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

Prospera Financial 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	$812K	Sell	6,899 -2,488	-27%	-$276K	0.01%	856
2026 Q1	$946K	Sell	9,387 -54,040	-85%	-$5.55M	0.02%	734
2025 Q4	$6.15M	Buy	63,427 +56,487	+814%	+$5.44M	0.1%	208
2025 Q3	$667K	Buy	6,940 +436	+7%	+$41.1K	0.01%	831
2025 Q2	$593K	Buy	6,504 +3,912	+151%	+$335K	0.01%	847
2025 Q1	$216K	Buy	2,592 +209	+9%	+$18.8K	0.01%	1103
2024 Q4	$217K	Buy	+2,383	New	+$224K	0.01%	1055
2024 Q3	–	Sell	-54,634	Closed	-$4.81M	–	1157
2024 Q2	$4.81M	Buy	54,634 +194	+0.4%	+$17.1K	0.13%	168
2024 Q1	$4.97M	Buy	+54,440	New	+$4.54M	0.15%	147
2023 Q2	–	Sell	-15,143	Closed	-$1.08M	–	1046
2023 Q1	$1.08M	Buy	+15,143	New	+$1.08M	0.04%	400
2022 Q3	–	Sell	-850	Closed	-$54K	–	1200
2022 Q2	$54K	Sell	850 -24,955	-97%	-$1.75M	﹤0.01%	1016
2022 Q1	$1.99M	Buy	+25,805	New	+$1.99M	0.08%	275
2020 Q4	–	Sell	-960	Closed	-$57K	–	1089
2020 Q3	$57K	Buy	+960	New	+$57.1K	0.02%	577
2018 Q4	–	Sell	-10,456	Closed	-$589K	–	418
2018 Q3	$589K	Sell	10,456 -1,040	-9%	-$60.4K	0.11%	190
2018 Q2	$648K	Sell	11,496 -10,436	-48%	-$583K	0.09%	191
2018 Q1	$1.2M	Buy	21,932 +16,608	+312%	+$918K	0.17%	124
2017 Q4	$292K	Buy	+5,324	New	+$281K	0.04%	311
2015 Q4	–	Sell	-8,604	Closed	-$338K	–	314
2015 Q3	$338K	Sell	8,604 -1,972	-19%	-$82.3K	0.09%	170
2015 Q2	$448K	Sell	10,576 -88	-0.8%	-$3.77K	0.11%	143
2015 Q1	$457K	Buy	10,664 +4,064	+62%	+$168K	0.1%	152
2014 Q4	$263K	Sell	6,600 -8	-0.1%	-$311	0.07%	222
2014 Q3	$250K	Buy	6,608 +4	+0.1%	+$155	0.07%	227
2014 Q2	$259K	Buy	6,604 +704	+12%	+$26.6K	0.07%	217
2014 Q1	$226K	Buy	5,900 +248	+4%	+$9.34K	0.07%	211
2013 Q4	$212K	Sell	5,652 -840	-13%	-$30.3K	0.07%	226
2013 Q3	$229K	Buy	+6,492	New	+$221K	0.09%	194

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

Prospera Financial Services's IJK Position: Q2 2026 in Review

Prospera Financial Services reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 27% in Q2 2026, selling an estimated $276K and leaving 6,899 shares worth $812K. The position accounts for 0.01% of the portfolio, ranked #856.

Prospera Financial Services first reported a position in IJK in Q3 2013 and has held it in 26 quarters since. The position peaked at $6.15M in Q4 2025. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Prospera Financial Services held 6,899 shares of iShares S&P Mid-Cap 400 Growth ETF worth $812K as of Q2 2026.
Prospera Financial Services sold 2,488 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $276K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #856 holding.
Prospera Financial Services first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2013 and has held it in 26 quarters since.
Prospera Financial Services's iShares S&P Mid-Cap 400 Growth ETF position peaked at $6.15M in Q4 2025.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.