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Signature Estate & Investment Advisors’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Signature Estate & Investment 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 		$407K Buy
3,464
+429
+14% +$47.7K 0.01% 482
2026
Q1 		$305K Sell
3,035
-30,801
-91% -$3.16M 0.01% 533
2025
Q4 		$3.28M Sell
33,836
-575
-2% -$55.4K 0.07% 132
2025
Q3 		$3.3M Buy
34,411
+825
+2% +$77.7K 0.07% 122
2025
Q2 		$3.06M Buy
33,586
+1,710
+5% +$146K 0.07% 119
2025
Q1 		$2.65M Sell
31,876
-8,335
-21% -$751K 0.07% 125
2024
Q4 		$3.66M Buy
40,211
+4,803
+14% +$452K 0.09% 89
2024
Q3 		$3.26M Sell
35,408
-8,085
-19% -$723K 0.08% 90
2024
Q2 		$3.83M Sell
43,493
-2,497
-5% -$221K 0.1% 87
2024
Q1 		$4.2M Sell
45,990
-8,928
-16% -$745K 0.12% 59
2023
Q4 		$4.35M Sell
54,918
-3,353
-6% -$246K 0.13% 60
2023
Q3 		$4.21M Sell
58,271
-11
-0% -$829 0.14% 52
2023
Q2 		$4.37M Buy
58,282
+252
+0.4% +$18K 0.14% 54
2023
Q1 		$4.15M Buy
58,030
+6,936
+14% +$495K 0.15% 54
2022
Q4 		$3.49M Buy
51,094
+4,243
+9% +$292K 0.13% 66
2022
Q3 		$2.95M Buy
46,851
+3,783
+9% +$261K 0.14% 58
2022
Q2 		$2.75M Buy
43,068
+3,701
+9% +$260K 0.14% 56
2022
Q1 		$3.04M Buy
39,367
+1,228
+3% +$94.9K 0.14% 56
2021
Q4 		$3.25M Buy
38,139
+1,579
+4% +$132K 0.15% 54
2021
Q3 		$2.9M Buy
36,560
+1,357
+4% +$110K 0.14% 53
2021
Q2 		$2.85M Buy
35,203
+1,766
+5% +$142K 0.13% 56
2021
Q1 		$2.62M Sell
33,437
-1,059
-3% -$81.6K 0.13% 60
2020
Q4 		$2.49M Buy
34,496
+36
+0.1% +$2.4K 0.13% 62
2020
Q3 		$2.06M Buy
34,460
+2,276
+7% +$135K 0.13% 63
2020
Q2 		$1.8M Sell
32,184
-4,672
-13% -$243K 0.13% 62
2020
Q1 		$1.65M Buy
36,856
+2,072
+6% +$114K 0.13% 67
2019
Q4 		$2.07M Buy
34,784
+2,200
+7% +$126K 0.13% 71
2019
Q3 		$1.82M Buy
32,584
+1,060
+3% +$59.6K 0.12% 69
2019
Q2 		$1.78M Buy
31,524
+524
+2% +$29.1K 0.12% 73
2019
Q1 		$1.7M Buy
31,000
+912
+3% +$48.1K 0.11% 74
2018
Q4 		$1.44M Buy
30,088
+4,544
+18% +$238K 0.13% 73
2018
Q3 		$1.49M Buy
25,544
+1,008
+4% +$58.5K 0.13% 67
2018
Q2 		$1.38M Buy
24,536
+68
+0.3% +$3.8K 0.13% 70
2018
Q1 		$1.34M Buy
24,468
+540
+2% +$29.9K 0.14% 73
2017
Q4 		$1.29M Buy
23,928
+272
+1% +$14.3K 0.13% 78
2017
Q3 		$1.2M Buy
+23,656
New +$1.17M 0.13% 74

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

Signature Estate & Investment Advisors's IJK Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 14% in Q2 2026, buying an estimated $47.7K and bringing the position to 3,464 shares worth $407K. The position accounts for 0.01% of the portfolio, ranked #482.

Signature Estate & Investment Advisors first reported a position in IJK in Q3 2017 and has held it in 36 quarters since. The position peaked at $4.37M in Q2 2023. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • Signature Estate & Investment Advisors held 3,464 shares of iShares S&P Mid-Cap 400 Growth ETF worth $407K as of Q2 2026.
  • Signature Estate & Investment Advisors bought 429 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $47.7K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #482 holding.
  • Signature Estate & Investment Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2017 and has held it in 36 quarters since.
  • Signature Estate & Investment Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $4.37M in Q2 2023.
  • 990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.