PVI
IJK icon

Pine Valley Investments’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Pine Valley Investments’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 		$275K Hold
2,340
– – 0.01% 514
2026
Q1 		$235K Hold
2,340
– – 0.01% 507
2025
Q4 		$227K Buy
2,340
+40
+2% +$3.85K 0.01% 506
2025
Q3 		$221K Buy
+2,300
New +$217K 0.01% 508

Other funds holding IJK

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

Pine Valley Investments's IJK Position: Q2 2026 in Review

Pine Valley Investments held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 2,340 shares worth $275K. The position accounts for 0.01% of the portfolio, ranked #514.

Pine Valley Investments first reported a position in IJK in Q3 2025 and has held it in 4 quarters since. 583 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • Pine Valley Investments held 2,340 shares of iShares S&P Mid-Cap 400 Growth ETF worth $275K as of Q2 2026.
  • Pine Valley Investments 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 Pine Valley Investments's portfolio in Q2 2026, its #514 holding.
  • Pine Valley Investments first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 583 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.