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

Operose 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	$2.54M	Sell	21,624 -360	-2%	-$40K	0.49%	31
2026 Q1	$2.21M	Sell	21,984 -5	-0%	-$514	0.51%	29
2025 Q4	$2.13M	Hold	21,989	–	–	0.5%	32
2025 Q3	$2.11M	Buy	21,989 +5	+0%	+$471	0.53%	27
2025 Q2	$2M	Buy	21,984 +560	+3%	+$48K	0.56%	27
2025 Q1	$1.78M	Sell	21,424 -30	-0.1%	-$2.7K	0.59%	27
2024 Q4	$1.95M	Buy	21,454 +2,070	+11%	+$195K	0.67%	25
2024 Q3	$1.78M	Buy	19,384 +2,980	+18%	+$266K	0.58%	23
2024 Q2	$1.45M	Hold	16,404	–	–	0.51%	26
2024 Q1	$1.5M	Buy	+16,404	New	+$1.37M	0.51%	23

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

Operose Advisors's IJK Position: Q2 2026 in Review

Operose Advisors reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 1.6% in Q2 2026, selling an estimated $40K and leaving 21,624 shares worth $2.54M. The position accounts for 0.49% of the portfolio, ranked #31.

Operose Advisors first reported a position in IJK in Q1 2024 and has held it in 10 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Operose Advisors held 21,624 shares of iShares S&P Mid-Cap 400 Growth ETF worth $2.54M as of Q2 2026.
Operose Advisors sold 360 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $40K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.49% of Operose Advisors's portfolio in Q2 2026, its #31 holding.
Operose Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2024 and has held it in 10 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.