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

Milestone Investment 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	$71.5K	Hold	608	–	–	0.02%	111
2026 Q1	$61.2K	Hold	608	–	–	0.01%	110
2025 Q4	$58.9K	Hold	608	–	–	0.01%	111
2025 Q3	$58.3K	Hold	608	–	–	0.01%	102
2025 Q2	$55.3K	Hold	608	–	–	0.01%	100
2025 Q1	$50.7K	Hold	608	–	–	0.01%	100
2024 Q4	$55.3K	Hold	608	–	–	0.02%	102
2024 Q3	$55.9K	Sell	608 -29	-5%	-$2.59K	0.02%	100
2024 Q2	$56.2K	Buy	637 +29	+5%	+$2.56K	0.01%	100
2024 Q1	$55.5K	Hold	608	–	–	0.02%	97
2023 Q4	$48.2K	Hold	608	–	–	0.01%	94
2023 Q3	$43.9K	Hold	608	–	–	0.01%	210
2023 Q2	$45.6K	Hold	608	–	–	0.01%	86
2023 Q1	$43.5K	Hold	608	–	–	0.01%	215
2022 Q4	$41.5K	Buy	+608	New	+$41.8K	0.01%	84

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

Milestone Investment Advisors's IJK Position: Q2 2026 in Review

Milestone Investment Advisors held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 608 shares worth $71.5K. The position accounts for 0.02% of the portfolio, ranked #111.

Milestone Investment Advisors first reported a position in IJK in Q4 2022 and has held it in 15 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Milestone Investment Advisors held 608 shares of iShares S&P Mid-Cap 400 Growth ETF worth $71.5K as of Q2 2026.
Milestone Investment Advisors 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 0.02% of Milestone Investment Advisors's portfolio in Q2 2026, its #111 holding.
Milestone Investment Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2022 and has held it in 15 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Milestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.