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

Sightline 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	$274K	Hold	2,328	–	–	0.1%	73
2026 Q1	$234K	Hold	2,328	–	–	0.1%	75
2025 Q4	$226K	Hold	2,328	–	–	0.1%	86
2025 Q3	$223K	Hold	2,328	–	–	0.1%	85
2025 Q2	$212K	Buy	+2,328	New	+$199K	0.1%	84
2025 Q1	–	Sell	-2,328	Closed	-$212K	–	85
2024 Q4	$212K	Hold	2,328	–	–	0.11%	81
2024 Q3	$214K	Hold	2,328	–	–	0.12%	76
2024 Q2	$205K	Hold	2,328	–	–	0.13%	76
2024 Q1	$212K	Buy	+2,328	New	+$194K	0.14%	69

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

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

Sightline Wealth Advisors held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 2,328 shares worth $274K. The position accounts for 0.1% of the portfolio, ranked #73.

Sightline Wealth Advisors first reported a position in IJK in Q1 2024 and has held it in 9 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Sightline Wealth Advisors held 2,328 shares of iShares S&P Mid-Cap 400 Growth ETF worth $274K as of Q2 2026.
Sightline Wealth Advisors left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q2 2026.
iShares S&P Mid-Cap 400 Growth ETF made up 0.1% of Sightline Wealth Advisors's portfolio in Q2 2026, its #73 holding.
Sightline Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2024 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 Sightline Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.