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

SageView 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	$979K	Buy	8,329 +4	+0%	+$444	0.03%	249
2026 Q1	$838K	Hold	8,325	–	–	0.03%	256
2025 Q4	$807K	Sell	8,325 -750	-8%	-$72.2K	0.03%	278
2025 Q3	$870K	Sell	9,075 -32	-0.4%	-$3.02K	0.03%	284
2025 Q2	$860K	Sell	9,107 -228	-2%	-$19.5K	0.03%	264
2025 Q1	$777K	Sell	9,335 -146	-2%	-$13.2K	0.03%	263
2024 Q4	$862K	Buy	9,481 +614	+7%	+$57.8K	0.04%	243
2024 Q3	$815K	Sell	8,867 -587	-6%	-$52.5K	0.04%	226
2024 Q2	$833K	Buy	+9,454	New	+$836K	0.04%	250
2024 Q1	–	Sell	-9,658	Closed	-$774K	–	622
2023 Q4	$774K	Buy	9,658 +381	+4%	+$28K	0.03%	301
2023 Q3	$670K	Sell	9,277 -187	-2%	-$14.1K	0.04%	277
2023 Q2	$710K	Sell	9,464 -410	-4%	-$29.3K	0.04%	283
2023 Q1	$706K	Buy	9,874 +537	+6%	+$38.4K	0.05%	260
2022 Q4	$638K	Buy	+9,337	New	+$642K	0.05%	211

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

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

SageView Advisory Group increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.05% in Q2 2026, buying an estimated $444 and bringing the position to 8,329 shares worth $979K. The position accounts for 0.03% of the portfolio, ranked #249.

SageView Advisory Group first reported a position in IJK in Q4 2022 and has held it in 14 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

SageView Advisory Group held 8,329 shares of iShares S&P Mid-Cap 400 Growth ETF worth $979K as of Q2 2026.
SageView Advisory Group bought 4 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $444.
iShares S&P Mid-Cap 400 Growth ETF made up 0.03% of SageView Advisory Group's portfolio in Q2 2026, its #249 holding.
SageView Advisory Group first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2022 and has held it in 14 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.