Pin Oak Investment Advisors’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Pin Oak Investment 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	$8K	Hold	72	–	–	0.01%	390
2026 Q1	$7K	Hold	72	–	–	0.01%	395
2025 Q4	$8K	Hold	72	–	–	0.01%	396
2025 Q3	$6.9K	Hold	72	–	–	﹤0.01%	396
2025 Q2	$5K	Hold	72	–	–	﹤0.01%	381
2025 Q1	$6K	Hold	72	–	–	﹤0.01%	359
2024 Q4	$7K	Hold	72	–	–	0.01%	363
2024 Q3	$6K	Hold	72	–	–	0.01%	376
2024 Q2	$6K	Sell	72 -96	-57%	-$8.48K	0.01%	368
2024 Q1	$15K	Hold	168	–	–	0.01%	297
2023 Q4	$13K	Hold	168	–	–	0.01%	302
2023 Q3	$12K	Sell	168 -42	-20%	-$3.17K	0.01%	303
2023 Q2	$17K	Buy	210 +42	+25%	+$3K	0.02%	269
2023 Q1	$12K	Buy	+168	New	+$12K	0.01%	289
2022 Q4	–	Sell	-188	Closed	-$12K	–	426
2022 Q3	$12K	Hold	188	–	–	0.02%	260
2022 Q2	$12K	Sell	188 -116	-38%	-$8.15K	0.01%	285
2022 Q1	$23K	Hold	304	–	–	0.02%	239
2021 Q4	$26K	Hold	304	–	–	0.03%	234
2021 Q3	$24K	Hold	304	–	–	0.03%	239
2021 Q2	$25K	Buy	304 +72	+31%	+$5.78K	0.03%	229
2021 Q1	$18K	Hold	232	–	–	0.02%	259
2020 Q4	$17K	Hold	232	–	–	0.01%	284
2020 Q3	$14K	Sell	232 -232	-50%	-$13.8K	0.01%	279
2020 Q2	$26K	Hold	464	–	–	0.02%	205
2020 Q1	$21K	Hold	464	–	–	0.02%	222
2019 Q4	$28K	Sell	464 -48	-9%	-$2.75K	0.02%	224
2019 Q3	$29K	Hold	512	–	–	0.02%	225
2019 Q2	$29K	Hold	512	–	–	0.02%	238
2019 Q1	$28K	Hold	512	–	–	0.02%	222
2018 Q4	$24K	Hold	512	–	–	0.02%	227
2018 Q3	$30K	Hold	512	–	–	0.02%	225
2018 Q2	$29K	Sell	512 -188	-27%	-$10.5K	0.02%	234
2018 Q1	$38K	Hold	700	–	–	0.03%	213
2017 Q4	$38K	Buy	+700	New	+$36.9K	0.03%	216

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

Pin Oak Investment Advisors's IJK Position: Q2 2026 in Review

Pin Oak Investment Advisors held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 72 shares worth $8K. The position accounts for 0.01% of the portfolio, ranked #390.

Pin Oak Investment Advisors first reported a position in IJK in Q4 2017 and has held it in 34 quarters since. The position peaked at $38K in Q1 2018. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Pin Oak Investment Advisors held 72 shares of iShares S&P Mid-Cap 400 Growth ETF worth $8K as of Q2 2026.
Pin Oak Investment 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 0.01% of Pin Oak Investment Advisors's portfolio in Q2 2026, its #390 holding.
Pin Oak Investment Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2017 and has held it in 34 quarters since.
Pin Oak Investment Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $38K in Q1 2018.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.