Plante Moran Financial Advisors’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Plante Moran Financial 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	$1.2M	Sell	10,248 -361	-3%	-$40.1K	0.06%	42
2026 Q1	$1.07M	Buy	10,609 +772	+8%	+$79.3K	0.07%	42
2025 Q4	$953K	Buy	9,837 +4,208	+75%	+$405K	0.06%	56
2025 Q3	$540K	Hold	5,629	–	–	0.03%	83
2025 Q2	$512K	Buy	5,629 +2,504	+80%	+$214K	0.04%	83
2025 Q1	$260K	Hold	3,125	–	–	0.02%	142
2024 Q4	$284K	Sell	3,125 -47	-1%	-$4.43K	0.02%	136
2024 Q3	$292K	Buy	3,172 +59	+2%	+$5.28K	0.02%	134
2024 Q2	$274K	Sell	3,113 -71	-2%	-$6.28K	0.03%	139
2024 Q1	$291K	Buy	3,184 +92	+3%	+$7.67K	0.03%	128
2023 Q4	$245K	Buy	3,092 +2,700	+689%	+$198K	0.03%	141
2023 Q3	$28.3K	Sell	392 -272	-41%	-$20.5K	﹤0.01%	375
2023 Q2	$49.8K	Hold	664	–	–	0.01%	302
2023 Q1	$47.5K	Hold	664	–	–	0.01%	299
2022 Q4	$45.4K	Hold	664	–	–	0.01%	320
2022 Q3	$42K	Hold	664	–	–	0.01%	334
2022 Q2	$42K	Hold	664	–	–	0.01%	338
2022 Q1	$51K	Hold	664	–	–	0.01%	331
2021 Q4	$57K	Buy	664 +208	+46%	+$17.4K	0.01%	338
2021 Q3	$36K	Hold	456	–	–	0.01%	439
2021 Q2	$37K	Hold	456	–	–	0.01%	428
2021 Q1	$36K	Sell	456 -960	-68%	-$73.9K	0.01%	426
2020 Q4	$102K	Hold	1,416	–	–	0.03%	249
2020 Q3	$85K	Buy	1,416 +1,228	+653%	+$73.1K	0.03%	254
2020 Q2	$11K	Hold	188	–	–	﹤0.01%	515
2020 Q1	$8K	Hold	188	–	–	﹤0.01%	524
2019 Q4	$11K	Hold	188	–	–	﹤0.01%	535
2019 Q3	$11K	Hold	188	–	–	﹤0.01%	576
2019 Q2	$11K	Hold	188	–	–	﹤0.01%	555
2019 Q1	$10K	Sell	188 -188	-50%	-$9.92K	﹤0.01%	550
2018 Q4	$18K	Buy	376 +188	+100%	+$9.84K	0.01%	441
2018 Q3	$11K	Hold	188	–	–	﹤0.01%	487
2018 Q2	$11K	Hold	188	–	–	0.01%	537
2018 Q1	$10K	Hold	188	–	–	0.01%	605
2017 Q4	$10K	Hold	188	–	–	0.01%	594
2017 Q3	$10K	Hold	188	–	–	0.01%	542
2017 Q2	$9K	Hold	188	–	–	0.01%	574
2017 Q1	$9K	Hold	188	–	–	0.01%	587
2016 Q4	$9K	Hold	188	–	–	0.01%	603
2016 Q3	$8K	Hold	188	–	–	0.01%	618
2016 Q2	$8K	Hold	188	–	–	0.01%	556
2016 Q1	$8K	Hold	188	–	–	0.01%	513
2015 Q4	$8K	Hold	188	–	–	0.01%	612
2015 Q3	$7K	Hold	188	–	–	0.01%	529
2015 Q2	$8K	Hold	188	–	–	0.01%	556
2015 Q1	$8K	Hold	188	–	–	0.01%	545
2014 Q4	$8K	Hold	188	–	–	0.01%	580
2014 Q3	$7K	Buy	+188	New	+$7.29K	0.01%	616
2013 Q4	–	Sell	-2,160	Closed	-$75K	–	699
2013 Q3	$75K	Hold	2,160	–	–	0.05%	147
2013 Q2	$70K	Buy	+2,160	New	+$70.1K	0.05%	134

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

Plante Moran Financial Advisors's IJK Position: Q2 2026 in Review

Plante Moran Financial Advisors reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 3.4% in Q2 2026, selling an estimated $40.1K and leaving 10,248 shares worth $1.2M. The position accounts for 0.06% of the portfolio, ranked #42.

Plante Moran Financial Advisors first reported a position in IJK in Q2 2013 and has held it in 50 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Plante Moran Financial Advisors held 10,248 shares of iShares S&P Mid-Cap 400 Growth ETF worth $1.2M as of Q2 2026.
Plante Moran Financial Advisors sold 361 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $40.1K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.06% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #42 holding.
Plante Moran Financial Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2013 and has held it in 50 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.