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

Plotkin 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	$264K	Hold	2,244	–	–	0.11%	97
2026 Q1	$226K	Sell	2,244 -400	-15%	-$41.1K	0.11%	97
2025 Q4	$256K	Hold	2,644	–	–	0.13%	84
2025 Q3	$254K	Hold	2,644	–	–	0.13%	82
2025 Q2	$241K	Hold	2,644	–	–	0.13%	81
2025 Q1	$220K	Hold	2,644	–	–	0.14%	83
2024 Q4	$240K	Hold	2,644	–	–	0.14%	80
2024 Q3	$243K	Hold	2,644	–	–	0.15%	82
2024 Q2	$233K	Hold	2,644	–	–	0.15%	79
2024 Q1	$241K	Hold	2,644	–	–	0.16%	80
2023 Q4	$209K	Buy	+2,644	New	+$194K	0.16%	80
2022 Q2	–	Sell	-2,644	Closed	-$204K	–	76
2022 Q1	$204K	Hold	2,644	–	–	0.14%	75
2021 Q4	$225K	Hold	2,644	–	–	0.14%	79
2021 Q3	$209K	Hold	2,644	–	–	0.12%	88
2021 Q2	$214K	Hold	2,644	–	–	0.12%	96
2021 Q1	$207K	Buy	+2,644	New	+$204K	0.13%	76
2020 Q3	–	Sell	-6,068	Closed	-$340K	–	66
2020 Q2	$340K	Sell	6,068 -440	-7%	-$22.9K	0.29%	42
2020 Q1	$290K	Sell	6,508 -4,612	-41%	-$254K	0.35%	42
2019 Q4	$662K	Buy	+11,120	New	+$637K	0.62%	32

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

Plotkin Financial Advisors's IJK Position: Q2 2026 in Review

Plotkin Financial Advisors held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 2,244 shares worth $264K. The position accounts for 0.11% of the portfolio, ranked #97.

Plotkin Financial Advisors first reported a position in IJK in Q4 2019 and has held it in 19 quarters since. The position peaked at $662K in Q4 2019. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Plotkin Financial Advisors held 2,244 shares of iShares S&P Mid-Cap 400 Growth ETF worth $264K as of Q2 2026.
Plotkin Financial 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 0.11% of Plotkin Financial Advisors's portfolio in Q2 2026, its #97 holding.
Plotkin Financial Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2019 and has held it in 19 quarters since.
Plotkin Financial Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $662K in Q4 2019.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Plotkin Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.