PKS Advisory Services’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

PKS Advisory Services’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	$1.53M	Buy	13,029 +2,560	+24%	+$284K	0.24%	81
2026 Q1	$1.05M	Sell	10,469 -284	-3%	-$29.2K	0.24%	86
2025 Q4	$1.04M	Buy	10,753 +308	+3%	+$29.7K	0.24%	88
2025 Q3	$1M	Sell	10,445 -404	-4%	-$38.1K	0.21%	87
2025 Q2	$987K	Buy	10,849 +176	+2%	+$15.1K	0.24%	83
2025 Q1	$889K	Buy	10,673 +2,026	+23%	+$183K	0.24%	85
2024 Q4	$786K	Buy	+8,647	New	+$814K	0.2%	95

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

PKS Advisory Services's IJK Position: Q2 2026 in Review

PKS Advisory Services increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 24% in Q2 2026, buying an estimated $284K and bringing the position to 13,029 shares worth $1.53M. The position accounts for 0.24% of the portfolio, ranked #81.

PKS Advisory Services first reported a position in IJK in Q4 2024 and has held it in 7 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

PKS Advisory Services held 13,029 shares of iShares S&P Mid-Cap 400 Growth ETF worth $1.53M as of Q2 2026.
PKS Advisory Services bought 2,560 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $284K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.24% of PKS Advisory Services's portfolio in Q2 2026, its #81 holding.
PKS Advisory Services first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2024 and has held it in 7 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.