0%	+$252	0.06%	312
2021 Q3	$678K	Sell	8,568 -605	-7%	-$49.1K	0.07%	244
2021 Q2	$742K	Buy	9,173 +1,300	+17%	+$104K	0.05%	322
2021 Q1	$617K	Sell	7,873 -201	-2%	-$15.5K	0.05%	349
2020 Q4	$583K	Buy	8,074 +342	+4%	+$22.8K	0.05%	340
2020 Q3	$462K	Sell	7,732 -1,272	-14%	-$75.7K	0.04%	360
2020 Q2	$504K	Sell	9,004 -812	-8%	-$42.2K	0.04%	363
2020 Q1	$439K	Sell	9,816 -6,960	-41%	-$383K	0.05%	325
2019 Q4	$1.54M	Sell	16,776 -292	-2%	-$16.7K	0.06%	237
2019 Q3	$955K	Sell	17,068 -1,056	-6%	-$59.4K	0.1%	215
2019 Q2	$1.02M	Sell	18,124 -860	-5%	-$47.7K	0.1%	194
2019 Q1	$1.04M	Sell	18,984 -4,872	-20%	-$257K	0.11%	184
2018 Q4	$1.14M	Sell	23,856 -956	-4%	-$50K	0.14%	159
2018 Q3	$1.45M	Sell	24,812 -22,292	-47%	-$1.29M	0.16%	151
2018 Q2	$2.65M	Sell	47,104 -75,688	-62%	-$4.23M	0.19%	116
2018 Q1	$6.7M	Buy	122,792 +3,560	+3%	+$197K	0.52%	46
2017 Q4	$6.43M	Sell	119,232 -984	-0.8%	-$51.9K	0.5%	48
2017 Q3	$6.08M	Buy	120,216 +3,628	+3%	+$179K	0.54%	43
2017 Q2	$5.49M	Hold	116,588	–	–	0.85%	26
2017 Q1	$5.49M	Buy	116,588 +1,724	+2%	+$81.3K	0.56%	43
2016 Q4	$5.23M	Buy	+114,864	New	+$5.06M	0.67%	27

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

Level Four Advisory Services's IJK Position: Q2 2026 in Review

Level Four Advisory Services reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 11% in Q2 2026, selling an estimated $79.4K and leaving 5,650 shares worth $664K. The position accounts for 0.02% of the portfolio, ranked #537.

Level Four Advisory Services first reported a position in IJK in Q4 2016 and has held it in 39 quarters since. The position peaked at $6.7M in Q1 2018. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Level Four Advisory Services held 5,650 shares of iShares S&P Mid-Cap 400 Growth ETF worth $664K as of Q2 2026.
Level Four Advisory Services sold 715 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $79.4K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.02% of Level Four Advisory Services's portfolio in Q2 2026, its #537 holding.
Level Four Advisory Services first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2016 and has held it in 39 quarters since.
Level Four Advisory Services's iShares S&P Mid-Cap 400 Growth ETF position peaked at $6.7M in Q1 2018.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.