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

Root Financial Partners’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 		– Sell
-750
Closed -$75.5K – 1743
2026
Q1 		$75.5K Buy
750
+13
+2% +$1.33K ﹤0.01% 694
2025
Q4 		$71.4K Sell
737
-215
-23% -$20.7K ﹤0.01% 590
2025
Q3 		$91.3K Buy
+952
New +$89.7K 0.01% 472

Other funds holding IJK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SP
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

Root Financial Partners's IJK Position: Q2 2026 in Review

Root Financial Partners sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2026, closing a stake of 750 shares — an estimated $75.5K sold.

Root Financial Partners first reported a position in IJK in Q3 2025 and held it in 3 quarters. The position peaked at $91.3K in Q3 2025. 992 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • Root Financial Partners reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 750 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $75.5K.
  • Root Financial Partners first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's iShares S&P Mid-Cap 400 Growth ETF position peaked at $91.3K in Q3 2025.
  • 992 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.