PSF
IJK icon

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

Pacific Sun Financial’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 		$795K Sell
6,762
-130
-2% -$14.4K 0.33% 94
2026
Q1 		$693K Buy
6,892
+130
+2% +$13.4K 0.34% 89
2025
Q4 		$655K Buy
6,762
+100
+2% +$9.63K 0.32% 89
2025
Q3 		$639K Hold
6,662
– – 0.31% 93
2025
Q2 		$606K Buy
6,662
+130
+2% +$11.1K 0.32% 93
2025
Q1 		$544K Buy
6,532
+252
+4% +$22.7K 0.31% 100
2024
Q4 		$571K Sell
6,280
-220
-3% -$20.7K 0.31% 96
2024
Q3 		$598K Sell
6,500
-383
-6% -$34.2K 0.33% 95
2024
Q2 		$606K Sell
6,883
-85
-1% -$7.51K 0.36% 88
2024
Q1 		$636K Sell
6,968
-80
-1% -$6.67K 0.37% 84
2023
Q4 		$558K Sell
7,048
-2,200
-24% -$161K 0.35% 90
2023
Q3 		$668K Sell
9,248
-365
-4% -$27.5K 0.46% 66
2023
Q2 		$687K Buy
+9,613
New +$686K 0.46% 66
2022
Q4 		$653K Sell
9,563
-360
-4% -$24.7K 0.46% 67
2022
Q3 		$625K Buy
9,923
+390
+4% +$26.9K 0.44% 72
2022
Q2 		$608K Buy
9,533
+160
+2% +$11.2K 0.4% 78
2022
Q1 		$724K Buy
9,373
+130
+1% +$10K 0.4% 79
2021
Q4 		$788K Sell
9,243
-30
-0.3% -$2.52K 0.42% 77
2021
Q3 		$734K Buy
+9,273
New +$753K 0.42% 74
2020
Q3 		$621K Sell
10,384
-480
-4% -$28.6K 0.52% 64
2020
Q2 		$608K Sell
10,864
-1,096
-9% -$56.9K 0.55% 63
2020
Q1 		$534K Buy
11,960
+480
+4% +$26.4K 0.61% 59
2019
Q4 		$683K Buy
11,480
+80
+0.7% +$4.58K 0.6% 57
2019
Q3 		$638K Sell
11,400
-44
-0.4% -$2.47K 0.6% 59
2019
Q2 		$647K Buy
+11,444
New +$635K 0.62% 54
2018
Q2 		$524K Buy
9,028
+320
+4% +$17.9K 0.54% 62
2018
Q1 		$475K Buy
+8,708
New +$481K 0.63% 54

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 Sun Financial's IJK Position: Q2 2026 in Review

Pacific Sun Financial reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 1.9% in Q2 2026, selling an estimated $14.4K and leaving 6,762 shares worth $795K. The position accounts for 0.33% of the portfolio, ranked #94.

Pacific Sun Financial first reported a position in IJK in Q1 2018 and has held it in 27 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • Pacific Sun Financial held 6,762 shares of iShares S&P Mid-Cap 400 Growth ETF worth $795K as of Q2 2026.
  • Pacific Sun Financial sold 130 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $14.4K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.33% of Pacific Sun Financial's portfolio in Q2 2026, its #94 holding.
  • Pacific Sun Financial first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2018 and has held it in 27 quarters since.
  • 990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Pacific Sun Financial's 13F filing for Q2 2026, filed 10 Aug 2026.