New Age Alpha Advisors’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

New Age Alpha 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	$299K	Sell	2,545 -10,416	-80%	-$1.16M	0.01%	703
2026 Q1	$1.3M	Sell	12,961 -10,904	-46%	-$1.12M	0.06%	368
2025 Q4	$2.31M	Sell	23,865 -62	-0.3%	-$5.97K	0.1%	292
2025 Q3	$2.29M	Sell	23,927 -3,136	-12%	-$295K	0.1%	283
2025 Q2	$2.46M	Buy	27,063 +13,521	+100%	+$1.16M	0.11%	280
2025 Q1	$1.13M	Buy	+13,542	New	+$1.22M	0.05%	414

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

New Age Alpha Advisors's IJK Position: Q2 2026 in Review

New Age Alpha Advisors reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 80% in Q2 2026, selling an estimated $1.16M and leaving 2,545 shares worth $299K. The position accounts for 0.01% of the portfolio, ranked #703.

New Age Alpha Advisors first reported a position in IJK in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.46M in Q2 2025. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

New Age Alpha Advisors held 2,545 shares of iShares S&P Mid-Cap 400 Growth ETF worth $299K as of Q2 2026.
New Age Alpha Advisors sold 10,416 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $1.16M.
iShares S&P Mid-Cap 400 Growth ETF made up 0.01% of New Age Alpha Advisors's portfolio in Q2 2026, its #703 holding.
New Age Alpha Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2025 and has held it in 6 quarters since.
New Age Alpha Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $2.46M in Q2 2025.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.