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

Provenance Wealth 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	$8.88K	Hold	76	–	–	﹤0.01%	354
2026 Q1	$7.61K	Hold	76	–	–	﹤0.01%	322
2025 Q4	$7.32K	Hold	76	–	–	﹤0.01%	325
2025 Q3	$7.25K	Hold	76	–	–	﹤0.01%	340
2025 Q2	$6.88K	Hold	76	–	–	﹤0.01%	329
2025 Q1	$6.3K	Hold	76	–	–	﹤0.01%	341
2024 Q4	$6.87K	Hold	76	–	–	﹤0.01%	349
2024 Q3	$6.95K	Hold	76	–	–	﹤0.01%	374
2024 Q2	$6.66K	Hold	76	–	–	﹤0.01%	311
2024 Q1	$6.9K	Sell	76 -106	-58%	-$8.84K	﹤0.01%	342
2023 Q4	$14.4K	Buy	+182	New	+$13.4K	﹤0.01%	283

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

Provenance Wealth Advisors's IJK Position: Q2 2026 in Review

Provenance Wealth Advisors held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 76 shares worth $8.88K. The position accounts for ﹤0.01% of the portfolio, ranked #354.

Provenance Wealth Advisors first reported a position in IJK in Q4 2023 and has held it in 11 quarters since. The position peaked at $14.4K in Q4 2023. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Provenance Wealth Advisors held 76 shares of iShares S&P Mid-Cap 400 Growth ETF worth $8.88K as of Q2 2026.
Provenance Wealth 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 ﹤0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #354 holding.
Provenance Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2023 and has held it in 11 quarters since.
Provenance Wealth Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $14.4K in Q4 2023.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.