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Nations Financial Group’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Nations Financial Group’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 		$1.17M Sell
9,919
-708
-7% -$78.6K 0.06% 342
2026
Q1 		$1.07M Buy
10,627
+178
+2% +$18.3K 0.06% 357
2025
Q4 		$1.01M Sell
10,449
-208
-2% -$20K 0.05% 352
2025
Q3 		$1.02M Sell
10,657
-497
-4% -$46.8K 0.06% 316
2025
Q2 		$1.01M Sell
11,154
-10
-0.1% -$856 0.07% 286
2025
Q1 		$930K Sell
11,164
-151
-1% -$13.6K 0.07% 288
2024
Q4 		$1.03M Buy
11,315
+276
+3% +$26K 0.08% 268
2024
Q3 		$1.01M Buy
11,039
+1,677
+18% +$150K 0.07% 277
2024
Q2 		$825K Sell
9,362
-854
-8% -$75.5K 0.07% 295
2024
Q1 		$932K Buy
10,216
+426
+4% +$35.5K 0.08% 270
2023
Q4 		$776K Sell
9,790
-5,873
-37% -$431K 0.07% 282
2023
Q3 		$1.13M Sell
15,663
-182
-1% -$13.7K 0.11% 213
2023
Q2 		$1.19M Sell
15,845
-53
-0.3% -$3.78K 0.12% 208
2023
Q1 		$1.14M Sell
15,898
-523
-3% -$37.4K 0.12% 205
2022
Q4 		$1.12M Sell
16,421
-135
-0.8% -$9.28K 0.13% 204
2022
Q3 		$1.04M Sell
16,556
-224
-1% -$15.5K 0.15% 168
2022
Q2 		$1.07M Buy
16,780
+9
+0.1% +$632 0.14% 178
2022
Q1 		$1.3M Sell
16,771
-7,554
-31% -$584K 0.16% 161
2021
Q4 		$2.07M Buy
24,325
+293
+1% +$24.6K 0.27% 87
2021
Q3 		$1.9M Buy
24,032
+13,758
+134% +$1.12M 0.29% 76
2021
Q2 		$832K Buy
10,274
+506
+5% +$40.6K 0.14% 178
2021
Q1 		$766K Sell
9,768
-672
-6% -$51.8K 0.17% 163
2020
Q4 		$754K Buy
10,440
+224
+2% +$14.9K 0.2% 142
2020
Q3 		$611K Sell
10,216
-124
-1% -$7.38K 0.19% 148
2020
Q2 		$579K Sell
10,340
-516
-5% -$26.8K 0.21% 142
2020
Q1 		$485K Buy
10,856
+548
+5% +$30.1K 0.21% 147
2019
Q4 		$614K Buy
10,308
+76
+0.7% +$4.36K 0.21% 149
2019
Q3 		$578K Buy
10,232
+76
+0.7% +$4.27K 0.21% 149
2019
Q2 		$575K Sell
10,156
-272
-3% -$15.1K 0.38% 76
2019
Q1 		$571K Buy
10,428
+24
+0.2% +$1.27K 0.39% 71
2018
Q4 		$497K Buy
10,404
+1,024
+11% +$53.6K 0.4% 71
2018
Q3 		$546K Buy
9,380
+2,040
+28% +$118K 0.39% 74
2018
Q2 		$413K Buy
7,340
+156
+2% +$8.72K 0.34% 85
2018
Q1 		$392K Buy
7,184
+308
+4% +$17K 0.36% 81
2017
Q4 		$371K Buy
6,876
+16
+0.2% +$844 0.34% 90
2017
Q3 		$347K Buy
6,860
+224
+3% +$11K 0.34% 90
2017
Q2 		$326K Buy
6,636
+1,556
+31% +$75.7K 0.27% 110
2017
Q1 		$242K Sell
5,080
-648
-11% -$30.6K 0.24% 126
2016
Q4 		$261K Sell
5,728
-1,224
-18% -$53.9K 0.28% 109
2016
Q3 		$304K Sell
6,952
-44
-0.6% -$1.93K 0.3% 105
2016
Q2 		$296K Buy
6,996
+1,876
+37% +$77.8K 0.31% 104
2016
Q1 		$208K Buy
+5,120
New +$195K 0.24% 127

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

Nations Financial Group's IJK Position: Q2 2026 in Review

Nations Financial Group reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 6.7% in Q2 2026, selling an estimated $78.6K and leaving 9,919 shares worth $1.17M. The position accounts for 0.06% of the portfolio, ranked #342.

Nations Financial Group first reported a position in IJK in Q1 2016 and has held it in 42 quarters since. The position peaked at $2.07M in Q4 2021. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • Nations Financial Group held 9,919 shares of iShares S&P Mid-Cap 400 Growth ETF worth $1.17M as of Q2 2026.
  • Nations Financial Group sold 708 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $78.6K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.06% of Nations Financial Group's portfolio in Q2 2026, its #342 holding.
  • Nations Financial Group first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2016 and has held it in 42 quarters since.
  • Nations Financial Group's iShares S&P Mid-Cap 400 Growth ETF position peaked at $2.07M in Q4 2021.
  • 990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.