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Octavia Wealth Advisors’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Octavia Wealth 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 		$695K Sell
5,919
-689
-10% -$76.5K 0.06% 97
2026
Q1 		$665K Sell
6,608
-98
-1% -$10.1K 0.06% 103
2025
Q4 		$650K Sell
6,706
-131
-2% -$12.6K 0.06% 113
2025
Q3 		$656K Sell
6,837
-403
-6% -$38K 0.07% 111
2025
Q2 		$659K Sell
7,240
-791
-10% -$67.7K 0.07% 97
2025
Q1 		$669K Buy
8,031
+8
+0.1% +$721 0.08% 96
2024
Q4 		$729K Buy
8,023
+1
+0% +$94 0.09% 87
2024
Q3 		$737K Buy
8,022
+1
+0% +$89 0.09% 89
2024
Q2 		$707K Buy
8,021
+632
+9% +$55.9K 0.1% 93
2024
Q1 		$674K Sell
7,389
-756
-9% -$63.1K 0.1% 96
2023
Q4 		$645K Sell
8,145
-956
-11% -$70.1K 0.11% 99
2023
Q3 		$660K Buy
9,101
+525
+6% +$39.6K 0.13% 83
2023
Q2 		$643K Buy
8,576
+767
+10% +$54.8K 0.13% 82
2023
Q1 		$558K Buy
7,809
+1
+0% +$71 0.13% 85
2022
Q4 		$533K Buy
7,808
+28
+0.4% +$1.93K 0.13% 88
2022
Q3 		$490K Sell
7,780
-817
-10% -$56.4K 0.13% 87
2022
Q2 		$549K Buy
8,597
+474
+6% +$33.3K 0.14% 88
2022
Q1 		$628K Sell
8,123
-1,213
-13% -$93.7K 0.14% 85
2021
Q4 		$796K Buy
9,336
+574
+7% +$48.1K 0.17% 74
2021
Q3 		$694K Sell
8,762
-320
-4% -$26K 0.18% 74
2021
Q2 		$735K Sell
9,082
-1,143
-11% -$91.7K 0.19% 72
2021
Q1 		$801K Sell
10,225
-819
-7% -$63.1K 0.24% 68
2020
Q4 		$798K Buy
+11,044
New +$736K 0.26% 65

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

Octavia Wealth Advisors's IJK Position: Q2 2026 in Review

Octavia Wealth Advisors reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 10% in Q2 2026, selling an estimated $76.5K and leaving 5,919 shares worth $695K. The position accounts for 0.06% of the portfolio, ranked #97.

Octavia Wealth Advisors first reported a position in IJK in Q4 2020 and has held it in 23 quarters since. The position peaked at $801K in Q1 2021. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • Octavia Wealth Advisors held 5,919 shares of iShares S&P Mid-Cap 400 Growth ETF worth $695K as of Q2 2026.
  • Octavia Wealth Advisors sold 689 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $76.5K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.06% of Octavia Wealth Advisors's portfolio in Q2 2026, its #97 holding.
  • Octavia Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • Octavia Wealth Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $801K in Q1 2021.
  • 990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.