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

Peterson 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	$953K	Buy	8,114 +474	+6%	+$52.7K	0.11%	45
2026 Q1	$769K	Buy	7,640 +44	+0.6%	+$4.52K	0.1%	48
2025 Q4	$736K	Buy	7,596 +16	+0.2%	+$1.54K	0.1%	51
2025 Q3	$724K	Buy	7,580 +17	+0.2%	+$1.6K	0.11%	52
2025 Q2	$688K	Sell	7,563 -710	-9%	-$60.8K	0.11%	52
2025 Q1	$622K	Buy	8,273 +502	+6%	+$45.2K	0.12%	49
2024 Q4	$717K	Buy	7,771 +17	+0.2%	+$1.6K	0.13%	44
2024 Q3	$713K	Buy	7,754 +347	+5%	+$31K	0.13%	41
2024 Q2	$653K	Buy	7,407 +11	+0.1%	+$972	0.14%	40
2024 Q1	$675K	Buy	7,396 +30	+0.4%	+$2.5K	0.14%	38
2023 Q4	$584K	Buy	7,366 +443	+6%	+$32.5K	0.14%	38
2023 Q3	$500K	Buy	6,923 +23	+0.3%	+$1.73K	0.13%	41
2023 Q2	$518K	Sell	6,900 -87	-1%	-$6.21K	0.14%	41
2023 Q1	$500K	Sell	6,987 -11	-0.2%	-$786	0.14%	43
2022 Q4	$478K	Sell	6,998 -11	-0.2%	-$756	0.14%	42
2022 Q3	$442K	Buy	7,009 +68	+1%	+$4.69K	0.15%	44
2022 Q2	$442K	Sell	6,941 -108	-2%	-$7.59K	0.15%	40
2022 Q1	$545K	Buy	7,049 +241	+4%	+$18.6K	0.16%	40
2021 Q4	$580K	Buy	6,808 +13	+0.2%	+$1.09K	0.17%	39
2021 Q3	$538K	Sell	6,795 -4	-0.1%	-$325	0.18%	37
2021 Q2	$550K	Buy	6,799 +9	+0.1%	+$722	0.2%	35
2021 Q1	$532K	Sell	6,790 -532	-7%	-$41K	0.22%	34
2020 Q4	$529K	Sell	7,322 -6	-0.1%	-$400	0.23%	34
2020 Q3	$438K	Sell	7,328 -8	-0.1%	-$476	0.22%	34
2020 Q2	$411K	Buy	7,336 +1,520	+26%	+$78.9K	0.22%	32
2020 Q1	$259K	Sell	5,816 -700	-11%	-$38.5K	0.17%	44
2019 Q4	$388K	Buy	6,516 +20	+0.3%	+$1.15K	0.22%	27
2019 Q3	$364K	Buy	6,496 +20	+0.3%	+$1.13K	0.22%	28
2019 Q2	$366K	Buy	6,476 +16	+0.2%	+$887	0.23%	28
2019 Q1	$364K	Buy	6,460 +20	+0.3%	+$1.06K	0.24%	27
2018 Q4	$308K	Buy	6,440 +32	+0.5%	+$1.68K	0.24%	29
2018 Q3	$373K	Sell	6,408 -312	-5%	-$18.1K	0.27%	28
2018 Q2	$378K	Sell	6,720 -80	-1%	-$4.47K	0.31%	30
2018 Q1	$371K	Buy	6,800 +3,048	+81%	+$169K	0.31%	32
2017 Q4	$202K	Buy	+3,752	New	+$198K	0.18%	45

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

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

Peterson Wealth Advisors increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 6.2% in Q2 2026, buying an estimated $52.7K and bringing the position to 8,114 shares worth $953K. The position accounts for 0.11% of the portfolio, ranked #45.

Peterson Wealth Advisors first reported a position in IJK in Q4 2017 and has held it in 35 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Peterson Wealth Advisors held 8,114 shares of iShares S&P Mid-Cap 400 Growth ETF worth $953K as of Q2 2026.
Peterson Wealth Advisors bought 474 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $52.7K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.11% of Peterson Wealth Advisors's portfolio in Q2 2026, its #45 holding.
Peterson Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2017 and has held it in 35 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Peterson Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.