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

River 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	$1.79M	Buy	15,266 +188	+1%	+$20.9K	0.19%	82
2026 Q1	$1.52M	Sell	15,078 -374	-2%	-$38.4K	0.17%	89
2025 Q4	$1.5M	Sell	15,452 -2,137	-12%	-$206K	0.17%	88
2025 Q3	$1.69M	Buy	17,589 +1,875	+12%	+$177K	0.2%	88
2025 Q2	$1.43M	Sell	15,714 -91	-0.6%	-$7.79K	0.18%	97
2025 Q1	$1.32M	Sell	15,805 -351	-2%	-$31.6K	0.18%	92
2024 Q4	$1.47M	Hold	16,156	–	–	0.19%	95
2024 Q3	$1.49M	Buy	16,156 +8	+0%	+$715	0.2%	99
2024 Q2	$1.42M	Sell	16,148 -372	-2%	-$32.9K	0.2%	95
2024 Q1	$1.51M	Sell	16,520 -261	-2%	-$21.8K	0.22%	96
2023 Q4	$1.33M	Buy	16,781 +2,663	+19%	+$195K	0.21%	98
2023 Q3	$1.02M	Buy	14,118 +110	+0.8%	+$8.29K	0.18%	111
2023 Q2	$1.05M	Hold	14,008	–	–	0.18%	113
2023 Q1	$1M	Sell	14,008 -5,081	-27%	-$363K	0.18%	113
2022 Q4	$1.3M	Sell	19,089 -263	-1%	-$18.1K	0.25%	94
2022 Q3	$1.22M	Buy	19,352 +3,690	+24%	+$255K	0.26%	90
2022 Q2	$998K	Hold	15,662	–	–	0.18%	116
2022 Q1	$1.21M	Sell	15,662 -208	-1%	-$16.1K	0.19%	107
2021 Q4	$1.35M	Sell	15,870 -246	-2%	-$20.6K	0.21%	101
2021 Q3	$1.28M	Sell	16,116 -555	-3%	-$45.1K	0.22%	97
2021 Q2	$1.35M	Buy	16,671 +123	+0.7%	+$9.87K	0.24%	95
2021 Q1	$1.3M	Buy	16,548 +193	+1%	+$14.9K	0.24%	95
2020 Q4	$1.18M	Sell	16,355 -7,185	-31%	-$479K	0.26%	95
2020 Q3	$1.41M	Buy	23,540 +5,080	+28%	+$302K	0.37%	72
2020 Q2	$1.03M	Buy	18,460 +12,532	+211%	+$651K	0.31%	86
2020 Q1	$264K	Sell	5,928 -356	-6%	-$19.6K	0.11%	138
2019 Q4	$374K	Buy	+6,284	New	+$360K	0.13%	132
2019 Q1	–	Sell	-1,432	Closed	-$68K	–	313
2018 Q4	$68K	Hold	1,432	–	–	0.03%	216
2018 Q3	$83K	Hold	1,432	–	–	0.03%	221
2018 Q2	$80K	Buy	+1,432	New	+$80K	0.03%	223

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

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

River Wealth Advisors increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 1.2% in Q2 2026, buying an estimated $20.9K and bringing the position to 15,266 shares worth $1.79M. The position accounts for 0.19% of the portfolio, ranked #82.

River Wealth Advisors first reported a position in IJK in Q2 2018 and has held it in 30 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

River Wealth Advisors held 15,266 shares of iShares S&P Mid-Cap 400 Growth ETF worth $1.79M as of Q2 2026.
River Wealth Advisors bought 188 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $20.9K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.19% of River Wealth Advisors's portfolio in Q2 2026, its #82 holding.
River Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2018 and has held it in 30 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on River Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.