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

Sequoia 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	$414K	Buy	3,527 +45	+1%	+$5K	﹤0.01%	1457
2026 Q1	$350K	Sell	3,482 -577	-14%	-$59.3K	﹤0.01%	1472
2025 Q4	$393K	Sell	4,059 -28	-0.7%	-$2.7K	﹤0.01%	1416
2025 Q3	$392K	Sell	4,087 -103	-2%	-$9.7K	﹤0.01%	1251
2025 Q2	$381K	Buy	4,190 +787	+23%	+$67.4K	﹤0.01%	1141
2025 Q1	$283K	Buy	3,403 +630	+23%	+$56.8K	﹤0.01%	1088
2024 Q4	$252K	Buy	2,773 +79	+3%	+$7.44K	﹤0.01%	1103
2024 Q3	$248K	Buy	+2,694	New	+$241K	﹤0.01%	1063
2021 Q3	–	Sell	-2,478	Closed	-$201K	–	346
2021 Q2	$201K	Buy	+2,478	New	+$199K	0.01%	451

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

Sequoia Financial Advisors's IJK Position: Q2 2026 in Review

Sequoia Financial Advisors increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 1.3% in Q2 2026, buying an estimated $5K and bringing the position to 3,527 shares worth $414K. The position accounts for ﹤0.01% of the portfolio, ranked #1457.

Sequoia Financial Advisors first reported a position in IJK in Q2 2021 and has held it in 9 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Sequoia Financial Advisors held 3,527 shares of iShares S&P Mid-Cap 400 Growth ETF worth $414K as of Q2 2026.
Sequoia Financial Advisors bought 45 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $5K.
iShares S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1457 holding.
Sequoia Financial Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2021 and has held it in 9 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.