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

OneDigital Investment 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 		$1.37M Sell
11,684
-75
-0.6% -$8.33K 0.01% 631
2026
Q1 		$1.18M Buy
11,759
+1,526
+15% +$157K 0.01% 624
2025
Q4 		$991K Sell
10,233
-16
-0.2% -$1.54K 0.01% 680
2025
Q3 		$983K Sell
10,249
-63
-0.6% -$5.93K 0.01% 657
2025
Q2 		$938K Sell
10,312
-224
-2% -$19.2K 0.01% 658
2025
Q1 		$877K Sell
10,536
-186
-2% -$16.8K 0.01% 648
2024
Q4 		$975K Sell
10,722
-3,727
-26% -$351K 0.01% 645
2024
Q3 		$1.33M Sell
14,449
-9
-0.1% -$805 0.02% 562
2024
Q2 		$1.27M Buy
14,458
+1,247
+9% +$110K 0.02% 539
2024
Q1 		$1.21M Sell
13,211
-1,260
-9% -$105K 0.02% 454
2023
Q4 		$1.15M Buy
14,471
+798
+6% +$58.6K 0.02% 428
2023
Q3 		$988K Buy
13,673
+3,037
+29% +$229K 0.02% 424
2023
Q2 		$798K Sell
10,636
-19
-0.2% -$1.36K 0.02% 478
2023
Q1 		$762K Buy
10,655
+2,559
+32% +$183K 0.02% 470
2022
Q4 		$553K Sell
8,096
-846
-9% -$58.1K 0.02% 495
2022
Q3 		$564K Sell
8,942
-1,000
-10% -$69K 0.02% 427
2022
Q2 		$634K Sell
9,942
-2,273
-19% -$160K 0.03% 362
2022
Q1 		$944K Sell
12,215
-5,207
-30% -$402K 0.04% 288
2021
Q4 		$1.49M Sell
17,422
-775
-4% -$65K 0.05% 213
2021
Q3 		$1.44M Sell
18,197
-1,333
-7% -$108K 0.06% 205
2021
Q2 		$1.58M Buy
19,530
+4,764
+32% +$382K 0.07% 191
2021
Q1 		$1.16M Buy
14,766
+94
+0.6% +$7.24K 0.05% 223
2020
Q4 		$1.06M Sell
14,672
-964
-6% -$64.3K 0.06% 221
2020
Q3 		$935K Sell
15,636
-6,684
-30% -$398K 0.06% 208
2020
Q2 		$1.25M Sell
22,320
-8,548
-28% -$444K 0.09% 183
2020
Q1 		$1.38M Buy
30,868
+22,784
+282% +$1.25M 0.12% 158
2019
Q4 		$481K Buy
8,084
+20
+0.2% +$1.15K 0.04% 316
2019
Q3 		$451K Sell
8,064
-1,740
-18% -$97.8K 0.04% 294
2019
Q2 		$555K Buy
9,804
+5,176
+112% +$287K 0.04% 232
2019
Q1 		$254K Buy
4,628
+12
+0.3% +$633 0.04% 251
2018
Q4 		$221K Buy
4,616
+28
+0.6% +$1.47K 0.04% 246
2018
Q3 		$267K Buy
4,588
+8
+0.2% +$464 0.06% 145
2018
Q2 		$257K Hold
4,580
– – 0.05% 179
2018
Q1 		$250K Sell
4,580
-688
-13% -$38K 0.05% 193
2017
Q4 		$284K Sell
5,268
-2,784
-35% -$147K 0.03% 187
2017
Q3 		$407K Sell
8,052
-1,840
-19% -$90.7K 0.15% 88
2017
Q2 		$486K Buy
+9,892
New +$481K 0.14% 110

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

OneDigital Investment Advisors's IJK Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.64% in Q2 2026, selling an estimated $8.33K and leaving 11,684 shares worth $1.37M. The position accounts for 0.01% of the portfolio, ranked #631.

OneDigital Investment Advisors first reported a position in IJK in Q2 2017 and has held it in 37 quarters since. The position peaked at $1.58M in Q2 2021. 991 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • OneDigital Investment Advisors held 11,684 shares of iShares S&P Mid-Cap 400 Growth ETF worth $1.37M as of Q2 2026.
  • OneDigital Investment Advisors sold 75 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $8.33K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #631 holding.
  • OneDigital Investment Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2017 and has held it in 37 quarters since.
  • OneDigital Investment Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $1.58M in Q2 2021.
  • 991 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.