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Pacific Financial Group’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Pacific Financial Group’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 		$3.01M Sell
25,578
-256
-1% -$28.4K 1.44% 22
2026
Q1 		$2.6M Sell
25,834
-1,891
-7% -$194K 1.4% 20
2025
Q4 		$2.69M Sell
27,725
-727
-3% -$70K 1.49% 20
2025
Q3 		$2.73M Sell
28,452
-303
-1% -$28.5K 2.02% 12
2025
Q2 		$2.62M Sell
28,755
-5,581
-16% -$478K 2.04% 12
2025
Q1 		$2.86M Sell
34,336
-548
-2% -$49.4K 2.31% 12
2024
Q4 		$3.17M Sell
34,884
-836
-2% -$78.7K 2.35% 12
2024
Q3 		$3.28M Sell
35,720
-1,936
-5% -$173K 2.41% 12
2024
Q2 		$3.32M Sell
37,656
-1,106
-3% -$97.8K 2.35% 12
2024
Q1 		$3.54M Buy
38,762
+714
+2% +$59.6K 2.44% 11
2023
Q4 		$3.01M Buy
38,048
+653
+2% +$47.9K 2.24% 12
2023
Q3 		$2.7M Buy
37,395
+80
+0.2% +$6.03K 1.76% 18
2023
Q2 		$2.8M Buy
37,315
+1,044
+3% +$74.5K 1.84% 19
2023
Q1 		$2.59M Sell
36,271
-136
-0.4% -$9.71K 1.95% 15
2022
Q4 		$2.49M Buy
36,407
+1,971
+6% +$135K 1.87% 15
2022
Q3 		$2.17M Sell
34,436
-2,913
-8% -$201K 1.95% 15
2022
Q2 		$2.38M Sell
37,349
-2,323
-6% -$163K 1.77% 17
2022
Q1 		$3.06M Buy
39,672
+3,554
+10% +$275K 2% 12
2021
Q4 		$2.97M Buy
36,118
+1,393
+4% +$117K 1.95% 17
2021
Q3 		$2.75M Buy
34,725
+2,324
+7% +$189K 1.96% 18
2021
Q2 		$2.62M Buy
32,401
+3,017
+10% +$242K 1.81% 16
2021
Q1 		$2.3M Buy
29,384
+265
+0.9% +$20.4K 1.86% 14
2020
Q4 		$2.1M Buy
29,119
+3,711
+15% +$247K 1.86% 17
2020
Q3 		$1.52M Buy
25,408
+3,040
+14% +$181K 1.19% 27
2020
Q2 		$998K Hold
22,368
– – 1.04% 27
2020
Q1 		$998K Buy
22,368
+476
+2% +$26.2K 1.03% 28
2019
Q4 		$1.3M Sell
21,892
-576
-3% -$33K 0.13% 54
2019
Q3 		$1.27M Buy
22,468
+764
+4% +$43K 0.14% 48
2019
Q2 		$1.19M Hold
21,704
– – 0.14% 46
2019
Q1 		$1.19M Buy
21,704
+704
+3% +$37.2K 0.14% 46
2018
Q4 		$1M Buy
+21,000
New +$1.1M 0.16% 40
2016
Q2 		$769K Buy
+18,188
New +$754K 1.38% 19
2015
Q4 		$650K Buy
16,144
+1,052
+7% +$43.1K 1.21% 25
2015
Q3 		$593K Buy
15,092
+7,300
+94% +$305K 0.78% 32
2015
Q2 		$330K Sell
7,792
-32
-0.4% -$1.37K 0.38% 41
2015
Q1 		$336K Buy
7,824
+544
+7% +$22.5K 0.44% 38
2014
Q4 		$291K Buy
7,280
+1,404
+24% +$54.5K 0.09% 40
2014
Q3 		$223K Buy
5,876
+500
+9% +$19.4K 0.23% 29
2014
Q2 		$211K Sell
5,376
-8
-0.1% -$302 0.33% 33
2014
Q1 		$206K Buy
5,384
+108
+2% +$4.07K 0.09% 35
2013
Q4 		$198K Buy
5,276
+384
+8% +$13.9K 0.38% 35
2013
Q3 		$170K Buy
4,892
+208
+4% +$7.07K 0.12% 35
2013
Q2 		$150K Buy
+4,684
New +$152K 0.33% 28

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

Pacific Financial Group's IJK Position: Q2 2026 in Review

Pacific Financial Group reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.99% in Q2 2026, selling an estimated $28.4K and leaving 25,578 shares worth $3.01M. The position accounts for 1.44% of the portfolio, ranked #22.

Pacific Financial Group first reported a position in IJK in Q2 2013 and has held it in 43 quarters since. The position peaked at $3.54M in Q1 2024. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • Pacific Financial Group held 25,578 shares of iShares S&P Mid-Cap 400 Growth ETF worth $3.01M as of Q2 2026.
  • Pacific Financial Group sold 256 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $28.4K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 1.44% of Pacific Financial Group's portfolio in Q2 2026, its #22 holding.
  • Pacific Financial Group first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2013 and has held it in 43 quarters since.
  • Pacific Financial Group's iShares S&P Mid-Cap 400 Growth ETF position peaked at $3.54M in Q1 2024.
  • 990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Pacific Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.