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

PCG 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	$462K	Hold	3,933	–	–	0.1%	120
2026 Q1	$396K	Sell	3,933 -638	-14%	-$65.5K	0.1%	124
2025 Q4	$443K	Buy	4,571 +5	+0.1%	+$481	0.13%	108
2025 Q3	$438K	Sell	4,566 -60	-1%	-$5.65K	0.13%	107
2025 Q2	$421K	Buy	4,626 +4	+0.1%	+$343	0.22%	60
2025 Q1	$385K	Buy	4,622 +105	+2%	+$9.46K	0.13%	100
2024 Q4	$411K	Buy	4,517 +13	+0.3%	+$1.22K	0.15%	94
2024 Q3	$414K	Hold	4,504	–	–	0.16%	84
2024 Q2	$397K	Buy	4,504 +4	+0.1%	+$354	0.17%	81
2024 Q1	$411K	Buy	4,500 +3	+0.1%	+$250	0.2%	77
2023 Q4	$356K	Sell	4,497 -1,546	-26%	-$113K	0.2%	74
2023 Q3	$437K	Hold	6,043	–	–	0.29%	64
2023 Q2	$453K	Buy	6,043 +9	+0.1%	+$643	0.28%	69
2023 Q1	$432K	Buy	6,034 +11	+0.2%	+$786	0.27%	67
2022 Q4	$411K	Sell	6,023 -6,002	-50%	-$413K	0.26%	73
2022 Q3	$757K	Buy	12,025 +6,029	+101%	+$416K	0.27%	61
2022 Q2	$382K	Buy	5,996 +10	+0.2%	+$702	0.27%	59
2022 Q1	$463K	Sell	5,986 -1,565	-21%	-$121K	0.29%	52
2021 Q4	$643K	Buy	+7,551	New	+$633K	0.45%	41

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

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

PCG Wealth Advisors held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 3,933 shares worth $462K. The position accounts for 0.1% of the portfolio, ranked #120.

PCG Wealth Advisors first reported a position in IJK in Q4 2021 and has held it in 19 quarters since. The position peaked at $757K in Q3 2022. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

PCG Wealth Advisors held 3,933 shares of iShares S&P Mid-Cap 400 Growth ETF worth $462K as of Q2 2026.
PCG Wealth Advisors left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q2 2026.
iShares S&P Mid-Cap 400 Growth ETF made up 0.1% of PCG Wealth Advisors's portfolio in Q2 2026, its #120 holding.
PCG Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2021 and has held it in 19 quarters since.
PCG Wealth Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $757K in Q3 2022.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on PCG Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.