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

LexAurum 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 		$709K Sell
6,033
-225
-4% -$25K 0.08% 190
2026
Q1 		$630K Buy
+6,258
New +$643K 0.08% 188
2025
Q3 		$599K Sell
6,246
-34
-0.5% -$3.2K 0.08% 179
2025
Q2 		$571K Buy
6,280
+6
+0.1% +$514 0.09% 182
2025
Q1 		$522K Buy
6,274
+5
+0.1% +$450 0.1% 182
2024
Q4 		$570K Buy
6,269
+9
+0.1% +$848 0.11% 164
2024
Q3 		$576K Buy
6,260
+9
+0.1% +$805 0.13% 150
2024
Q2 		$551K Sell
6,251
-428
-6% -$37.8K 0.13% 142
2024
Q1 		$609K Buy
6,679
+372
+6% +$31K 0.15% 131
2023
Q4 		$500K Buy
6,307
+25
+0.4% +$1.83K 0.13% 150
2023
Q3 		$454K Buy
6,282
+13
+0.2% +$980 0.13% 153
2023
Q2 		$470K Buy
6,269
+9
+0.1% +$643 0.14% 136
2023
Q1 		$448K Buy
6,260
+10
+0.2% +$714 0.15% 134
2022
Q4 		$427K Buy
6,250
+23
+0.4% +$1.58K 0.15% 136
2022
Q3 		$392K Hold
6,227
– – 0.15% 142
2022
Q2 		$397K Buy
6,227
+8
+0.1% +$562 0.15% 143
2022
Q1 		$481K Buy
6,219
+7
+0.1% +$541 0.16% 129
2021
Q4 		$530K Buy
6,212
+11
+0.2% +$922 0.17% 129
2021
Q3 		$491K Hold
6,201
– – 0.15% 169
2021
Q2 		$502K Sell
6,201
-142
-2% -$11.4K 0.15% 164
2021
Q1 		$497K Hold
6,343
– – 0.17% 140
2020
Q4 		$458K Buy
6,343
+7
+0.1% +$467 0.16% 145
2020
Q3 		$379K Buy
6,336
+8
+0.1% +$476 0.16% 134
2020
Q2 		$354K Buy
6,328
+16
+0.3% +$831 0.19% 118
2020
Q1 		$282K Hold
6,312
– – 0.2% 119
2019
Q4 		$376K Buy
6,312
+20
+0.3% +$1.15K 0.19% 128
2019
Q3 		$352K Hold
6,292
– – 0.21% 119
2019
Q2 		$356K Buy
6,292
+192
+3% +$10.6K 0.22% 105
2019
Q1 		$334K Buy
6,100
+8
+0.1% +$422 0.22% 99
2018
Q4 		$291K Buy
6,092
+2,296
+60% +$120K 0.23% 103
2018
Q3 		$221K Buy
+3,796
New +$220K 0.15% 136

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

LexAurum Advisors's IJK Position: Q2 2026 in Review

LexAurum Advisors reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 3.6% in Q2 2026, selling an estimated $25K and leaving 6,033 shares worth $709K. The position accounts for 0.08% of the portfolio, ranked #190.

LexAurum Advisors first reported a position in IJK in Q3 2018 and has held it in 31 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • LexAurum Advisors held 6,033 shares of iShares S&P Mid-Cap 400 Growth ETF worth $709K as of Q2 2026.
  • LexAurum Advisors sold 225 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $25K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.08% of LexAurum Advisors's portfolio in Q2 2026, its #190 holding.
  • LexAurum Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 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 LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.