N.E.W. Advisory Services’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

N.E.W. Advisory Services’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	$179K	Sell	1,523 -656	-30%	-$72.9K	0.01%	232
2026 Q1	$219K	Hold	2,179	–	–	0.02%	206
2025 Q4	$211K	Hold	2,179	–	–	0.02%	199
2025 Q3	$209K	Hold	2,179	–	–	0.02%	180
2025 Q2	$198K	Hold	2,179	–	–	0.02%	186
2025 Q1	$181K	Buy	+2,179	New	+$196K	0.01%	216
2024 Q4	–	Sell	-2,179	Closed	-$200K	–	191
2024 Q3	$200K	Buy	+2,179	New	+$195K	0.02%	179
2023 Q2	–	Sell	-3,218	Closed	-$230K	–	137
2023 Q1	$230K	Sell	3,218 -212	-6%	-$15.1K	0.03%	125
2022 Q4	$234K	Hold	3,430	–	–	0.04%	120
2022 Q3	$216K	Sell	3,430 -100	-3%	-$6.9K	0.04%	123
2022 Q2	$225K	Sell	3,530 -1,782	-34%	-$125K	0.04%	120
2022 Q1	$417K	Buy	5,312 +1,832	+53%	+$142K	0.08%	86
2021 Q4	$297K	Hold	3,480	–	–	0.04%	114
2021 Q3	$276K	Sell	3,480 -520	-13%	-$42.2K	0.05%	111
2021 Q2	$323K	Sell	4,000 -1,312	-25%	-$105K	0.05%	101
2021 Q1	$423K	Sell	5,312 -3,108	-37%	-$239K	0.08%	87
2020 Q4	$608K	Buy	+8,420	New	+$561K	0.13%	78

Other funds holding IJK

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

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

N.E.W. Advisory Services's IJK Position: Q2 2026 in Review

N.E.W. Advisory Services reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 30% in Q2 2026, selling an estimated $72.9K and leaving 1,523 shares worth $179K. The position accounts for 0.01% of the portfolio, ranked #232.

N.E.W. Advisory Services first reported a position in IJK in Q4 2020 and has held it in 17 quarters since. The position peaked at $608K in Q4 2020. 746 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

N.E.W. Advisory Services held 1,523 shares of iShares S&P Mid-Cap 400 Growth ETF worth $179K as of Q2 2026.
N.E.W. Advisory Services sold 656 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $72.9K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #232 holding.
N.E.W. Advisory Services first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2020 and has held it in 17 quarters since.
N.E.W. Advisory Services's iShares S&P Mid-Cap 400 Growth ETF position peaked at $608K in Q4 2020.
746 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.