SC&H Financial Advisors’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

SC&H Financial 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	$230K	Buy	+1,960	New	+$218K	0.03%	154

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

SC&H Financial Advisors's IJK Position: Q2 2026 in Review

SC&H Financial Advisors opened a new position in iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2026: 1,960 shares worth $230K. The stake represents 0.03% of the portfolio and ranks #154 among its holdings.

990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

SC&H Financial Advisors held 1,960 shares of iShares S&P Mid-Cap 400 Growth ETF worth $230K as of Q2 2026.
iShares S&P Mid-Cap 400 Growth ETF was a new SC&H Financial Advisors position in Q2 2026.
iShares S&P Mid-Cap 400 Growth ETF made up 0.03% of SC&H Financial Advisors's portfolio in Q2 2026, its #154 holding.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.