MGIA
IJK icon

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

Moneta Group 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 		$15.7M Buy
133,319
+1,082
+0.8% +$120K 0.12% 93
2026
Q1 		$13.3M Buy
132,237
+2,539
+2% +$261K 0.1% 101
2025
Q4 		$12.6M Buy
129,698
+3,325
+3% +$320K 0.1% 100
2025
Q3 		$12.1M Buy
126,373
+1,938
+2% +$183K 0.1% 99
2025
Q2 		$11.3M Buy
124,435
+8,399
+7% +$719K 0.13% 91
2025
Q1 		$9.66M Buy
116,036
+1,157
+1% +$104K 0.13% 94
2024
Q4 		$10.4M Buy
114,879
+175
+0.2% +$16.5K 0.15% 93
2024
Q3 		$10.5M Buy
114,704
+853
+0.7% +$76.3K 0.15% 84
2024
Q2 		$10M Sell
113,851
-2,860
-2% -$253K 0.16% 79
2024
Q1 		$10.6M Buy
116,711
+45,729
+64% +$3.81M 0.17% 79
2023
Q4 		$5.62M Buy
70,982
+3,462
+5% +$254K 0.11% 101
2023
Q3 		$4.88M Buy
67,520
+16,168
+31% +$1.22M 0.11% 104
2023
Q2 		$3.85M Buy
51,352
+4,437
+9% +$317K 0.09% 122
2023
Q1 		$3.35M Buy
46,915
+5,327
+13% +$380K 0.08% 128
2022
Q4 		$3.04M Sell
41,588
-3,064
-7% -$211K 0.08% 124
2022
Q3 		$2.81M Sell
44,652
-3,787
-8% -$261K 0.11% 120
2022
Q2 		$3.09M Buy
48,439
+16,020
+49% +$1.13M 0.11% 119
2022
Q1 		$2.5M Buy
32,419
+83
+0.3% +$6.42K 0.1% 122
2021
Q4 		$2.76M Buy
32,336
+261
+0.8% +$21.9K 0.11% 119
2021
Q3 		$2.54M Buy
32,075
+2,123
+7% +$172K 0.12% 112
2021
Q2 		$2.42M Sell
29,952
-251
-0.8% -$20.1K 0.11% 124
2021
Q1 		$2.37M Buy
30,203
+1,222
+4% +$94.1K 0.13% 114
2020
Q4 		$2.09M Sell
28,981
-73,835
-72% -$4.92M 0.15% 97
2020
Q3 		$1.54M Buy
102,816
+90,104
+709% +$5.36M 0.13% 96
2020
Q2 		$712K Sell
12,712
-65,176
-84% -$3.38M 0.07% 130
2020
Q1 		$3.48M Buy
77,888
+2,528
+3% +$139K 0.36% 59
2019
Q4 		$4.49M Buy
75,360
+8
+0% +$459 0.38% 49
2019
Q3 		$4.22M Buy
75,352
+3,528
+5% +$198K 0.39% 49
2019
Q2 		$4.06M Buy
71,824
+332
+0.5% +$18.4K 0.4% 44
2019
Q1 		$3.92M Sell
71,492
-4
-0% -$211 0.41% 47
2018
Q4 		$3.42M Sell
71,496
-1,868
-3% -$97.8K 0.41% 45
2018
Q3 		$4.27M Buy
73,364
+224
+0.3% +$13K 0.44% 44
2018
Q2 		$4.11M Buy
73,140
+5,260
+8% +$294K 0.46% 34
2018
Q1 		$3.71M Buy
67,880
+136
+0.2% +$7.52K 0.49% 31
2017
Q4 		$3.65M Hold
67,744
– – 0.55% 25
2017
Q3 		$3.43M Hold
67,744
– – 0.53% 27
2017
Q2 		$3.33M Hold
67,744
– – 0.54% 28
2017
Q1 		$3.23M Hold
67,744
– – 0.64% 22
2016
Q4 		$3.09M Buy
67,744
+32,600
+93% +$1.44M 0.63% 24
2016
Q3 		$1.53M Buy
35,144
+1,024
+3% +$44.9K 0.35% 41
2016
Q2 		$1.44M Hold
34,120
– – 0.32% 48
2016
Q1 		$1.39M Hold
34,120
– – 0.31% 50
2015
Q4 		$1.37M Hold
34,120
– – 0.34% 40
2015
Q3 		$1.34M Hold
34,120
– – 0.37% 37
2015
Q2 		$1.45M Buy
+34,120
New +$1.46M 0.44% 30

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

Moneta Group Investment Advisors's IJK Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.82% in Q2 2026, buying an estimated $120K and bringing the position to 133,319 shares worth $15.7M. The position accounts for 0.12% of the portfolio, ranked #93.

Moneta Group Investment Advisors first reported a position in IJK in Q2 2015 and has held it in 45 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • Moneta Group Investment Advisors held 133,319 shares of iShares S&P Mid-Cap 400 Growth ETF worth $15.7M as of Q2 2026.
  • Moneta Group Investment Advisors bought 1,082 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $120K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.12% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #93 holding.
  • Moneta Group Investment Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2015 and has held it in 45 quarters since.
  • 990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

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