Personal CFO Solutions’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Personal CFO Solutions’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	–	Sell	-3,557	Closed	-$358K	–	556
2026 Q1	$358K	Buy	3,557 +256	+8%	+$26.3K	0.05%	322
2025 Q4	$320K	Buy	3,301 +4	+0.1%	+$385	0.05%	345
2025 Q3	$316K	Buy	3,297 +4	+0.1%	+$377	0.06%	328
2025 Q2	$300K	Buy	3,293 +4	+0.1%	+$343	0.06%	332
2025 Q1	$274K	Buy	3,289 +3	+0.1%	+$270	0.06%	340
2024 Q4	$299K	Buy	3,286 +5	+0.2%	+$471	0.06%	325
2024 Q3	$302K	Buy	3,281 +5	+0.2%	+$447	0.04%	422
2024 Q2	$289K	Buy	3,276 +2	+0.1%	+$177	0.04%	397
2024 Q1	$299K	Sell	3,274 -1	-0%	-$83	0.05%	401
2023 Q4	$259K	Buy	+3,275	New	+$240K	0.04%	411

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 22.9% 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

Personal CFO Solutions's IJK Position: Q2 2026 in Review

Personal CFO Solutions sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2026, closing a stake of 3,557 shares — an estimated $358K sold.

Personal CFO Solutions first reported a position in IJK in Q4 2023 and held it in 10 quarters. The position peaked at $358K in Q1 2026. 993 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Personal CFO Solutions reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2026 after selling out during the quarter.
Personal CFO Solutions sold 3,557 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $358K.
Personal CFO Solutions first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2023 and held it in 10 quarters.
Personal CFO Solutions's iShares S&P Mid-Cap 400 Growth ETF position peaked at $358K in Q1 2026.
993 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.