Net Worth Advisory Group’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Net Worth Advisory 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	$658K	Sell	5,598 -37,756	-87%	-$4.19M	0.17%	142
2026 Q1	$4.36M	Sell	43,354 -78	-0.2%	-$8.01K	0.9%	19
2025 Q4	$4.21M	Buy	43,432 +38,070	+710%	+$3.67M	0.85%	21
2025 Q3	$514K	Sell	5,362 -36,967	-87%	-$3.48M	0.15%	162
2025 Q2	$3.85M	Buy	42,329 +36,892	+679%	+$3.16M	0.85%	22
2025 Q1	$453K	Buy	5,437 +618	+13%	+$55.7K	0.14%	168
2024 Q4	$438K	Buy	4,819 +428	+10%	+$40.3K	0.13%	188
2024 Q3	$404K	Buy	+4,391	New	+$393K	0.12%	199

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

Net Worth Advisory Group's IJK Position: Q2 2026 in Review

Net Worth Advisory Group reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 87% in Q2 2026, selling an estimated $4.19M and leaving 5,598 shares worth $658K. The position accounts for 0.17% of the portfolio, ranked #142.

Net Worth Advisory Group first reported a position in IJK in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.36M in Q1 2026. 991 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Net Worth Advisory Group held 5,598 shares of iShares S&P Mid-Cap 400 Growth ETF worth $658K as of Q2 2026.
Net Worth Advisory Group sold 37,756 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $4.19M.
iShares S&P Mid-Cap 400 Growth ETF made up 0.17% of Net Worth Advisory Group's portfolio in Q2 2026, its #142 holding.
Net Worth Advisory Group first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2024 and has held it in 8 quarters since.
Net Worth Advisory Group's iShares S&P Mid-Cap 400 Growth ETF position peaked at $4.36M in Q1 2026.
991 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.