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

Private Advisory Group’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	$3.47M	Buy	29,544 +3,013	+11%	+$335K	0.19%	116
2026 Q1	$2.67M	Buy	+26,531	New	+$2.73M	0.18%	111

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

Private Advisory Group's IJK Position: Q2 2026 in Review

Private Advisory Group increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 11% in Q2 2026, buying an estimated $335K and bringing the position to 29,544 shares worth $3.47M. The position accounts for 0.19% of the portfolio, ranked #116.

Private Advisory Group first reported a position in IJK in Q1 2026 and has held it in 2 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Private Advisory Group held 29,544 shares of iShares S&P Mid-Cap 400 Growth ETF worth $3.47M as of Q2 2026.
Private Advisory Group bought 3,013 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $335K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.19% of Private Advisory Group's portfolio in Q2 2026, its #116 holding.
Private Advisory Group first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2026 and has held it in 2 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Private Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.