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

Midwest Capital 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	$192K	Sell	1,632 -540	-25%	-$60K	0.08%	61
2026 Q1	$219K	Hold	2,172	–	–	0.1%	52
2025 Q4	$210K	Buy	2,172 +5	+0.2%	+$481	0.1%	51
2025 Q3	$208K	Buy	2,167 +3	+0.1%	+$283	0.1%	49
2025 Q2	$197K	Hold	2,164	–	–	0.1%	50
2025 Q1	$180K	Buy	2,164 +533	+33%	+$48K	0.11%	54
2024 Q4	$148K	Buy	+1,631	New	+$154K	0.11%	59

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

Midwest Capital Advisors's IJK Position: Q2 2026 in Review

Midwest Capital Advisors reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 25% in Q2 2026, selling an estimated $60K and leaving 1,632 shares worth $192K. The position accounts for 0.08% of the portfolio, ranked #61.

Midwest Capital Advisors first reported a position in IJK in Q4 2024 and has held it in 7 quarters since. The position peaked at $219K in Q1 2026. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Midwest Capital Advisors held 1,632 shares of iShares S&P Mid-Cap 400 Growth ETF worth $192K as of Q2 2026.
Midwest Capital Advisors sold 540 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $60K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.08% of Midwest Capital Advisors's portfolio in Q2 2026, its #61 holding.
Midwest Capital Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2024 and has held it in 7 quarters since.
Midwest Capital Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $219K in Q1 2026.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Midwest Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.