Novak & Powell Financial Services’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Novak & Powell Financial 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	$1.91M	Buy	16,244 +317	+2%	+$35.2K	0.9%	29
2026 Q1	$1.6M	Sell	15,927 -315	-2%	-$32.4K	0.86%	29
2025 Q4	$1.57M	Sell	16,242 -264	-2%	-$25.4K	0.82%	29
2025 Q3	$1.58M	Buy	16,506 +10,358	+168%	+$976K	0.83%	31
2025 Q2	$559K	Sell	6,148 -10,490	-63%	-$898K	0.39%	61
2025 Q1	$1.39M	Sell	16,638 -1,776	-10%	-$160K	0.86%	29
2024 Q4	$1.67M	Sell	18,414 -103	-0.6%	-$9.7K	1%	22
2024 Q3	$1.7M	Sell	18,517 -44	-0.2%	-$3.94K	0.99%	27
2024 Q2	$1.64M	Buy	18,561 +11,169	+151%	+$987K	1.02%	26
2024 Q1	$675K	Sell	7,392 -11,025	-60%	-$920K	0.5%	51
2023 Q4	$1.45M	Buy	+18,417	New	+$1.35M	0.97%	30

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

Novak & Powell Financial Services's IJK Position: Q2 2026 in Review

Novak & Powell Financial Services increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 2% in Q2 2026, buying an estimated $35.2K and bringing the position to 16,244 shares worth $1.91M. The position accounts for 0.9% of the portfolio, ranked #29.

Novak & Powell Financial Services first reported a position in IJK in Q4 2023 and has held it in 11 quarters since. 992 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Novak & Powell Financial Services held 16,244 shares of iShares S&P Mid-Cap 400 Growth ETF worth $1.91M as of Q2 2026.
Novak & Powell Financial Services bought 317 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $35.2K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.9% of Novak & Powell Financial Services's portfolio in Q2 2026, its #29 holding.
Novak & Powell Financial Services first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2023 and has held it in 11 quarters since.
992 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Novak & Powell Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.