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

MONECO 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 		$1.72M Sell
14,624
-509
-3% -$56.5K 0.11% 195
2026
Q1 		$1.52M Sell
15,133
-586
-4% -$60.2K 0.12% 166
2025
Q4 		$1.52M Sell
15,719
-303
-2% -$29.2K 0.12% 161
2025
Q3 		$1.54M Sell
16,022
-1,721
-10% -$162K 0.13% 157
2025
Q2 		$1.61M Sell
17,743
-1,700
-9% -$146K 0.15% 148
2025
Q1 		$1.62M Buy
19,443
+1,105
+6% +$99.5K 0.17% 129
2024
Q4 		$1.67M Buy
18,338
+20
+0.1% +$1.88K 0.18% 123
2024
Q3 		$1.68M Buy
18,318
+899
+5% +$80.4K 0.21% 120
2024
Q2 		$1.53M Buy
17,419
+204
+1% +$18K 0.23% 110
2024
Q1 		$1.57M Buy
17,215
+1,659
+11% +$138K 0.25% 108
2023
Q4 		$1.23M Buy
15,556
+27
+0.2% +$1.98K 0.23% 116
2023
Q3 		$1.12M Buy
15,529
+47
+0.3% +$3.54K 0.3% 80
2023
Q2 		$1.16M Sell
15,482
-68
-0.4% -$4.86K 0.32% 76
2023
Q1 		$1.11M Sell
15,550
-676
-4% -$48.3K 0.33% 76
2022
Q4 		$1.11M Sell
16,226
-469
-3% -$32.2K 0.4% 60
2022
Q3 		$1.05M Sell
16,695
-202
-1% -$13.9K 0.42% 61
2022
Q2 		$1.08M Sell
16,897
-1,281
-7% -$90K 0.42% 59
2022
Q1 		$1.41M Sell
18,178
-239
-1% -$18.5K 0.52% 43
2021
Q4 		$1.4M Sell
18,417
-332
-2% -$27.8K 0.52% 45
2021
Q3 		$1.49M Buy
18,749
+222
+1% +$18K 0.59% 41
2021
Q2 		$1.5M Buy
18,527
+138
+0.8% +$11.1K 0.69% 34
2021
Q1 		$1.44M Sell
18,389
-1,063
-5% -$81.9K 0.7% 33
2020
Q4 		$1.48M Sell
19,452
-268
-1% -$17.9K 0.82% 29
2020
Q3 		$1.18M Sell
19,720
-132
-0.7% -$7.85K 0.75% 31
2020
Q2 		$1.11M Buy
19,852
+320
+2% +$16.6K 0.87% 26
2020
Q1 		$871K Sell
19,532
-4,056
-17% -$223K 0.89% 27
2019
Q4 		$1.44M Sell
23,588
-1,692
-7% -$97K 1.02% 25
2019
Q3 		$1.42M Sell
25,280
-1,456
-5% -$81.9K 1.1% 23
2019
Q2 		$1.51M Buy
26,736
+68
+0.3% +$3.77K 1.22% 22
2019
Q1 		$1.46M Buy
26,668
+2,504
+10% +$132K 1.18% 21
2018
Q4 		$1.16M Buy
+24,164
New +$1.26M 1.34% 19

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

MONECO Advisors's IJK Position: Q2 2026 in Review

MONECO Advisors reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 3.4% in Q2 2026, selling an estimated $56.5K and leaving 14,624 shares worth $1.72M. The position accounts for 0.11% of the portfolio, ranked #195.

MONECO Advisors 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.

  • MONECO Advisors held 14,624 shares of iShares S&P Mid-Cap 400 Growth ETF worth $1.72M as of Q2 2026.
  • MONECO Advisors sold 509 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $56.5K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.11% of MONECO Advisors's portfolio in Q2 2026, its #195 holding.
  • MONECO Advisors 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 MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.